Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BARD EMPLOYEES’ SAVINGS TRUST 401(k) PLAN Tactical Asset Allocation Moderate | NA | 19.90% | 5.65% | 8.41% | 7.30% | 8.98% | 9.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARD EMPLOYEES’ SAVINGS TRUST 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 19.90 | 5.65 | 8.41 | 7.30 | 8.98 | 9.08 | … | … | -0.09 | 6.94 | 15.04 | -6.52 | 13.33 | 7.92 | 19.96 | -4.15 | 14.22 | 8.74 | -3.45 | 12.11 | 16.83 | 12.35 | 3.35 | 15.61 | 15.14 | 0.25 | 10.05 | 13.30 | 6.47 | 13.69 | 12.25 | -6.12 | 0.44 |
| Sharpe Ratio | NA | 0.12 | 0.08 | 0.36 | 0.50 | NA | NA | … | … | -0.03 | 0.04 | 1.26 | -0.57 | 1.34 | 0.42 | 2.66 | -0.53 | 2.75 | 0.99 | -0.41 | 1.69 | 2.30 | 1.51 | 0.24 | 1.43 | 1.54 | -0.12 | 0.70 | 1.21 | 0.66 | 1.72 | 1.58 | -1.08 | -0.26 |
| Standard Deviation(%) | NA | 8.38 | 10.57 | 12.37 | 10.45 | NA | NA | … | … | 4.58 | 8.49 | 8.57 | 13.81 | 9.95 | 18.19 | 6.98 | 10.40 | 4.95 | 8.58 | 8.58 | 7.14 | 7.29 | 8.17 | 13.67 | 10.83 | 9.79 | 5.74 | 10.10 | 8.27 | 6.55 | 7.42 | 7.32 | 6.70 | 7.14 |
| Draw Down(%) | NA | 5.85 | 12.46 | 20.98 | 20.98 | NA | NA | … | … | 0.44 | 5.85 | 7.96 | 12.89 | 4.49 | 20.98 | 3.33 | 13.60 | 2.37 | 6.32 | 10.29 | 4.27 | 5.16 | 5.85 | 11.27 | 8.61 | 4.77 | 5.43 | 6.45 | 9.26 | 4.92 | 7.16 | 6.26 | 8.65 | 8.69 |
| Yield(%) | NA | 4.26 | 3.22 | 3.66 | 3.36 | NA | NA | … | … | NA | 1.34 | 4.33 | 3.01 | 1.65 | 4.79 | 4.54 | 3.45 | 2.76 | 1.77 | 3.30 | 3.58 | 2.91 | 2.99 | 2.35 | 3.28 | 3.85 | 4.38 | 6.87 | 6.89 | 3.43 | 2.33 | 3.40 | 4.60 | 6.02 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARD EMPLOYEES’ SAVINGS TRUST 401(k) PLAN Tactical Asset Allocation Moderate |
2.84%
Jul 2001 – Jul 2004 |
3.77%
Mar 2015 – Mar 2020 |
6.62%
Oct 2013 – Oct 2023 |
7.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARD EMPLOYEES’ SAVINGS TRUST 401(k) PLAN Tactical Asset Allocation Moderate |
14.90%
Sep 2011 – Sep 2014 |
14.27%
Jun 2009 – Jun 2014 |
11.24%
Aug 2004 – Aug 2014 |
10.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart