Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cargill Employee Retirement Account Plan Tactical Asset Allocation Moderate | NA | 21.09% | 4.21% | 8.35% | 7.41% | 8.76% | 9.45% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cargill Employee Retirement Account 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 (%) | -1.04 | 21.09 | 4.21 | 8.35 | 7.41 | 8.76 | 9.45 | … | … | 0.21 | 5.43 | 13.65 | -11.22 | 13.84 | 14.06 | 19.57 | -4.58 | 14.10 | 8.95 | -1.94 | 9.34 | 14.95 | 15.05 | 1.99 | 14.67 | 20.34 | 2.89 | 10.36 | 14.27 | 7.95 | 13.29 | 12.24 | -1.22 | -1.45 |
| Sharpe Ratio | NA | -0.05 | -0.14 | 0.32 | 0.48 | NA | NA | … | … | 0.02 | -0.10 | 1.23 | -0.92 | 1.56 | 0.71 | 2.88 | -0.61 | 3.05 | 0.98 | -0.22 | 1.21 | 2.07 | 1.88 | 0.13 | 1.45 | 2.14 | 0.33 | 0.74 | 1.40 | 0.96 | 1.67 | 1.51 | -0.36 | -0.49 |
| Standard Deviation(%) | NA | 11.25 | 11.16 | 12.90 | 10.70 | NA | NA | … | … | 7.91 | 11.26 | 7.66 | 13.70 | 8.85 | 19.47 | 6.31 | 9.73 | 4.41 | 8.95 | 9.02 | 7.69 | 7.20 | 7.96 | 14.60 | 10.04 | 9.45 | 5.97 | 9.95 | 7.87 | 6.05 | 7.39 | 7.66 | 6.39 | 7.62 |
| Draw Down(%) | NA | 9.57 | 16.42 | 21.90 | 21.90 | NA | NA | … | … | 0.57 | 9.42 | 6.16 | 16.98 | 3.43 | 21.90 | 2.83 | 12.29 | 1.77 | 6.90 | 10.26 | 4.50 | 5.41 | 5.62 | 13.57 | 7.88 | 4.35 | 5.01 | 6.30 | 9.12 | 3.94 | 6.01 | 5.24 | 6.88 | 10.40 |
| Yield(%) | NA | 4.25 | 4.18 | 5.11 | 4.59 | NA | NA | … | … | NA | 1.28 | 4.55 | 3.26 | 3.96 | 6.71 | 8.14 | 3.75 | 2.97 | 3.59 | 4.76 | 4.89 | 3.17 | 6.02 | 3.66 | 4.39 | 5.65 | 9.12 | 4.57 | 3.82 | 4.73 | 3.97 | 4.27 | 6.27 | 7.19 |
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 |
|---|---|---|---|---|
| Cargill Employee Retirement Account Plan Tactical Asset Allocation Moderate |
2.08%
Dec 2021 – Dec 2024 |
3.48%
Mar 2015 – Mar 2020 |
6.31%
Oct 2013 – Oct 2023 |
7.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cargill Employee Retirement Account Plan Tactical Asset Allocation Moderate |
15.79%
Dec 2018 – Dec 2021 |
13.95%
Feb 2009 – Feb 2014 |
12.06%
Jul 2003 – Jul 2013 |
10.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart