Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Thomas Betts Corporation Employees Investment Plan Tactical Asset Allocation Moderate | NA | 26.28% | -1.25% | 4.07% | 4.93% | 5.62% | 5.95% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Thomas Betts Corporation Employees Investment 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 (%) | -0.89 | 26.28 | -1.25 | 4.07 | 4.93 | 5.62 | 5.95 | … | … | 0.63 | 7.97 | 16.04 | -22.73 | 1.97 | 17.74 | 11.76 | 0.59 | 17.33 | 4.65 | -2.60 | 3.46 | 15.06 | 3.73 | 3.49 | 7.49 | 10.94 | -1.93 | 9.97 | 11.82 | 4.29 | 7.44 | 17.11 | -0.82 | 6.27 |
| Sharpe Ratio | NA | 0.30 | -0.27 | 0.04 | 0.29 | NA | NA | … | … | 0.05 | 0.12 | 1.07 | -1.24 | 0.17 | 1.70 | 2.15 | -0.09 | 3.08 | 0.93 | -0.48 | 0.56 | 2.14 | 0.65 | 0.44 | 0.68 | 1.42 | -0.63 | 0.70 | 1.02 | 0.35 | 0.96 | 2.82 | -0.42 | 1.04 |
| Standard Deviation(%) | NA | 11.27 | 14.47 | 13.17 | 10.21 | NA | NA | … | … | 10.54 | 11.37 | 10.99 | 19.45 | 11.47 | 10.29 | 4.83 | 8.28 | 5.43 | 4.80 | 5.43 | 6.11 | 7.01 | 5.63 | 7.80 | 10.85 | 7.64 | 4.51 | 9.91 | 8.43 | 5.99 | 6.76 | 5.82 | 4.62 | 3.82 |
| Draw Down(%) | NA | 6.74 | 26.49 | 31.28 | 31.28 | NA | NA | … | … | 0.86 | 6.74 | 11.95 | 27.97 | 9.12 | 9.19 | 3.81 | 6.92 | 2.25 | 3.66 | 5.85 | 5.76 | 4.82 | 5.55 | 5.29 | 9.25 | 4.18 | 7.62 | 7.13 | 9.91 | 4.17 | 6.46 | 3.65 | 6.53 | 2.30 |
| Yield(%) | NA | 2.30 | 3.74 | 3.79 | 3.18 | NA | NA | … | … | NA | 0.54 | 2.13 | 2.47 | 5.68 | 4.07 | 5.75 | 3.64 | 0.12 | 3.89 | 1.35 | 2.49 | 3.45 | 2.35 | 3.08 | 2.42 | 3.18 | 2.94 | 6.01 | 6.77 | 3.98 | 2.54 | 3.23 | 3.74 | 5.39 |
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 |
|---|---|---|---|---|
| Thomas Betts Corporation Employees Investment Plan Tactical Asset Allocation Moderate |
-3.67%
Jan 2021 – Jan 2024 |
0.03%
Sep 2017 – Sep 2022 |
3.02%
Oct 2013 – Oct 2023 |
3.89%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Thomas Betts Corporation Employees Investment Plan Tactical Asset Allocation Moderate |
11.20%
Apr 2003 – Apr 2006 |
10.87%
Oct 2002 – Oct 2007 |
7.78%
Apr 2003 – Apr 2013 |
7.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart