Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Scotts Company LLC Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 1.20% | 0.02% | 1.35% | 2.79% | 4.81% | 5.91% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Scotts Company LLC Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.63 | 1.20 | 0.02 | 1.35 | 2.79 | 4.81 | 5.91 | … | … | 1.32 | 12.23 | -14.26 | 0.19 | 13.17 | 8.34 | -2.33 | 13.82 | 5.29 | -1.26 | 1.19 | 16.47 | 6.35 | -1.85 | 7.02 | 19.51 | -0.34 | 12.99 | 11.95 | 6.39 | 12.95 | 19.22 | 4.93 | 8.65 |
| Sharpe Ratio | NA | 0.72 | -0.29 | 0.23 | 0.36 | NA | NA | … | … | 0.14 | 1.09 | -1.57 | 0.02 | 1.46 | 1.47 | -0.49 | 2.92 | 1.21 | -0.26 | 0.20 | 2.54 | 1.18 | -0.22 | 0.67 | 2.33 | -0.19 | 1.10 | 1.23 | 0.76 | 1.51 | 3.48 | 0.78 | 1.17 |
| Standard Deviation(%) | NA | 7.28 | 9.29 | 8.59 | 7.20 | NA | NA | … | … | 7.42 | 7.31 | 9.94 | 10.57 | 8.87 | 4.70 | 7.48 | 4.51 | 4.18 | 4.94 | 5.92 | 6.46 | 5.33 | 8.71 | 10.37 | 8.34 | 6.71 | 9.05 | 7.07 | 5.56 | 7.93 | 5.32 | 4.88 | 5.43 |
| Draw Down(%) | NA | 6.16 | 19.48 | 19.48 | 19.48 | NA | NA | … | … | 1.54 | 6.16 | 14.85 | 7.89 | 10.05 | 3.16 | 7.81 | 1.47 | 3.58 | 5.21 | 5.29 | 4.35 | 4.90 | 10.09 | 9.99 | 3.87 | 6.64 | 6.10 | 7.95 | 3.93 | 7.08 | 2.53 | 4.50 | 4.10 |
| Yield(%) | NA | 3.76 | 3.86 | 4.84 | 4.55 | NA | NA | … | … | 0.01 | 4.00 | 2.30 | 5.37 | 7.08 | 5.64 | 3.69 | 5.39 | 3.48 | 5.17 | 3.76 | 3.61 | 4.48 | 3.20 | 4.06 | 5.64 | 4.49 | 8.29 | 5.79 | 5.90 | 2.94 | 3.83 | 7.16 | 8.82 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| The Scotts Company LLC Retirement Savings Plan Tactical Asset Allocation Moderate |
-1.21%
Dec 2020 – Dec 2023 |
0.56%
Dec 2017 – Dec 2022 |
2.79%
Oct 2013 – Oct 2023 |
4.30%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Scotts Company LLC Retirement Savings Plan Tactical Asset Allocation Moderate |
13.95%
Apr 2003 – Apr 2006 |
13.43%
Oct 2002 – Oct 2007 |
10.74%
Apr 2001 – Apr 2011 |
8.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart