Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
The Toro Company Profit-Sharing Plan Tactical Asset Allocation Moderate NA 5.95% 10.69% 5.61% 5.74% 4.45% 6.08%
Data as of 02/28/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
The Toro Company Profit-Sharing Plan Tactical Asset Allocation Moderate 12/31/2000 05/06/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.35 5.95 10.69 5.61 5.74 4.45 6.08 -5.17 15.03 13.11 16.55 -9.26 2.84 2.35 -1.29 5.68 15.36 10.47 -6.91 2.88 10.03 -10.84 11.66 15.32 8.55 12.54 18.79 1.05 2.31
Sharpe Ratio NA 0.08 0.96 0.54 0.65 NA NA -0.45 1.74 1.23 2.19 -1.24 0.40 0.27 -0.14 0.73 2.27 1.40 -0.60 0.26 1.05 -1.70 0.76 1.36 1.08 1.45 3.16 -0.02 0.01
Standard Deviation(%) NA 9.50 9.40 8.68 8.25 NA NA 11.73 8.62 10.47 6.90 8.53 5.59 7.98 9.39 7.76 6.77 7.42 11.55 10.79 9.48 6.93 11.37 8.88 5.91 8.02 5.73 3.09 0.05
Draw Down(%) NA 7.15 7.69 16.91 16.91 NA NA 7.15 3.96 7.69 4.23 15.97 5.50 7.34 9.33 5.48 2.97 6.03 13.78 11.50 5.12 11.28 8.33 10.99 4.14 7.00 2.75 4.36 0.00
Yield(%) NA 10.46 5.07 4.26 4.36 NA NA 1.72 9.52 2.24 2.81 5.58 0.49 2.73 4.88 11.89 1.49 1.36 0.45 1.63 0.93 0.59 6.47 6.64 3.00 0.89 1.35 0.93 2.31
Data as of 02/28/2022, 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 Toro Company Profit-Sharing Plan Tactical Asset Allocation Moderate -1.83%
Oct 2007 – Oct 2010
-0.51%
Oct 2007 – Oct 2012
2.63%
Apr 2010 – Apr 2020
3.90%
Feb 2005 – Feb 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
The Toro Company Profit-Sharing Plan Tactical Asset Allocation Moderate 16.57%
Apr 2003 – Apr 2006
14.24%
Oct 2002 – Oct 2007
7.28%
Apr 2003 – Apr 2013
6.54%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return