Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRIMBLE NAVIGATION SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 22.77% | 3.45% | 6.39% | 5.64% | 6.09% | 6.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIMBLE NAVIGATION SAVINGS AND RETIREMENT 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 (%) | -1.09 | 22.77 | 3.45 | 6.39 | 5.64 | 6.09 | 6.87 | … | … | 0.77 | 10.42 | 12.81 | -15.66 | 11.91 | 11.85 | 10.57 | -1.91 | 15.70 | 3.47 | -1.16 | 1.35 | 14.63 | 7.56 | -0.17 | 8.28 | 19.48 | -0.10 | 9.68 | 11.00 | 4.79 | 10.85 | 19.35 | 6.27 | 8.65 |
| Sharpe Ratio | NA | 0.58 | -0.14 | 0.36 | 0.51 | NA | NA | … | … | 0.08 | 0.40 | 1.19 | -1.78 | 1.27 | 1.30 | 2.00 | -0.43 | 3.37 | 0.81 | -0.22 | 0.22 | 2.21 | 1.32 | -0.02 | 0.77 | 2.22 | -0.15 | 0.79 | 1.07 | 0.48 | 1.32 | 3.54 | 1.13 | 1.17 |
| Standard Deviation(%) | NA | 9.57 | 8.86 | 9.00 | 7.39 | NA | NA | … | … | 8.79 | 9.60 | 7.17 | 9.56 | 9.36 | 8.96 | 4.57 | 7.41 | 4.47 | 4.02 | 5.39 | 6.06 | 6.60 | 5.71 | 8.35 | 10.66 | 8.71 | 6.73 | 8.50 | 7.25 | 5.50 | 7.49 | 5.27 | 4.57 | 5.43 |
| Draw Down(%) | NA | 6.15 | 14.47 | 16.45 | 16.45 | NA | NA | … | … | 0.68 | 6.15 | 5.60 | 16.40 | 4.35 | 10.36 | 2.81 | 7.77 | 1.61 | 3.56 | 4.88 | 5.09 | 4.86 | 4.84 | 8.53 | 9.57 | 4.47 | 6.64 | 6.78 | 7.83 | 4.51 | 7.36 | 2.69 | 3.96 | 4.10 |
| Yield(%) | NA | 3.70 | 5.29 | 4.73 | 4.77 | NA | NA | … | … | NA | 0.75 | 3.55 | 1.61 | 11.19 | 3.46 | 4.18 | 3.04 | 5.76 | 3.39 | 5.60 | 7.25 | 4.80 | 3.61 | 1.81 | 4.19 | 5.63 | 4.49 | 7.55 | 8.10 | 5.16 | 3.26 | 3.65 | 7.23 | 8.82 |
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 |
|---|---|---|---|---|
| TRIMBLE NAVIGATION SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
1.20%
Dec 2013 – Dec 2016 |
2.75%
Dec 2017 – Dec 2022 |
3.88%
Oct 2013 – Oct 2023 |
5.21%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIMBLE NAVIGATION SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
12.78%
Jan 2003 – Jan 2006 |
12.30%
Oct 2002 – Oct 2007 |
10.26%
Apr 2001 – Apr 2011 |
8.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart