Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALBEMARLE CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 28.92% | 5.79% | 7.26% | 4.39% | 4.19% | 5.45% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALBEMARLE CORPORATION SAVINGS 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 (%) | -0.93 | 28.92 | 5.79 | 7.26 | 4.39 | 4.19 | 5.45 | … | … | 0.59 | 4.00 | 22.52 | -16.81 | 5.69 | 14.38 | 6.35 | -3.20 | 7.34 | 2.32 | -2.85 | -0.32 | 13.77 | 1.65 | -2.45 | 4.52 | 11.10 | 1.38 | 10.34 | 14.91 | 4.77 | 14.45 | 20.36 | -10.40 | 0.17 |
| Sharpe Ratio | NA | -0.08 | -0.12 | 0.19 | 0.18 | NA | NA | … | … | 0.05 | -0.20 | 1.58 | -0.91 | 0.36 | 1.85 | 1.26 | -0.64 | 1.25 | 0.40 | -0.59 | -0.05 | 2.07 | 0.27 | -0.26 | 0.41 | 1.39 | 0.23 | 0.85 | 1.69 | 0.48 | 1.66 | 4.02 | -1.81 | -1.01 |
| Standard Deviation(%) | NA | 13.16 | 15.34 | 14.21 | 10.74 | NA | NA | … | … | 10.26 | 13.21 | 11.59 | 19.89 | 15.67 | 7.64 | 3.94 | 7.03 | 5.39 | 5.24 | 4.89 | 6.10 | 6.65 | 5.91 | 9.65 | 10.91 | 7.90 | 1.94 | 8.63 | 6.90 | 5.41 | 8.16 | 4.89 | 6.36 | 2.12 |
| Draw Down(%) | NA | 12.97 | 24.72 | 25.98 | 25.98 | NA | NA | … | … | 0.74 | 12.75 | 9.21 | 24.72 | 9.99 | 4.87 | 3.46 | 9.14 | 3.88 | 4.37 | 5.12 | 6.55 | 5.02 | 5.32 | 10.97 | 10.47 | 4.18 | 1.98 | 6.86 | 7.46 | 5.16 | 7.14 | 1.81 | 11.94 | 2.88 |
| Yield(%) | NA | 7.49 | 8.67 | 6.94 | 4.69 | NA | NA | … | … | NA | 0.19 | 8.02 | 2.65 | 16.08 | 4.22 | 5.14 | 2.27 | 0.34 | 3.76 | 2.88 | 2.34 | 4.64 | 1.35 | 0.54 | 1.60 | 1.90 | 1.62 | 5.63 | 5.17 | 3.18 | 1.33 | 1.58 | 0.81 | 2.12 |
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 |
|---|---|---|---|---|
| ALBEMARLE CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.92%
Sep 2019 – Sep 2022 |
-1.39%
Sep 2017 – Sep 2022 |
1.47%
Sep 2012 – Sep 2022 |
2.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBEMARLE CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
15.86%
Apr 2003 – Apr 2006 |
13.40%
Oct 2002 – Oct 2007 |
8.40%
Apr 2003 – Apr 2013 |
6.80%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart