Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Agrium U.S. Retail 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 33.24% | 12.35% | 13.59% | 8.70% | 7.80% | 7.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Agrium U.S. Retail 401(k) 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 (%) | -0.57 | 33.24 | 12.35 | 13.59 | 8.70 | 7.80 | 7.82 | … | … | 0.66 | 19.56 | 27.77 | -6.34 | 6.58 | 21.97 | 9.74 | -2.07 | 10.49 | 2.76 | -1.47 | 2.06 | 14.74 | 3.82 | -1.15 | 8.66 | 16.67 | 1.10 | 5.08 | 13.12 | 1.30 | 11.62 | 17.52 | 6.36 | 5.49 |
| Sharpe Ratio | NA | 1.90 | 1.01 | 1.22 | 0.93 | NA | NA | … | … | 0.11 | 1.79 | 3.79 | -0.61 | 0.71 | 2.75 | 1.66 | -0.45 | 2.37 | 0.63 | -0.29 | 0.36 | 2.30 | 0.78 | -0.11 | 0.86 | 2.17 | 0.08 | 0.21 | 1.32 | -0.15 | 1.40 | 2.79 | 2.15 | 0.79 |
| Standard Deviation(%) | NA | 7.22 | 9.13 | 8.93 | 7.34 | NA | NA | … | … | 5.39 | 7.25 | 6.20 | 12.58 | 9.24 | 7.89 | 5.03 | 7.43 | 4.15 | 4.05 | 5.16 | 5.66 | 6.39 | 4.84 | 10.77 | 9.91 | 7.65 | 2.16 | 9.83 | 7.46 | 5.59 | 7.60 | 6.02 | 2.44 | 4.02 |
| Draw Down(%) | NA | 5.70 | 13.98 | 17.18 | 17.18 | NA | NA | … | … | 0.31 | 5.68 | 2.43 | 14.49 | 6.57 | 8.73 | 3.09 | 8.44 | 1.27 | 3.80 | 4.91 | 5.56 | 3.50 | 5.13 | 10.94 | 8.41 | 4.47 | 1.79 | 8.44 | 9.08 | 6.10 | 7.13 | 3.43 | 1.65 | 3.34 |
| Yield(%) | NA | 18.84 | 11.91 | 8.73 | 5.39 | NA | NA | … | … | NA | 5.64 | 18.02 | 7.50 | 4.13 | 5.29 | 3.53 | 2.89 | 0.27 | 1.37 | 2.88 | 2.48 | 1.19 | 2.66 | 2.22 | 2.72 | 2.59 | 2.50 | 6.03 | 5.91 | 3.40 | 6.13 | 3.69 | 5.25 | 6.06 |
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 |
|---|---|---|---|---|
| Agrium U.S. Retail 401(k) Savings Plan Tactical Asset Allocation Moderate |
1.10%
Dec 2013 – Dec 2016 |
2.26%
Dec 2013 – Dec 2018 |
4.31%
Mar 2010 – Mar 2020 |
4.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Agrium U.S. Retail 401(k) Savings Plan Tactical Asset Allocation Moderate |
14.32%
Nov 2021 – Nov 2024 |
14.26%
Nov 2019 – Nov 2024 |
8.96%
Apr 2001 – Apr 2011 |
8.00%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart