Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Agrium Advanced Technologies 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 33.21% | 12.37% | 13.49% | 8.66% | 8.15% | 8.23% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Agrium Advanced Technologies 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 (%) | -0.56 | 33.21 | 12.37 | 13.49 | 8.66 | 8.15 | 8.23 | … | … | 0.66 | 19.59 | 27.74 | -6.25 | 6.08 | 21.95 | 9.61 | -2.09 | 10.10 | 3.72 | -1.23 | -0.06 | 17.34 | 4.73 | 1.75 | 9.92 | 16.06 | 1.03 | 5.21 | 15.04 | 3.02 | 11.68 | 17.76 | 1.92 | 6.14 |
| Sharpe Ratio | NA | 1.92 | 1.02 | 1.22 | 0.93 | NA | NA | … | … | 0.11 | 1.80 | 3.80 | -0.61 | 0.67 | 2.75 | 1.65 | -0.44 | 2.24 | 0.86 | -0.24 | -0.01 | 2.45 | 0.97 | 0.20 | 1.04 | 2.08 | 0.03 | 0.22 | 1.71 | 0.17 | 1.49 | 3.19 | 0.16 | 0.72 |
| Standard Deviation(%) | NA | 7.18 | 9.09 | 8.87 | 7.35 | NA | NA | … | … | 5.35 | 7.20 | 6.17 | 12.52 | 9.09 | 7.89 | 4.99 | 7.73 | 4.23 | 4.10 | 5.18 | 5.01 | 7.06 | 4.83 | 8.61 | 9.42 | 7.69 | 3.24 | 9.93 | 6.89 | 5.07 | 7.21 | 5.34 | 5.19 | 5.30 |
| Draw Down(%) | NA | 5.65 | 13.92 | 17.13 | 17.13 | NA | NA | … | … | 0.31 | 5.63 | 2.41 | 14.42 | 6.58 | 8.73 | 3.09 | 8.73 | 1.33 | 4.09 | 4.98 | 5.44 | 4.51 | 5.20 | 7.68 | 7.88 | 4.46 | 2.76 | 8.43 | 7.12 | 4.33 | 6.40 | 2.92 | 5.60 | 5.07 |
| Yield(%) | NA | 18.85 | 11.91 | 8.73 | 5.31 | NA | NA | … | … | NA | 5.66 | 18.03 | 7.52 | 4.09 | 5.29 | 3.54 | 2.76 | 0.28 | 1.42 | 2.96 | 1.85 | 1.22 | 2.91 | 2.79 | 2.89 | 3.07 | 3.11 | 6.92 | 6.11 | 2.54 | 4.65 | 3.90 | 5.78 | 7.32 |
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 Advanced Technologies 401(k) Savings Plan Tactical Asset Allocation Moderate |
0.79%
Dec 2013 – Dec 2016 |
1.99%
Dec 2013 – Dec 2018 |
4.78%
Sep 2012 – Sep 2022 |
5.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Agrium Advanced Technologies 401(k) Savings Plan Tactical Asset Allocation Moderate |
14.34%
Nov 2021 – Nov 2024 |
14.16%
Nov 2019 – Nov 2024 |
9.06%
Apr 2001 – Apr 2011 |
8.20%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart