Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Agrium 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 32.48% | 12.59% | 14.14% | 8.59% | 8.38% | 7.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Agrium 401(k) Retirement 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 (%) | -0.08 | 32.48 | 12.59 | 14.14 | 8.59 | 8.38 | 7.79 | … | … | 0.78 | 17.65 | 25.37 | -6.02 | 14.21 | 20.59 | 11.05 | -1.77 | 3.51 | 4.26 | -1.16 | 5.99 | 14.13 | 4.86 | 1.33 | 11.16 | 16.84 | 1.44 | 2.82 | 8.17 | -1.70 | 12.07 | 22.19 | 1.21 | 6.14 |
| Sharpe Ratio | NA | 1.15 | 0.78 | 1.14 | 0.88 | NA | NA | … | … | 0.08 | 1.01 | 2.45 | -0.75 | 1.23 | 2.41 | 2.45 | -0.52 | 1.01 | 1.28 | -0.31 | 1.43 | 2.43 | 0.95 | 0.18 | 1.35 | 2.48 | 0.16 | -0.03 | 1.19 | -0.63 | 1.37 | 3.04 | 0.02 | 0.72 |
| Standard Deviation(%) | NA | 10.93 | 9.90 | 9.98 | 7.63 | NA | NA | … | … | 9.58 | 10.97 | 8.62 | 9.86 | 11.52 | 8.46 | 3.93 | 5.94 | 2.86 | 3.16 | 3.87 | 4.18 | 5.79 | 5.04 | 7.06 | 8.21 | 6.74 | 3.29 | 6.66 | 4.13 | 6.13 | 8.13 | 7.08 | 6.45 | 5.30 |
| Draw Down(%) | NA | 7.37 | 11.18 | 11.30 | 11.30 | NA | NA | … | … | 0.77 | 7.37 | 6.77 | 11.30 | 5.38 | 9.05 | 1.23 | 8.63 | 1.40 | 2.72 | 4.30 | 2.81 | 4.01 | 5.12 | 6.82 | 7.16 | 3.71 | 2.76 | 5.13 | 3.35 | 7.63 | 7.08 | 3.24 | 7.08 | 5.07 |
| Yield(%) | NA | 20.11 | 13.15 | 9.68 | 6.16 | NA | NA | … | … | NA | 4.39 | 19.37 | 9.64 | 5.83 | 6.16 | 3.52 | 2.96 | 0.30 | 1.31 | 3.83 | 4.59 | 1.19 | 2.93 | 3.00 | 3.24 | 2.98 | 3.11 | 3.01 | 4.52 | 4.02 | 11.58 | 6.34 | 5.53 | 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 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
1.75%
Mar 2015 – Mar 2018 |
2.12%
Dec 2013 – Dec 2018 |
4.71%
Mar 2010 – Mar 2020 |
5.25%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Agrium 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
15.22%
Dec 2018 – Dec 2021 |
15.20%
Nov 2019 – Nov 2024 |
8.98%
Nov 2014 – Nov 2024 |
8.66%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart