Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APTARGROUP, INC.PROFIT SHARING AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 5.36% | 5.85% | 7.35% | 7.13% | 7.13% | 6.89% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APTARGROUP, INC.PROFIT SHARING AND SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.32 | 5.36 | 5.85 | 7.35 | 7.13 | 7.13 | 6.89 | … | … | 3.77 | 20.30 | -19.95 | 16.67 | 24.15 | 19.93 | -7.06 | 25.09 | 2.99 | -2.58 | 9.12 | 17.71 | 6.80 | -0.49 | 4.26 | 12.04 | 0.93 | 8.68 | 7.79 | 5.51 | 4.50 | 13.91 | -3.60 | 2.31 |
| Sharpe Ratio | NA | 1.44 | 0.27 | 0.73 | 0.62 | NA | NA | … | … | 0.38 | 1.38 | -1.52 | 1.30 | 1.62 | 2.03 | -0.58 | 3.55 | 0.25 | -0.22 | 0.87 | 2.66 | 1.06 | -0.05 | 0.40 | 1.57 | 0.15 | 0.61 | 0.69 | 0.57 | 0.59 | 2.32 | -0.99 | 0.01 |
| Standard Deviation(%) | NA | 11.61 | 12.73 | 12.62 | 11.99 | NA | NA | … | … | 9.26 | 11.62 | 14.07 | 12.79 | 14.73 | 9.14 | 14.42 | 6.89 | 11.19 | 12.10 | 10.48 | 6.65 | 6.38 | 11.34 | 10.36 | 7.59 | 0.03 | 9.28 | 6.52 | 5.85 | 6.01 | 5.70 | 4.74 | 0.05 |
| Draw Down(%) | NA | 9.12 | 24.27 | 24.27 | 24.27 | NA | NA | … | … | 1.63 | 9.12 | 21.04 | 7.41 | 10.02 | 4.91 | 19.01 | 1.85 | 9.05 | 11.65 | 7.44 | 3.63 | 5.66 | 10.48 | 12.21 | 3.67 | 0.00 | 5.52 | 6.02 | 3.96 | 3.94 | 2.35 | 4.37 | 0.00 |
| Yield(%) | NA | 3.14 | 3.43 | 4.09 | 4.18 | NA | NA | … | … | 0.00 | 3.34 | 3.62 | 3.26 | 7.24 | 3.12 | 4.11 | 4.86 | 2.84 | 3.36 | 6.20 | 3.30 | 1.60 | 0.81 | 0.84 | 0.76 | 0.93 | 2.02 | 5.22 | 1.89 | 0.92 | 0.99 | 2.48 | 2.31 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| APTARGROUP, INC.PROFIT SHARING AND SAVINGS PLAN Tactical Asset Allocation Moderate |
2.70%
Aug 2007 – Aug 2010 |
3.96%
Oct 2007 – Oct 2012 |
5.16%
Oct 2001 – Oct 2011 |
5.27%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTARGROUP, INC.PROFIT SHARING AND SAVINGS PLAN Tactical Asset Allocation Moderate |
20.21%
Dec 2018 – Dec 2021 |
16.26%
Oct 2016 – Oct 2021 |
11.05%
Oct 2011 – Oct 2021 |
9.21%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart