Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE AMETEK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.76% | -0.48% | 5.26% | 4.21% | 4.93% | 5.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE AMETEK RETIREMENT AND 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 (%) | -1.09 | 21.76 | -0.48 | 5.26 | 4.21 | 4.93 | 5.52 | … | … | 0.38 | 2.97 | 11.41 | -15.90 | 6.85 | 21.37 | 9.96 | -4.58 | 9.83 | 4.53 | -4.24 | 5.40 | 13.19 | -1.02 | 5.16 | 7.26 | 9.46 | 0.03 | 10.72 | 12.15 | 3.63 | 7.59 | 12.42 | -0.47 | 6.27 |
| Sharpe Ratio | NA | -0.21 | -0.36 | 0.20 | 0.25 | NA | NA | … | … | 0.05 | -0.38 | 0.75 | -1.09 | 0.74 | 2.70 | 1.64 | -0.82 | 1.85 | 0.92 | -0.83 | 1.00 | 2.02 | -0.11 | 0.67 | 0.66 | 1.11 | -0.21 | 0.83 | 1.08 | 0.25 | 1.04 | 2.11 | -0.34 | 1.04 |
| Standard Deviation(%) | NA | 9.43 | 11.98 | 10.77 | 8.55 | NA | NA | … | … | 6.83 | 9.51 | 9.55 | 15.80 | 9.26 | 7.83 | 5.23 | 7.19 | 4.98 | 4.72 | 5.11 | 5.39 | 6.52 | 9.43 | 7.70 | 10.84 | 8.45 | 4.29 | 9.33 | 8.22 | 5.90 | 6.41 | 5.57 | 4.67 | 3.82 |
| Draw Down(%) | NA | 6.56 | 21.60 | 24.70 | 24.70 | NA | NA | … | … | 0.48 | 6.43 | 10.74 | 23.22 | 5.57 | 6.53 | 2.38 | 9.95 | 3.37 | 3.75 | 6.92 | 5.20 | 4.06 | 11.92 | 5.35 | 9.11 | 5.53 | 7.23 | 7.36 | 10.35 | 4.30 | 5.99 | 4.19 | 5.44 | 2.30 |
| Yield(%) | NA | 3.71 | 3.19 | 3.16 | 2.47 | NA | NA | … | … | NA | 0.55 | 3.56 | 3.15 | 1.98 | 4.76 | 2.29 | 2.36 | 0.05 | 2.89 | 1.47 | 1.84 | 2.20 | 3.12 | 2.26 | 2.76 | 4.17 | 2.98 | 2.98 | 1.96 | 2.83 | 3.21 | 3.47 | 4.09 | 5.39 |
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 |
|---|---|---|---|---|
| THE AMETEK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.48%
Apr 2021 – Apr 2024 |
0.84%
Sep 2017 – Sep 2022 |
2.73%
Oct 2013 – Oct 2023 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE AMETEK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
12.56%
Dec 2018 – Dec 2021 |
10.02%
Oct 2002 – Oct 2007 |
7.38%
Aug 2004 – Aug 2014 |
6.57%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart