Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Garmin International, Inc. 401(k) and Pension Plan Tactical Asset Allocation Moderate | NA | 6.88% | 5.98% | 3.39% | 2.88% | 5.82% | 7.15% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Garmin International, Inc. 401(k) and Pension 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 (%) | -0.16 | 6.88 | 5.98 | 3.39 | 2.88 | 5.82 | 7.15 | … | … | 0.41 | 17.65 | -8.63 | 9.26 | 12.89 | 1.41 | -6.25 | 11.40 | 9.31 | -5.32 | -1.22 | 12.80 | 9.69 | 0.91 | 14.39 | 25.20 | -5.93 | 16.13 | 15.69 | 10.72 | 14.85 | 23.77 | 8.86 | 2.53 |
| Sharpe Ratio | NA | 1.72 | 0.42 | 0.55 | 0.40 | NA | NA | … | … | 0.02 | 1.88 | -1.05 | 0.99 | 1.40 | 0.00 | -1.12 | 2.05 | 1.64 | -1.01 | -0.22 | 1.77 | 1.64 | 0.09 | 1.10 | 2.49 | -1.04 | 1.13 | 1.37 | 1.18 | 1.55 | 4.53 | 1.55 | 0.03 |
| Standard Deviation(%) | NA | 7.41 | 8.63 | 8.26 | 7.08 | NA | NA | … | … | 7.56 | 7.12 | 9.55 | 9.33 | 9.07 | 5.18 | 6.76 | 5.27 | 5.56 | 5.31 | 5.61 | 7.19 | 5.86 | 9.93 | 12.97 | 10.09 | 6.58 | 11.59 | 9.07 | 7.23 | 8.99 | 5.09 | 4.99 | 6.31 |
| Draw Down(%) | NA | 4.21 | 14.54 | 14.54 | 19.18 | NA | NA | … | … | 2.17 | 4.21 | 13.72 | 4.37 | 11.72 | 4.70 | 12.38 | 2.16 | 2.93 | 7.92 | 5.62 | 6.39 | 4.68 | 9.60 | 8.97 | 5.03 | 9.61 | 8.81 | 12.10 | 5.11 | 11.44 | 2.39 | 6.96 | 6.83 |
| Yield(%) | NA | 16.04 | 10.39 | 7.44 | 5.36 | NA | NA | … | … | 0.98 | 15.96 | 7.90 | 6.12 | 3.48 | 2.57 | 2.23 | 0.34 | 3.64 | 6.76 | 3.46 | 3.06 | 4.86 | 2.77 | 4.40 | 6.12 | 3.46 | 8.57 | 8.40 | 6.05 | 5.37 | 3.92 | 6.52 | 7.21 |
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 |
|---|---|---|---|---|
| Garmin International, Inc. 401(k) and Pension Plan Tactical Asset Allocation Moderate |
-1.37%
Oct 2017 – Oct 2020 |
0.40%
Mar 2015 – Mar 2020 |
2.88%
Oct 2013 – Oct 2023 |
4.70%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Garmin International, Inc. 401(k) and Pension Plan Tactical Asset Allocation Moderate |
18.28%
Oct 2004 – Oct 2007 |
17.30%
Oct 2002 – Oct 2007 |
12.89%
Apr 2001 – Apr 2011 |
10.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart