Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Unilever 1165E Employee Savings Plan Tactical Asset Allocation Moderate | NA | 22.51% | 2.76% | 6.52% | 5.15% | 5.63% | 6.33% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Unilever 1165E Employee 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 (%) | -0.99 | 22.51 | 2.76 | 6.52 | 5.15 | 5.63 | 6.33 | … | … | 0.76 | 9.21 | 12.67 | -15.50 | 8.27 | 16.02 | 9.65 | -2.67 | 11.41 | 3.76 | -0.84 | 2.05 | 11.78 | 6.28 | 4.22 | 5.61 | 16.65 | -2.83 | 10.06 | 12.46 | 6.21 | 8.37 | 19.56 | 3.20 | 2.31 |
| Sharpe Ratio | NA | 0.42 | -0.20 | 0.35 | 0.44 | NA | NA | … | … | 0.08 | 0.26 | 1.13 | -1.74 | 0.94 | 1.89 | 2.00 | -0.54 | 2.47 | 0.88 | -0.18 | 0.40 | 1.84 | 1.40 | 0.65 | 0.67 | 2.26 | -1.18 | 0.76 | 1.34 | 0.76 | 1.04 | 3.83 | 1.04 | 0.01 |
| Standard Deviation(%) | NA | 9.98 | 9.15 | 8.94 | 7.27 | NA | NA | … | … | 8.83 | 10.00 | 7.48 | 9.69 | 8.79 | 8.37 | 4.12 | 7.32 | 4.37 | 4.05 | 4.87 | 5.12 | 6.39 | 4.44 | 6.39 | 8.28 | 7.33 | 3.18 | 9.33 | 6.89 | 5.32 | 7.17 | 4.92 | 2.01 | 0.05 |
| Draw Down(%) | NA | 7.47 | 14.97 | 16.05 | 16.05 | NA | NA | … | … | 0.68 | 7.47 | 6.63 | 16.05 | 5.20 | 8.83 | 3.32 | 8.72 | 2.92 | 3.80 | 4.51 | 4.91 | 5.25 | 3.83 | 3.67 | 6.49 | 3.40 | 5.06 | 6.53 | 8.50 | 4.37 | 5.82 | 2.40 | 2.43 | 0.00 |
| Yield(%) | NA | 5.16 | 5.15 | 4.73 | 3.51 | NA | NA | … | … | NA | 0.85 | 5.29 | 2.23 | 7.37 | 3.82 | 5.04 | 4.07 | 0.16 | 3.40 | 1.84 | 1.91 | 0.57 | 2.82 | 2.51 | 2.77 | 3.86 | 1.14 | 4.75 | 6.43 | 4.53 | 2.66 | 4.03 | 1.51 | 2.31 |
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 |
|---|---|---|---|---|
| Unilever 1165E Employee Savings Plan Tactical Asset Allocation Moderate |
1.01%
Dec 2020 – Dec 2023 |
2.52%
Dec 2017 – Dec 2022 |
3.19%
Oct 2013 – Oct 2023 |
4.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Unilever 1165E Employee Savings Plan Tactical Asset Allocation Moderate |
12.23%
Apr 2003 – Apr 2006 |
12.63%
Oct 2002 – Oct 2007 |
8.77%
Oct 2002 – Oct 2012 |
7.85%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart