Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Tactical Asset Allocation Moderate | NA | 26.74% | -0.99% | 5.90% | 4.11% | 4.87% | 5.68% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership 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 (%) | -0.93 | 26.74 | -0.99 | 5.90 | 4.11 | 4.87 | 5.68 | … | … | 0.37 | 8.47 | 14.90 | -18.93 | 6.13 | 18.85 | 14.09 | -8.71 | 0.17 | 12.17 | -2.57 | 0.50 | 21.43 | -0.22 | 1.34 | 6.35 | 11.94 | -1.07 | 14.32 | 11.99 | 3.18 | 9.53 | 16.66 | 8.24 | 7.31 |
| Sharpe Ratio | NA | 0.30 | -0.22 | 0.20 | 0.21 | NA | NA | … | … | 0.03 | 0.17 | 1.02 | -1.21 | 0.48 | 1.84 | 1.96 | -1.09 | -0.04 | 1.86 | -0.40 | 0.06 | 2.62 | -0.04 | 0.15 | 0.57 | 1.43 | -0.45 | 1.08 | 1.04 | 0.15 | 0.98 | 2.45 | 1.91 | 1.02 |
| Standard Deviation(%) | NA | 10.89 | 13.04 | 12.46 | 10.62 | NA | NA | … | … | 9.23 | 10.98 | 10.39 | 16.81 | 12.67 | 10.11 | 6.47 | 9.22 | 11.95 | 6.42 | 6.43 | 7.80 | 8.15 | 6.25 | 8.90 | 10.96 | 8.28 | 4.43 | 10.46 | 8.37 | 6.56 | 8.73 | 6.51 | 3.73 | 4.91 |
| Draw Down(%) | NA | 7.88 | 21.33 | 28.75 | 28.75 | NA | NA | … | … | 0.71 | 7.88 | 10.43 | 22.84 | 10.36 | 9.20 | 3.11 | 17.57 | 10.27 | 4.17 | 7.67 | 5.99 | 3.65 | 6.30 | 8.27 | 12.12 | 4.88 | 5.58 | 7.60 | 10.34 | 5.27 | 8.21 | 3.67 | 1.96 | 4.06 |
| Yield(%) | NA | 2.80 | 2.50 | 2.99 | 2.74 | NA | NA | … | … | NA | 0.54 | 2.69 | 1.40 | 3.03 | 3.72 | 4.29 | 2.96 | 0.10 | 5.43 | 1.75 | 2.15 | 1.49 | 1.83 | 1.54 | 1.94 | 3.77 | 3.37 | 3.74 | 3.39 | 3.86 | 1.86 | 3.39 | 5.42 | 6.36 |
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 Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Tactical Asset Allocat |
-2.67%
Apr 2021 – Apr 2024 |
-1.24%
Sep 2017 – Sep 2022 |
2.09%
Oct 2013 – Oct 2023 |
3.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Tactical Asset Allocat |
12.90%
Dec 2018 – Dec 2021 |
11.98%
Oct 2002 – Oct 2007 |
9.22%
Apr 2001 – Apr 2011 |
7.70%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart