Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 2.89% | 3.24% | 8.59% | 5.79% | 6.92% | 6.51% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.59 | 2.89 | 3.24 | 8.59 | 5.79 | 6.92 | 6.51 | … | … | 3.77 | 9.03 | 12.98 | -16.11 | 6.83 | 16.81 | 22.94 | -5.50 | 11.03 | 6.82 | 2.13 | 3.97 | 16.14 | 12.02 | 1.66 | 14.16 | 29.58 | -26.78 | 8.23 | 11.63 | 8.00 | 11.53 | 23.13 | -9.88 | 9.73 |
| Sharpe Ratio | NA | 0.28 | 0.32 | 0.39 | 0.42 | NA | NA | … | … | 0.19 | 0.61 | 1.01 | -1.20 | 0.72 | 0.82 | 3.10 | -0.68 | 1.89 | 0.75 | 0.24 | 0.55 | 2.37 | 1.54 | 0.12 | 1.25 | 1.85 | -1.22 | 0.53 | 1.13 | 0.87 | 1.32 | 2.38 | -0.81 | 0.60 |
| Standard Deviation(%) | NA | 11.06 | 11.24 | 11.18 | 11.24 | NA | NA | … | … | 13.24 | 8.94 | 9.27 | 14.63 | 9.50 | 20.16 | 6.92 | 10.13 | 5.50 | 8.78 | 8.74 | 7.21 | 6.79 | 7.78 | 14.06 | 11.23 | 15.97 | 22.79 | 9.60 | 7.24 | 6.58 | 7.98 | 9.40 | 13.60 | 12.13 |
| Draw Down(%) | NA | 12.02 | 13.21 | 22.82 | 25.08 | NA | NA | … | … | 11.21 | 5.18 | 9.59 | 22.82 | 5.74 | 25.08 | 3.14 | 13.00 | 3.37 | 8.64 | 7.18 | 5.01 | 5.57 | 6.18 | 12.66 | 8.11 | 17.64 | 36.85 | 6.61 | 6.76 | 4.75 | 6.07 | 6.44 | 21.85 | 12.74 |
| Yield(%) | NA | 4.31 | 4.73 | 4.28 | 4.47 | NA | NA | … | … | NA | 1.02 | 3.94 | 2.73 | 6.61 | 3.33 | 4.22 | 3.80 | 0.41 | 4.70 | 6.45 | 8.36 | 3.71 | 2.38 | 2.60 | 2.61 | 4.11 | 3.41 | 5.83 | 5.68 | 2.96 | 2.21 | 1.77 | 0.27 | 0.30 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Strategic Asset Allocation – Optimal |
-8.43%
Feb 2006 – Feb 2009 |
-1.85%
Feb 2004 – Feb 2009 |
4.64%
Oct 2013 – Oct 2023 |
4.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Strategic Asset Allocation – Optimal |
21.55%
Feb 2009 – Feb 2012 |
17.57%
Feb 2009 – Feb 2014 |
10.95%
Feb 2009 – Feb 2019 |
9.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart