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 Strategic Asset Allocation – Optimal Moderate | NA | 32.48% | 12.29% | 11.90% | 7.83% | 7.78% | 7.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Garmin International, Inc. 401(k) and Pension Plan Strategic Asset Allocation – Optimal 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 (%) | -0.78 | 32.48 | 12.29 | 11.90 | 7.83 | 7.78 | 7.24 | … | … | 0.68 | 17.96 | 22.29 | -4.01 | 7.64 | 11.13 | 16.13 | -7.64 | 9.75 | 8.11 | -0.30 | 0.80 | 11.71 | 10.47 | -1.51 | 12.14 | 23.79 | -23.67 | 7.08 | 15.34 | 11.57 | 14.97 | 23.91 | -1.38 | 0.87 |
| Sharpe Ratio | NA | 1.59 | 0.84 | 0.71 | 0.63 | NA | NA | … | … | 0.08 | 1.43 | 2.30 | -0.45 | 0.86 | 0.60 | 2.08 | -0.91 | 1.75 | 0.86 | -0.04 | 0.13 | 1.73 | 1.30 | -0.10 | 0.99 | 1.20 | -1.04 | 0.41 | 1.67 | 1.52 | 1.96 | 3.28 | -0.29 | -0.18 |
| Standard Deviation(%) | NA | 7.92 | 9.41 | 11.58 | 9.91 | NA | NA | … | … | 7.42 | 7.95 | 7.84 | 11.85 | 8.89 | 18.03 | 7.09 | 9.80 | 5.20 | 9.25 | 7.41 | 6.00 | 6.75 | 8.00 | 14.89 | 12.14 | 19.82 | 23.71 | 10.08 | 7.21 | 6.20 | 7.14 | 7.09 | 8.55 | 8.11 |
| Draw Down(%) | NA | 5.43 | 13.80 | 21.11 | 21.11 | NA | NA | … | … | 0.47 | 5.37 | 4.91 | 14.10 | 4.58 | 21.11 | 4.34 | 14.40 | 2.21 | 7.21 | 7.72 | 5.22 | 5.62 | 7.07 | 14.24 | 9.00 | 18.73 | 34.66 | 6.99 | 8.22 | 4.07 | 7.10 | 7.74 | 14.93 | 11.45 |
| Yield(%) | NA | 16.10 | 11.44 | 8.34 | 5.70 | NA | NA | … | … | NA | 4.63 | 15.26 | 8.82 | 4.84 | 4.56 | 2.75 | 4.90 | 0.66 | 3.35 | 3.30 | 3.49 | 3.78 | 3.27 | 2.46 | 2.40 | 2.04 | 3.89 | 6.90 | 5.83 | 4.33 | 3.90 | 2.06 | 3.03 | 2.51 |
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 |
|---|---|---|---|---|
| Garmin International, Inc. 401(k) and Pension Plan Strategic Asset Allocation – Optimal Moderate |
-7.54%
Feb 2006 – Feb 2009 |
0.40%
Feb 2004 – Feb 2009 |
3.78%
Mar 2010 – Mar 2020 |
3.53%
Sep 2007 – Sep 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 Strategic Asset Allocation – Optimal Moderate |
20.56%
Mar 2003 – Mar 2006 |
15.91%
Oct 2002 – Oct 2007 |
9.33%
Mar 2003 – Mar 2013 |
8.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart