Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 33.75% | 12.33% | 12.99% | 9.38% | 9.38% | 7.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT 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 (%) | -0.72 | 33.75 | 12.33 | 12.99 | 9.38 | 9.38 | 7.87 | … | … | 0.67 | 23.87 | 24.58 | -7.08 | 13.14 | 12.15 | 17.46 | -4.07 | 13.43 | 6.33 | 0.74 | 6.19 | 16.28 | 10.40 | -0.50 | 11.45 | 21.02 | -24.02 | 6.82 | 12.59 | 6.26 | 9.46 | 20.28 | -9.95 | -6.23 |
| Sharpe Ratio | NA | 2.58 | 0.95 | 0.89 | 0.82 | NA | NA | … | … | 0.09 | 2.46 | 2.71 | -0.63 | 1.77 | 0.66 | 2.40 | -0.59 | 3.30 | 0.76 | 0.08 | 0.96 | 2.35 | 1.31 | -0.04 | 1.00 | 1.26 | -1.10 | 0.40 | 1.47 | 0.74 | 1.37 | 2.21 | -0.84 | -0.77 |
| Standard Deviation(%) | NA | 7.01 | 9.77 | 11.58 | 9.80 | NA | NA | … | … | 6.89 | 7.04 | 7.51 | 13.40 | 7.43 | 18.11 | 6.69 | 9.12 | 3.88 | 8.08 | 9.15 | 6.45 | 6.92 | 7.89 | 14.19 | 11.40 | 16.66 | 22.61 | 9.61 | 6.33 | 5.50 | 6.21 | 8.87 | 13.20 | 11.08 |
| Draw Down(%) | NA | 4.27 | 14.79 | 20.30 | 20.30 | NA | NA | … | … | 0.45 | 4.27 | 4.49 | 15.25 | 3.33 | 20.30 | 3.37 | 11.01 | 1.27 | 6.18 | 7.72 | 4.88 | 4.74 | 6.58 | 13.08 | 8.90 | 16.12 | 32.75 | 6.36 | 6.15 | 3.86 | 4.58 | 8.03 | 18.09 | 18.08 |
| Yield(%) | NA | 14.55 | 9.34 | 6.48 | 4.37 | NA | NA | … | … | NA | 4.73 | 13.43 | 7.25 | 1.86 | 2.41 | 2.10 | 1.87 | 0.82 | 2.29 | 4.32 | 2.19 | 5.31 | 2.42 | 2.33 | 2.32 | 2.26 | 2.25 | 5.77 | 2.68 | 2.26 | 2.30 | 2.62 | 2.50 | 2.53 |
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 |
|---|---|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-7.48%
Feb 2006 – Feb 2009 |
-1.60%
Feb 2004 – Feb 2009 |
4.42%
Feb 2001 – Feb 2011 |
4.62%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate |
16.97%
Feb 2009 – Feb 2012 |
14.39%
Feb 2009 – Feb 2014 |
9.82%
Feb 2009 – Feb 2019 |
10.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart