Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MERRILL CORPORATION 401K INCENTIVE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.47% | 0.10% | 5.30% | 3.51% | 3.93% | 6.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERRILL CORPORATION 401K INCENTIVE 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 (%) | -1.47 | 19.47 | 0.10 | 5.30 | 3.51 | 3.93 | 6.24 | … | … | 0.61 | 6.54 | 7.77 | -13.71 | 6.57 | 17.97 | 2.23 | -4.76 | 9.97 | 9.08 | -6.12 | -0.70 | 13.62 | 6.62 | -2.27 | 4.01 | 22.97 | -1.31 | 13.43 | 16.54 | 13.56 | 15.49 | 21.24 | 8.70 | 8.02 |
| Sharpe Ratio | NA | 0.12 | -0.43 | 0.23 | 0.21 | NA | NA | … | … | 0.05 | -0.01 | 0.49 | -1.65 | 0.70 | 1.96 | 0.16 | -0.90 | 1.81 | 1.58 | -1.17 | -0.12 | 1.98 | 1.23 | -0.20 | 0.35 | 2.40 | -0.38 | 0.98 | 1.50 | 1.76 | 1.84 | 4.02 | 1.67 | 1.11 |
| Standard Deviation(%) | NA | 10.24 | 8.97 | 9.06 | 7.53 | NA | NA | … | … | 11.16 | 10.25 | 7.12 | 9.14 | 9.32 | 9.03 | 5.10 | 6.72 | 5.16 | 5.61 | 5.26 | 6.15 | 6.87 | 5.32 | 11.50 | 11.26 | 9.51 | 5.81 | 10.60 | 8.86 | 6.47 | 7.92 | 5.11 | 4.56 | 5.14 |
| Draw Down(%) | NA | 7.82 | 17.16 | 20.17 | 20.17 | NA | NA | … | … | 0.95 | 7.82 | 6.95 | 14.51 | 5.22 | 9.20 | 4.88 | 11.03 | 3.16 | 3.85 | 8.06 | 5.74 | 5.18 | 4.83 | 11.90 | 10.46 | 4.82 | 6.03 | 8.56 | 12.40 | 5.50 | 8.68 | 2.66 | 3.37 | 3.85 |
| Yield(%) | NA | 4.10 | 4.52 | 4.24 | 3.16 | NA | NA | … | … | NA | 0.78 | 3.85 | 2.95 | 5.84 | 5.79 | 2.37 | 1.27 | 0.30 | 3.27 | 2.51 | 2.84 | 4.81 | 4.48 | 2.70 | 3.92 | 5.77 | 3.40 | 7.27 | 6.62 | 7.84 | 4.48 | 4.90 | 6.31 | 8.13 |
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 |
|---|---|---|---|---|
| MERRILL CORPORATION 401K INCENTIVE SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.83%
Apr 2021 – Apr 2024 |
0.10%
Feb 2018 – Feb 2023 |
1.83%
Oct 2013 – Oct 2023 |
3.48%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERRILL CORPORATION 401K INCENTIVE SAVINGS PLAN Tactical Asset Allocation Moderate |
19.43%
Apr 2003 – Apr 2006 |
17.10%
Oct 2002 – Oct 2007 |
12.43%
Apr 2001 – Apr 2011 |
9.04%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart