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 Strategic Asset Allocation – Optimal Moderate | NA | 24.74% | 3.06% | 7.87% | 6.05% | 7.36% | 6.92% | … | … |
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 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 (%) | -1.20 | 24.74 | 3.06 | 7.87 | 6.05 | 7.36 | 6.92 | … | … | 0.38 | 8.43 | 15.55 | -15.46 | 9.66 | 18.45 | 17.79 | -6.85 | 11.88 | 5.57 | -1.26 | 3.39 | 13.13 | 13.79 | -2.68 | 17.06 | 27.62 | -24.30 | 7.69 | 14.03 | 10.91 | 14.59 | 24.26 | -4.20 | 2.84 |
| Sharpe Ratio | NA | 0.38 | -0.16 | 0.35 | 0.43 | NA | NA | … | … | 0.04 | 0.21 | 1.32 | -1.28 | 1.08 | 1.03 | 2.74 | -0.88 | 2.69 | 0.63 | -0.15 | 0.54 | 1.87 | 1.74 | -0.18 | 1.42 | 1.52 | -1.13 | 0.49 | 1.39 | 1.24 | 1.82 | 2.96 | -0.48 | 0.06 |
| Standard Deviation(%) | NA | 8.49 | 10.32 | 11.92 | 9.95 | NA | NA | … | … | 8.26 | 8.55 | 8.54 | 13.12 | 8.91 | 17.62 | 5.97 | 9.26 | 4.18 | 8.53 | 8.34 | 6.25 | 7.02 | 7.90 | 15.12 | 11.92 | 18.06 | 22.28 | 9.59 | 7.73 | 7.06 | 7.48 | 7.96 | 10.98 | 9.48 |
| Draw Down(%) | NA | 5.16 | 21.31 | 21.71 | 21.71 | NA | NA | … | … | 0.69 | 5.16 | 8.57 | 21.71 | 5.95 | 20.83 | 3.10 | 13.55 | 1.67 | 6.84 | 8.96 | 4.84 | 7.10 | 7.38 | 15.23 | 9.05 | 18.04 | 35.06 | 6.38 | 8.11 | 4.75 | 6.14 | 7.70 | 17.01 | 11.90 |
| Yield(%) | NA | 4.01 | 3.56 | 3.20 | 2.71 | NA | NA | … | … | NA | 0.73 | 3.97 | 2.16 | 4.01 | 2.95 | 2.69 | 2.69 | 0.46 | 2.01 | 2.86 | 3.16 | 2.90 | 4.67 | 3.33 | 4.15 | 3.72 | 5.27 | 6.09 | 6.81 | 7.56 | 5.83 | 4.53 | 3.64 | 5.49 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.54%
Feb 2006 – Feb 2009 |
0.34%
Feb 2004 – Feb 2009 |
4.26%
Oct 2013 – Oct 2023 |
4.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERRILL CORPORATION 401K INCENTIVE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.81%
Feb 2009 – Feb 2012 |
16.27%
Feb 2009 – Feb 2014 |
10.07%
Mar 2003 – Mar 2013 |
9.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart