Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 22.80% | 2.90% | 6.59% | 6.49% | 8.00% | 7.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT 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 (%) | -0.99 | 22.80 | 2.90 | 6.59 | 6.49 | 8.00 | 7.22 | … | … | 0.05 | 4.80 | 15.29 | -14.63 | 10.46 | 13.07 | 18.76 | -5.08 | 13.20 | 7.06 | 1.18 | 6.97 | 14.84 | 13.98 | 0.18 | 14.74 | 26.50 | -22.44 | 8.44 | 11.04 | 7.60 | 13.31 | 22.75 | -5.14 | -0.98 |
| Sharpe Ratio | NA | -0.15 | -0.24 | 0.21 | 0.42 | NA | NA | … | … | 0.00 | -0.20 | 1.31 | -1.13 | 1.30 | 0.69 | 2.61 | -0.68 | 3.04 | 0.81 | 0.13 | 1.03 | 2.10 | 1.73 | 0.01 | 1.24 | 1.56 | -1.05 | 0.58 | 1.03 | 0.88 | 1.86 | 2.59 | -0.53 | -0.33 |
| Standard Deviation(%) | NA | 9.13 | 10.91 | 12.43 | 10.36 | NA | NA | … | … | 7.33 | 9.16 | 8.43 | 14.20 | 8.04 | 18.70 | 6.65 | 9.34 | 4.14 | 8.48 | 9.08 | 6.74 | 7.05 | 8.07 | 15.26 | 11.82 | 16.91 | 22.24 | 9.48 | 7.58 | 6.15 | 6.66 | 8.51 | 11.82 | 9.95 |
| Draw Down(%) | NA | 7.30 | 20.77 | 22.86 | 22.86 | NA | NA | … | … | 0.62 | 7.18 | 8.06 | 21.07 | 3.46 | 22.86 | 2.84 | 12.01 | 1.41 | 7.22 | 9.00 | 5.09 | 6.30 | 6.25 | 15.24 | 9.23 | 18.34 | 33.54 | 5.81 | 7.89 | 3.91 | 5.25 | 7.32 | 16.86 | 13.32 |
| Yield(%) | NA | 4.60 | 4.48 | 4.08 | 3.88 | NA | NA | … | … | NA | 0.98 | 4.26 | 4.71 | 3.36 | 4.18 | 2.89 | 5.02 | 0.53 | 2.68 | 5.84 | 4.54 | 4.11 | 4.36 | 2.87 | 4.35 | 4.13 | 4.45 | 7.08 | 3.83 | 4.05 | 3.31 | 3.09 | 3.95 | 4.50 |
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 |
|---|---|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT PLAN Strategic Asset Allocation – Optimal Moderate |
-7.11%
Feb 2006 – Feb 2009 |
-0.61%
Feb 2004 – Feb 2009 |
5.19%
Oct 2013 – Oct 2023 |
5.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT PLAN Strategic Asset Allocation – Optimal Moderate |
20.68%
Feb 2009 – Feb 2012 |
16.92%
Feb 2009 – Feb 2014 |
11.26%
Feb 2009 – Feb 2019 |
9.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart