Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| C.R. Bard 401k Plan Tactical Asset Allocation Moderate | NA | -15.97% | -9.61% | 2.01% | 4.51% | 7.44% | 8.16% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| C.R. Bard 401k 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 (%) | -1.36 | -15.97 | -9.61 | 2.01 | 4.51 | 7.44 | 8.16 | … | … | 0.65 | 15.12 | 11.97 | -14.62 | 22.56 | 16.86 | 20.90 | -5.70 | 17.49 | 11.53 | -2.03 | 12.08 | 28.42 | 13.06 | -2.99 | 15.92 | 13.20 | 4.57 | 8.58 | 14.31 | 9.37 | 12.49 | 30.25 | -6.54 | -6.28 |
| Sharpe Ratio | NA | 0.15 | 0.01 | 0.22 | 0.30 | NA | NA | … | … | 0.06 | 0.14 | 0.73 | -0.92 | 1.53 | 0.67 | 1.57 | -0.48 | 2.52 | 0.98 | -0.16 | 1.02 | 2.60 | 1.01 | -0.13 | 0.94 | 1.11 | 0.37 | 0.45 | 1.18 | 0.92 | 1.46 | 2.88 | -1.11 | -1.29 |
| Standard Deviation(%) | NA | 61.20 | 37.26 | 31.61 | 23.87 | NA | NA | … | … | 9.59 | 61.21 | 10.61 | 17.41 | 14.72 | 24.92 | 12.40 | 14.69 | 6.70 | 11.58 | 12.89 | 11.86 | 10.91 | 12.90 | 23.60 | 16.78 | 11.78 | 9.89 | 12.45 | 9.36 | 7.85 | 7.92 | 10.25 | 6.88 | 6.64 |
| Draw Down(%) | NA | 36.20 | 36.20 | 36.20 | 36.20 | NA | NA | … | … | 0.67 | 36.20 | 9.46 | 20.24 | 5.60 | 25.81 | 7.66 | 18.94 | 3.01 | 7.36 | 12.68 | 7.69 | 6.32 | 10.13 | 22.20 | 14.54 | 8.73 | 6.50 | 8.55 | 10.25 | 5.54 | 6.95 | 4.79 | 9.00 | 10.45 |
| Yield(%) | NA | 3.95 | 3.56 | 3.24 | 3.19 | NA | NA | … | … | NA | 0.28 | 4.79 | 2.37 | 3.61 | 1.56 | 5.03 | 3.56 | 2.34 | 3.58 | 2.36 | 4.03 | 3.45 | 2.08 | 1.21 | 1.64 | 1.27 | 4.45 | 5.21 | 4.87 | 2.16 | 1.82 | 1.51 | 1.85 | 3.38 |
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 |
|---|---|---|---|---|
| C.R. Bard 401k Plan Tactical Asset Allocation Moderate |
-9.23%
Oct 2021 – Oct 2024 |
2.01%
Oct 2019 – Oct 2024 |
4.51%
Oct 2014 – Oct 2024 |
7.47%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| C.R. Bard 401k Plan Tactical Asset Allocation Moderate |
20.08%
Dec 2018 – Dec 2021 |
15.35%
Jun 2009 – Jun 2014 |
13.06%
Dec 2011 – Dec 2021 |
12.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart