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 Strategic Asset Allocation – Optimal Moderate | NA | 22.67% | 3.60% | 8.22% | 6.97% | 7.79% | 6.75% | … | … |
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 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 (%) | -0.78 | 22.67 | 3.60 | 8.22 | 6.97 | 7.79 | 6.75 | … | … | 0.67 | 10.98 | 14.48 | -12.77 | 8.46 | 16.84 | 16.89 | -4.19 | 14.79 | 5.37 | 1.42 | 5.25 | 18.56 | 10.94 | -2.36 | 11.60 | 21.07 | -23.75 | 6.68 | 11.56 | 7.50 | 11.24 | 19.60 | -9.89 | -2.51 |
| Sharpe Ratio | NA | 0.62 | 0.02 | 0.36 | 0.49 | NA | NA | … | … | 0.08 | 0.51 | 1.19 | -0.94 | 0.85 | 0.88 | 1.98 | -0.52 | 3.03 | 0.60 | 0.15 | 0.72 | 2.64 | 1.27 | -0.16 | 0.92 | 1.17 | -1.08 | 0.37 | 1.14 | 0.82 | 1.45 | 2.17 | -0.87 | -0.41 |
| Standard Deviation(%) | NA | 8.60 | 11.18 | 12.89 | 10.86 | NA | NA | … | … | 7.39 | 8.63 | 8.61 | 15.04 | 9.89 | 18.90 | 7.81 | 10.55 | 4.67 | 8.63 | 9.15 | 7.22 | 7.01 | 8.58 | 15.28 | 12.54 | 17.95 | 22.93 | 10.06 | 7.30 | 6.51 | 7.11 | 8.71 | 12.70 | 11.83 |
| Draw Down(%) | NA | 6.06 | 17.39 | 21.07 | 21.07 | NA | NA | … | … | 0.49 | 6.06 | 7.28 | 18.06 | 4.64 | 21.07 | 4.85 | 12.83 | 1.16 | 7.86 | 8.74 | 5.17 | 4.44 | 7.37 | 15.49 | 9.64 | 16.51 | 33.36 | 7.03 | 7.90 | 4.37 | 6.22 | 8.37 | 20.28 | 17.56 |
| Yield(%) | NA | 3.95 | 3.73 | 3.16 | 2.60 | NA | NA | … | … | NA | 0.65 | 4.22 | 3.37 | 2.69 | 3.18 | 1.60 | 3.15 | 0.37 | 0.97 | 3.38 | 2.19 | 1.92 | 1.42 | 1.35 | 0.86 | 1.03 | 2.48 | 4.94 | 5.03 | 2.56 | 1.15 | 1.11 | 1.21 | 1.51 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.69%
Feb 2006 – Feb 2009 |
-1.16%
Feb 2004 – Feb 2009 |
4.43%
Dec 2001 – Dec 2011 |
4.64%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| C.R. Bard 401k Plan Strategic Asset Allocation – Optimal Moderate |
16.24%
Feb 2009 – Feb 2012 |
14.51%
Feb 2009 – Feb 2014 |
9.90%
Feb 2009 – Feb 2019 |
9.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart