Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.53% | 2.09% | 6.91% | 6.33% | 7.59% | 7.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOWSERVE CORPORATION RETIREMENT 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 (%) | -0.97 | 23.53 | 2.09 | 6.91 | 6.33 | 7.59 | 7.00 | … | … | 0.37 | 6.20 | 14.74 | -15.71 | 10.18 | 15.77 | 20.33 | -6.36 | 11.02 | 7.96 | 0.24 | 6.87 | 14.56 | 12.23 | 1.88 | 12.57 | 21.33 | -20.69 | 8.04 | 11.64 | 9.95 | 13.74 | 22.04 | -4.33 | 2.99 |
| Sharpe Ratio | NA | 0.09 | -0.23 | 0.25 | 0.42 | NA | NA | … | … | 0.05 | -0.05 | 1.23 | -1.17 | 1.30 | 0.85 | 2.86 | -0.84 | 2.63 | 0.86 | 0.02 | 1.13 | 2.21 | 1.65 | 0.14 | 1.17 | 1.35 | -1.04 | 0.56 | 1.21 | 1.27 | 1.79 | 2.72 | -0.51 | 0.08 |
| Standard Deviation(%) | NA | 8.25 | 10.88 | 12.24 | 10.20 | NA | NA | … | … | 5.93 | 8.30 | 8.53 | 14.60 | 7.81 | 18.20 | 6.61 | 9.12 | 3.94 | 9.04 | 8.36 | 6.05 | 6.56 | 7.37 | 13.30 | 10.63 | 15.73 | 20.69 | 9.01 | 6.91 | 6.15 | 7.14 | 7.86 | 10.66 | 8.34 |
| Draw Down(%) | NA | 6.05 | 20.80 | 21.89 | 21.89 | NA | NA | … | … | 0.48 | 6.02 | 8.33 | 21.39 | 3.43 | 21.64 | 3.23 | 12.74 | 1.89 | 6.22 | 7.74 | 4.54 | 5.39 | 6.01 | 12.26 | 8.36 | 16.36 | 32.19 | 5.77 | 6.86 | 4.17 | 5.45 | 7.31 | 15.70 | 11.01 |
| Yield(%) | NA | 4.66 | 4.22 | 3.95 | 3.90 | NA | NA | … | … | NA | 0.69 | 4.41 | 3.80 | 3.74 | 2.88 | 4.58 | 6.15 | 0.33 | 5.01 | 4.11 | 3.83 | 2.70 | 2.66 | 2.43 | 2.53 | 2.72 | 3.61 | 6.70 | 5.09 | 5.01 | 3.73 | 2.91 | 3.56 | 4.02 |
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 |
|---|---|---|---|---|
| FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-5.97%
Feb 2006 – Feb 2009 |
0.53%
Feb 2004 – Feb 2009 |
4.96%
Oct 2013 – Oct 2023 |
4.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
18.35%
Feb 2009 – Feb 2012 |
15.25%
Feb 2009 – Feb 2014 |
9.95%
Feb 2009 – Feb 2019 |
9.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart