Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GARTNER INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 27.22% | 7.17% | 11.63% | 9.23% | 9.87% | 9.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GARTNER INC. SAVINGS AND INVESTMENT 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 (%) | -1.23 | 27.22 | 7.17 | 11.63 | 9.23 | 9.87 | 9.94 | … | … | 0.72 | 14.11 | 18.09 | -9.62 | 12.54 | 20.86 | 17.85 | -3.23 | 14.40 | 6.10 | 2.79 | 9.78 | 15.62 | 10.57 | 5.24 | 11.72 | 11.63 | 5.25 | 9.97 | 14.00 | 8.14 | 12.46 | 21.71 | -14.05 | -1.47 |
| Sharpe Ratio | NA | 0.81 | 0.30 | 0.61 | 0.67 | NA | NA | … | … | 0.05 | 0.68 | 1.69 | -0.80 | 1.29 | 1.03 | 2.25 | -0.46 | 3.09 | 0.68 | 0.30 | 1.26 | 2.29 | 1.42 | 0.39 | 1.07 | 1.05 | 0.41 | 0.59 | 1.29 | 0.86 | 1.42 | 2.55 | -1.54 | -0.88 |
| Standard Deviation(%) | NA | 11.12 | 11.26 | 13.21 | 10.97 | NA | NA | … | … | 12.70 | 11.13 | 8.18 | 13.69 | 9.68 | 19.95 | 7.31 | 9.89 | 4.46 | 8.67 | 9.25 | 7.76 | 6.82 | 7.40 | 13.40 | 10.87 | 10.98 | 10.50 | 11.83 | 8.30 | 6.93 | 8.10 | 8.25 | 9.87 | 4.28 |
| Draw Down(%) | NA | 6.84 | 14.68 | 20.57 | 20.57 | NA | NA | … | … | 1.09 | 6.84 | 6.47 | 15.28 | 4.59 | 20.57 | 4.00 | 11.95 | 1.34 | 7.64 | 7.07 | 4.35 | 5.18 | 5.95 | 10.41 | 7.24 | 8.67 | 7.25 | 7.80 | 9.04 | 4.30 | 7.08 | 7.01 | 21.08 | 6.38 |
| Yield(%) | NA | 3.58 | 4.00 | 4.84 | 4.41 | NA | NA | … | … | NA | 1.24 | 3.78 | 2.42 | 5.51 | 7.05 | 6.61 | 3.76 | 4.77 | 5.95 | 2.88 | 3.46 | 3.95 | 2.65 | 2.55 | 1.69 | 1.44 | 3.18 | 3.75 | 3.90 | 2.32 | 1.04 | 1.71 | 1.90 | 1.75 |
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 |
|---|---|---|---|---|
| GARTNER INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
1.93%
Jul 2001 – Jul 2004 |
4.93%
Mar 2015 – Mar 2020 |
7.49%
Sep 2001 – Sep 2011 |
7.77%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GARTNER INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
17.29%
Mar 2003 – Mar 2006 |
13.87%
Oct 2002 – Oct 2007 |
11.88%
Mar 2003 – Mar 2013 |
10.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart