Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 21.51% | 4.30% | 7.84% | 6.39% | 7.25% | 6.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mettler Toledo, Inc. Enhanced 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 (%) | -0.81 | 21.51 | 4.30 | 7.84 | 6.39 | 7.25 | 6.25 | … | … | 0.51 | 10.44 | 13.82 | -10.51 | 8.71 | 13.38 | 15.52 | -4.61 | 12.72 | 5.60 | 0.73 | 5.35 | 16.68 | 11.00 | -2.29 | 10.68 | 21.25 | -25.53 | 6.44 | 11.77 | 7.91 | 11.50 | 21.49 | -10.39 | -0.92 |
| Sharpe Ratio | NA | 0.56 | 0.04 | 0.35 | 0.45 | NA | NA | … | … | 0.07 | 0.47 | 1.17 | -0.85 | 0.94 | 0.70 | 1.86 | -0.59 | 2.53 | 0.63 | 0.08 | 0.76 | 2.32 | 1.27 | -0.15 | 0.84 | 1.15 | -1.18 | 0.35 | 1.16 | 0.87 | 1.37 | 2.27 | -0.91 | -0.27 |
| Standard Deviation(%) | NA | 8.19 | 10.46 | 12.35 | 10.47 | NA | NA | … | … | 6.59 | 8.22 | 8.19 | 13.91 | 9.24 | 18.67 | 7.57 | 10.04 | 4.78 | 8.59 | 9.08 | 7.01 | 7.18 | 8.64 | 15.09 | 12.58 | 18.32 | 22.50 | 9.98 | 7.34 | 6.60 | 7.69 | 9.15 | 12.71 | 11.95 |
| Draw Down(%) | NA | 5.91 | 15.94 | 21.44 | 21.44 | NA | NA | … | … | 0.43 | 5.91 | 6.50 | 16.27 | 3.70 | 21.44 | 4.43 | 12.35 | 1.61 | 7.43 | 8.72 | 5.16 | 4.54 | 7.47 | 15.13 | 10.09 | 16.76 | 33.77 | 6.95 | 7.97 | 4.39 | 6.58 | 8.24 | 20.70 | 16.75 |
| Yield(%) | NA | 4.07 | 3.44 | 3.01 | 2.54 | NA | NA | … | … | NA | 0.65 | 4.31 | 3.13 | 2.05 | 3.08 | 1.85 | 3.17 | 0.36 | 1.06 | 3.40 | 2.15 | 0.22 | 1.52 | 1.46 | 0.96 | 1.00 | 2.93 | 4.70 | 5.03 | 2.70 | 1.16 | 1.29 | 0.92 | 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 |
|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate |
-8.44%
Feb 2006 – Feb 2009 |
-1.53%
Feb 2004 – Feb 2009 |
3.99%
Feb 2006 – Feb 2016 |
4.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate |
16.79%
Mar 2003 – Mar 2006 |
14.05%
Feb 2009 – Feb 2014 |
9.34%
Feb 2009 – Feb 2019 |
8.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart