Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMETEK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -11.75% | -5.90% | 1.84% | 4.39% | 7.18% | 7.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMETEK RETIREMENT AND SAVINGS 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 (%) | -0.68 | -11.75 | -5.90 | 1.84 | 4.39 | 7.18 | 7.14 | … | … | 0.45 | 8.58 | 13.89 | -10.62 | 14.17 | 12.39 | 18.61 | -2.49 | 14.13 | 8.37 | 0.25 | 10.29 | 23.07 | 10.08 | 3.12 | 16.94 | 14.21 | 0.03 | 6.35 | 9.31 | 5.09 | 9.32 | 22.74 | 0.95 | 7.09 |
| Sharpe Ratio | NA | 0.06 | -0.01 | 0.20 | 0.33 | NA | NA | … | … | 0.05 | 0.04 | 1.19 | -0.87 | 1.53 | 0.63 | 2.47 | -0.37 | 2.91 | 0.97 | 0.03 | 1.40 | 2.88 | 1.35 | 0.22 | 1.55 | 1.52 | -0.16 | 0.36 | 0.77 | 0.41 | 1.04 | 2.72 | -0.03 | 0.83 |
| Standard Deviation(%) | NA | 44.37 | 27.25 | 23.14 | 17.32 | NA | NA | … | … | 7.85 | 44.38 | 8.07 | 13.79 | 9.27 | 19.19 | 6.97 | 10.32 | 4.64 | 8.43 | 8.86 | 7.34 | 8.00 | 7.43 | 14.05 | 10.89 | 9.27 | 5.76 | 9.26 | 7.83 | 7.20 | 8.06 | 8.10 | 5.60 | 5.74 |
| Draw Down(%) | NA | 27.85 | 27.85 | 27.85 | 27.85 | NA | NA | … | … | 0.56 | 27.85 | 7.18 | 15.02 | 3.87 | 21.00 | 3.38 | 12.24 | 1.79 | 6.18 | 8.72 | 4.10 | 5.00 | 5.45 | 11.88 | 7.74 | 4.25 | 5.43 | 5.70 | 7.49 | 4.48 | 6.26 | 3.97 | 4.07 | 3.44 |
| Yield(%) | NA | 4.14 | 4.55 | 4.68 | 4.08 | NA | NA | … | … | NA | 1.11 | 4.41 | 4.76 | 3.75 | 3.60 | 7.61 | 3.32 | 3.70 | 3.20 | 3.11 | 3.69 | 2.70 | 2.82 | 2.25 | 2.99 | 3.42 | 4.38 | 4.62 | 4.21 | 3.35 | 2.46 | 3.75 | 5.29 | 5.84 |
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 |
|---|---|---|---|---|
| AMETEK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
-5.68%
Oct 2021 – Oct 2024 |
1.84%
Oct 2019 – Oct 2024 |
4.39%
Oct 2014 – Oct 2024 |
7.20%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMETEK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
15.68%
Sep 2011 – Sep 2014 |
14.50%
Jun 2009 – Jun 2014 |
10.84%
Sep 2011 – Sep 2021 |
10.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart