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 Strategic Asset Allocation – Optimal Moderate | NA | 23.45% | 3.99% | 7.96% | 7.57% | 8.93% | 7.40% | … | … |
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 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 (%) | -0.96 | 23.45 | 3.99 | 7.96 | 7.57 | 8.93 | 7.40 | … | … | 0.21 | 9.79 | 16.45 | -14.03 | 13.32 | 12.61 | 20.23 | -3.76 | 11.35 | 8.38 | 3.27 | 10.53 | 18.00 | 11.53 | 4.35 | 11.45 | 19.80 | -19.23 | 5.48 | 8.26 | 4.43 | 11.90 | 22.05 | -6.98 | 2.40 |
| Sharpe Ratio | NA | 0.47 | -0.04 | 0.34 | 0.53 | NA | NA | … | … | 0.02 | 0.40 | 1.43 | -1.03 | 1.46 | 0.62 | 2.61 | -0.48 | 2.31 | 1.03 | 0.35 | 1.46 | 2.62 | 1.63 | 0.33 | 1.03 | 1.15 | -0.92 | 0.28 | 0.66 | 0.33 | 1.41 | 2.14 | -0.62 | 0.01 |
| Standard Deviation(%) | NA | 7.89 | 10.94 | 12.95 | 10.81 | NA | NA | … | … | 8.04 | 7.92 | 8.51 | 14.95 | 9.13 | 19.86 | 7.21 | 10.51 | 4.63 | 7.90 | 9.29 | 7.18 | 6.86 | 7.04 | 13.01 | 11.01 | 17.19 | 21.79 | 8.87 | 7.53 | 6.81 | 7.79 | 9.99 | 13.08 | 10.57 |
| Draw Down(%) | NA | 4.73 | 19.47 | 22.82 | 22.82 | NA | NA | … | … | 0.69 | 4.73 | 7.38 | 20.03 | 3.71 | 22.82 | 3.65 | 12.83 | 1.92 | 6.33 | 7.70 | 3.93 | 4.54 | 5.17 | 10.74 | 9.79 | 17.12 | 30.47 | 5.41 | 6.91 | 4.58 | 6.30 | 6.94 | 19.65 | 12.70 |
| Yield(%) | NA | 4.46 | 4.52 | 4.58 | 3.78 | NA | NA | … | … | NA | 0.76 | 4.10 | 4.93 | 3.65 | 4.48 | 5.20 | 3.35 | 0.37 | 2.00 | 5.11 | 4.03 | 3.52 | 2.80 | 2.45 | 2.81 | 2.70 | 2.72 | 8.18 | 3.80 | 4.38 | 2.77 | 2.63 | 3.21 | 3.73 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.19%
Feb 2006 – Feb 2009 |
-1.75%
Feb 2004 – Feb 2009 |
5.30%
Aug 2001 – Aug 2011 |
5.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMETEK RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
18.42%
Feb 2009 – Feb 2012 |
16.40%
Feb 2009 – Feb 2014 |
11.40%
Feb 2009 – Feb 2019 |
10.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart