Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRIGLEY SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.64% | 1.33% | 5.70% | 5.39% | 7.08% | 8.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRIGLEY 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 (%) | -0.87 | 19.64 | 1.33 | 5.70 | 5.39 | 7.08 | 8.86 | … | … | 0.48 | 6.73 | 10.02 | -13.64 | 10.79 | 11.80 | 17.17 | -6.40 | 10.76 | 8.59 | -1.41 | 7.97 | 15.91 | 12.12 | 1.89 | 13.59 | 15.44 | 0.45 | 18.74 | 18.23 | 14.97 | 16.16 | 31.78 | 3.58 | -2.50 |
| Sharpe Ratio | NA | 0.18 | -0.25 | 0.17 | 0.33 | NA | NA | … | … | 0.05 | 0.02 | 0.68 | -1.01 | 1.06 | 0.64 | 2.27 | -0.81 | 2.03 | 0.96 | -0.16 | 1.06 | 2.01 | 1.47 | 0.12 | 1.13 | 1.52 | -0.08 | 1.26 | 1.60 | 1.83 | 1.68 | 4.99 | 0.52 | -0.72 |
| Standard Deviation(%) | NA | 8.57 | 11.06 | 12.65 | 10.55 | NA | NA | … | … | 7.72 | 8.67 | 8.53 | 14.83 | 10.16 | 18.11 | 6.95 | 9.47 | 4.99 | 8.71 | 8.74 | 7.50 | 7.90 | 8.23 | 15.42 | 11.97 | 10.08 | 5.75 | 12.49 | 9.34 | 6.98 | 9.08 | 6.23 | 4.71 | 6.65 |
| Draw Down(%) | NA | 5.55 | 15.99 | 21.82 | 21.82 | NA | NA | … | … | 0.55 | 5.55 | 8.70 | 17.15 | 5.35 | 21.82 | 3.06 | 13.37 | 2.44 | 6.20 | 9.06 | 5.41 | 5.33 | 5.70 | 14.00 | 8.87 | 5.57 | 5.42 | 9.27 | 12.16 | 5.82 | 10.52 | 2.51 | 2.80 | 10.52 |
| Yield(%) | NA | 2.99 | 2.44 | 2.32 | 2.16 | NA | NA | … | … | NA | 1.40 | 2.82 | 1.49 | 2.30 | 2.26 | 2.69 | 1.45 | 2.45 | 2.19 | 1.74 | 1.96 | 1.74 | 3.15 | 2.30 | 2.52 | 3.91 | 4.45 | 3.93 | 3.07 | 3.23 | 3.17 | 4.10 | 5.65 | 5.09 |
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 |
|---|---|---|---|---|
| WRIGLEY SAVINGS PLAN Tactical Asset Allocation Moderate |
0.05%
Apr 2021 – Apr 2024 |
1.96%
Mar 2015 – Mar 2020 |
4.36%
Oct 2013 – Oct 2023 |
6.44%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRIGLEY SAVINGS PLAN Tactical Asset Allocation Moderate |
23.28%
Apr 2003 – Apr 2006 |
20.34%
Oct 2002 – Oct 2007 |
14.36%
Apr 2001 – Apr 2011 |
12.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart