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 Strategic Asset Allocation – Optimal Moderate | NA | 24.93% | 1.90% | 6.36% | 5.84% | 7.03% | 6.86% | … | … |
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 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 | 24.93 | 1.90 | 6.36 | 5.84 | 7.03 | 6.86 | … | … | 0.10 | 10.57 | 12.88 | -16.16 | 8.72 | 14.91 | 19.86 | -6.70 | 11.00 | 11.71 | -3.16 | 5.51 | 12.62 | 12.49 | -1.63 | 14.24 | 27.50 | -26.16 | 11.10 | 14.06 | 11.12 | 14.74 | 25.06 | -5.49 | 5.66 |
| Sharpe Ratio | NA | 0.66 | -0.17 | 0.23 | 0.40 | NA | NA | … | … | 0.01 | 0.52 | 0.93 | -1.19 | 0.90 | 0.77 | 2.66 | -0.85 | 2.27 | 1.43 | -0.54 | 1.02 | 1.71 | 1.52 | -0.12 | 1.18 | 1.52 | -1.19 | 0.79 | 1.35 | 1.38 | 1.74 | 3.01 | -0.59 | 0.27 |
| Standard Deviation(%) | NA | 7.56 | 11.00 | 12.79 | 10.37 | NA | NA | … | … | 6.47 | 7.63 | 9.29 | 14.80 | 9.67 | 18.95 | 6.93 | 9.44 | 4.56 | 8.06 | 5.94 | 5.38 | 7.37 | 8.21 | 14.22 | 11.97 | 17.98 | 22.85 | 10.23 | 8.01 | 6.48 | 7.92 | 8.10 | 11.18 | 12.62 |
| Draw Down(%) | NA | 4.36 | 20.11 | 22.66 | 22.66 | NA | NA | … | … | 0.58 | 4.32 | 9.11 | 20.95 | 4.30 | 22.66 | 3.21 | 13.47 | 2.26 | 4.46 | 7.00 | 3.38 | 6.66 | 7.04 | 14.02 | 8.82 | 17.27 | 36.88 | 6.95 | 9.10 | 4.76 | 8.25 | 7.39 | 17.44 | 14.76 |
| Yield(%) | NA | 3.51 | 2.78 | 2.65 | 2.17 | NA | NA | … | … | NA | 0.99 | 2.98 | 2.16 | 2.34 | 2.37 | 2.82 | 1.75 | 0.45 | 2.82 | 1.74 | 1.57 | 2.57 | 3.02 | 2.76 | 2.69 | 2.72 | 3.18 | 3.42 | 3.13 | 2.84 | 2.88 | 2.65 | 2.95 | 3.46 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.20%
Feb 2006 – Feb 2009 |
0.33%
Feb 2004 – Feb 2009 |
4.19%
Oct 2013 – Oct 2023 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRIGLEY SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.20%
Feb 2009 – Feb 2012 |
16.15%
Oct 2002 – Oct 2007 |
10.13%
Feb 2009 – Feb 2019 |
8.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart