Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.51% | 4.79% | 9.65% | 7.80% | 8.15% | 6.93% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE 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 (%) | -0.90 | 23.51 | 4.79 | 9.65 | 7.80 | 8.15 | 6.93 | … | … | 0.61 | 10.85 | 17.56 | -11.99 | 8.75 | 20.68 | 19.21 | -3.41 | 14.80 | 4.38 | 0.92 | 6.34 | 18.22 | 10.19 | -4.03 | 10.84 | 18.29 | -22.89 | 7.16 | 11.85 | 6.78 | 9.88 | 21.44 | -11.96 | -3.19 |
| Sharpe Ratio | NA | 0.58 | 0.11 | 0.46 | 0.56 | NA | NA | … | … | 0.07 | 0.49 | 1.51 | -0.90 | 0.81 | 1.08 | 2.17 | -0.43 | 2.71 | 0.49 | 0.10 | 0.85 | 2.62 | 1.22 | -0.25 | 0.86 | 1.08 | -1.06 | 0.42 | 1.15 | 0.72 | 1.21 | 2.28 | -1.05 | -0.43 |
| Standard Deviation(%) | NA | 8.70 | 11.20 | 13.07 | 11.08 | NA | NA | … | … | 8.33 | 8.72 | 8.78 | 14.93 | 10.84 | 18.96 | 8.21 | 11.07 | 5.24 | 8.60 | 9.16 | 7.44 | 6.95 | 8.28 | 16.18 | 12.46 | 16.79 | 22.56 | 10.03 | 7.46 | 6.43 | 7.41 | 9.09 | 12.45 | 12.66 |
| Draw Down(%) | NA | 6.58 | 17.53 | 20.07 | 20.07 | NA | NA | … | … | 0.60 | 6.58 | 6.94 | 18.34 | 6.08 | 20.07 | 4.53 | 13.36 | 2.05 | 7.88 | 8.47 | 5.38 | 4.47 | 7.08 | 16.90 | 9.97 | 15.89 | 31.90 | 6.69 | 8.13 | 4.18 | 6.84 | 8.30 | 19.81 | 19.58 |
| Yield(%) | NA | 6.60 | 5.15 | 4.27 | 3.53 | NA | NA | … | … | NA | 0.52 | 7.10 | 4.87 | 2.55 | 4.40 | 1.58 | 4.78 | 0.37 | 3.17 | 2.32 | 3.39 | 2.84 | 1.35 | 0.59 | 0.62 | 0.93 | 2.34 | 6.59 | 3.70 | 1.87 | 1.09 | 0.81 | 0.90 | 1.49 |
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 |
|---|---|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-6.89%
Feb 2006 – Feb 2009 |
-1.06%
Feb 2004 – Feb 2009 |
3.85%
Dec 2001 – Dec 2011 |
4.44%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
16.09%
Dec 2018 – Dec 2021 |
13.12%
Feb 2009 – Feb 2014 |
9.91%
Sep 2011 – Sep 2021 |
9.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart