Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFA CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 0.82% | -4.00% | 4.00% | 4.93% | 6.06% | 5.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFA 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 (%) | -0.25 | 0.82 | -4.00 | 4.00 | 4.93 | 6.06 | 5.38 | … | … | 1.00 | 8.47 | 14.66 | -13.24 | 7.11 | 19.45 | 16.66 | -3.14 | 13.66 | 4.43 | 4.06 | 3.15 | 19.42 | 9.42 | -3.99 | 10.81 | 19.33 | -24.31 | 8.45 | 10.74 | 7.08 | 10.80 | 22.00 | -11.96 | -3.72 |
| Sharpe Ratio | NA | 0.13 | -0.03 | 0.23 | 0.37 | NA | NA | … | … | 0.12 | 0.06 | 1.15 | -0.92 | 0.63 | 1.01 | 1.72 | -0.41 | 2.22 | 0.49 | 0.44 | 0.44 | 2.71 | 1.09 | -0.25 | 0.86 | 1.12 | -1.11 | 0.55 | 0.98 | 0.76 | 1.33 | 2.37 | -1.05 | -0.48 |
| Standard Deviation(%) | NA | 29.11 | 19.89 | 18.30 | 14.36 | NA | NA | … | … | 7.77 | 29.14 | 9.08 | 15.97 | 11.26 | 19.02 | 8.88 | 10.77 | 5.86 | 8.69 | 9.19 | 7.14 | 7.15 | 8.59 | 16.22 | 12.47 | 17.17 | 22.82 | 9.99 | 7.64 | 6.50 | 7.41 | 8.99 | 12.45 | 12.67 |
| Draw Down(%) | NA | 18.67 | 18.67 | 21.15 | 21.15 | NA | NA | … | … | 0.44 | 18.67 | 8.36 | 19.00 | 6.27 | 20.72 | 5.49 | 12.95 | 2.70 | 8.39 | 8.22 | 5.17 | 4.51 | 7.47 | 16.45 | 9.99 | 16.23 | 33.51 | 7.14 | 8.14 | 4.22 | 6.84 | 7.83 | 19.81 | 20.02 |
| Yield(%) | NA | 3.79 | 5.46 | 4.43 | 3.76 | NA | NA | … | … | NA | 0.63 | 3.99 | 3.93 | 7.55 | 2.29 | 3.74 | 3.14 | 0.33 | 1.49 | 6.27 | 4.25 | 4.11 | 1.43 | 0.59 | 0.59 | 1.15 | 2.90 | 6.15 | 5.07 | 1.87 | 1.10 | 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 CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.46%
Feb 2006 – Feb 2009 |
-1.20%
Feb 2004 – Feb 2009 |
3.93%
Dec 2001 – Dec 2011 |
4.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFA CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
16.04%
Mar 2003 – Mar 2006 |
13.27%
Feb 2009 – Feb 2014 |
9.56%
Sep 2011 – Sep 2021 |
8.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart