Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGCO CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 22.57% | 4.35% | 9.85% | 7.46% | 9.16% | 9.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGCO CORPORATION 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 (%) | -1.24 | 22.57 | 4.35 | 9.85 | 7.46 | 9.16 | 9.64 | … | … | 0.59 | 12.50 | 13.81 | -12.81 | 11.97 | 23.77 | 15.57 | -4.04 | 13.94 | 6.33 | -2.38 | 8.24 | 20.12 | 12.06 | 2.02 | 19.74 | 19.63 | 2.94 | 10.80 | 11.76 | 8.35 | 13.20 | 27.28 | 5.15 | 3.00 |
| Sharpe Ratio | NA | 0.84 | 0.04 | 0.49 | 0.50 | NA | NA | … | … | 0.06 | 0.65 | 1.21 | -0.97 | 0.95 | 1.15 | 1.76 | -0.49 | 2.66 | 0.71 | -0.26 | 1.05 | 2.40 | 1.51 | 0.13 | 1.69 | 2.07 | 0.34 | 0.83 | 1.05 | 0.89 | 1.35 | 3.43 | 0.74 | 0.10 |
| Standard Deviation(%) | NA | 8.93 | 10.95 | 13.71 | 11.41 | NA | NA | … | … | 9.13 | 9.03 | 7.91 | 14.66 | 12.59 | 20.47 | 8.05 | 10.94 | 5.00 | 8.59 | 9.14 | 7.81 | 8.36 | 7.97 | 15.20 | 11.64 | 9.43 | 5.96 | 9.42 | 8.06 | 6.91 | 9.07 | 7.76 | 5.44 | 6.94 |
| Draw Down(%) | NA | 5.32 | 15.03 | 22.73 | 22.73 | NA | NA | … | … | 0.65 | 5.32 | 6.51 | 15.93 | 9.88 | 22.73 | 3.66 | 16.52 | 1.90 | 6.11 | 10.38 | 4.49 | 4.45 | 5.05 | 14.05 | 8.15 | 4.72 | 5.01 | 5.97 | 9.74 | 4.23 | 7.60 | 3.40 | 2.86 | 8.59 |
| Yield(%) | NA | 4.73 | 4.42 | 4.81 | 4.70 | NA | NA | … | … | NA | 1.31 | 4.97 | 2.32 | 5.68 | 6.59 | 5.30 | 3.20 | 2.19 | 8.38 | 4.78 | 5.08 | 4.08 | 3.95 | 2.35 | 3.49 | 5.34 | 9.12 | 5.51 | 4.76 | 5.34 | 3.31 | 3.63 | 5.92 | 7.66 |
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 |
|---|---|---|---|---|
| AGCO CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
2.39%
Apr 2021 – Apr 2024 |
2.62%
Mar 2015 – Mar 2020 |
6.15%
Oct 2013 – Oct 2023 |
8.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCO CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
17.00%
Dec 2018 – Dec 2021 |
15.15%
Nov 2008 – Nov 2013 |
13.27%
Apr 2001 – Apr 2011 |
11.42%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart