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 Strategic Asset Allocation – Optimal Moderate | NA | 26.74% | 2.64% | 8.56% | 7.45% | 8.61% | 7.86% | … | … |
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 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 (%) | -1.11 | 26.74 | 2.64 | 8.56 | 7.45 | 8.61 | 7.86 | … | … | 0.44 | 10.04 | 16.21 | -17.32 | 7.19 | 26.60 | 22.83 | -6.51 | 12.77 | 6.35 | 1.46 | 5.77 | 16.15 | 14.70 | -1.82 | 17.01 | 29.22 | -22.99 | 8.73 | 11.30 | 7.72 | 15.03 | 22.11 | -8.54 | 10.04 |
| Sharpe Ratio | NA | 0.57 | -0.13 | 0.39 | 0.52 | NA | NA | … | … | 0.05 | 0.42 | 1.34 | -1.25 | 0.67 | 1.41 | 2.94 | -0.73 | 2.99 | 0.75 | 0.16 | 0.86 | 2.18 | 1.94 | -0.12 | 1.42 | 1.82 | -1.13 | 0.62 | 1.02 | 0.76 | 1.52 | 2.32 | -0.80 | 0.70 |
| Standard Deviation(%) | NA | 8.15 | 11.12 | 12.93 | 10.77 | NA | NA | … | … | 8.08 | 8.19 | 8.93 | 14.95 | 10.72 | 18.64 | 7.28 | 10.74 | 4.06 | 8.17 | 8.68 | 6.69 | 7.38 | 7.57 | 15.01 | 11.89 | 15.96 | 21.25 | 9.29 | 7.89 | 7.33 | 9.28 | 9.23 | 12.08 | 11.10 |
| Draw Down(%) | NA | 5.03 | 21.76 | 22.82 | 22.82 | NA | NA | … | … | 0.66 | 5.03 | 8.31 | 22.58 | 8.18 | 21.67 | 3.19 | 14.98 | 1.69 | 6.83 | 7.69 | 4.75 | 6.19 | 6.00 | 15.47 | 9.50 | 14.85 | 33.18 | 5.00 | 8.86 | 4.48 | 8.30 | 7.47 | 19.38 | 11.86 |
| Yield(%) | NA | 6.51 | 5.24 | 4.88 | 4.47 | NA | NA | … | … | NA | 0.86 | 6.37 | 3.42 | 5.05 | 5.17 | 3.81 | 6.37 | 0.48 | 3.53 | 5.68 | 4.40 | 3.90 | 4.11 | 2.55 | 3.71 | 3.84 | 4.96 | 4.70 | 4.02 | 5.24 | 3.37 | 2.95 | 3.27 | 3.99 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.40%
Feb 2006 – Feb 2009 |
0.15%
Feb 2004 – Feb 2009 |
5.65%
Oct 2013 – Oct 2023 |
5.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGCO CORPORATION SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.12%
Feb 2009 – Feb 2012 |
17.01%
Feb 2009 – Feb 2014 |
11.12%
Feb 2009 – Feb 2019 |
10.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart