Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIRGAS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 26.43% | 5.50% | 9.61% | 8.05% | 9.40% | 9.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIRGAS INC. 401K 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 (%) | -1.25 | 26.43 | 5.50 | 9.61 | 8.05 | 9.40 | 9.40 | … | … | 0.79 | 12.04 | 18.37 | -12.39 | 9.61 | 17.55 | 17.74 | -2.21 | 15.17 | 4.62 | 1.14 | 7.71 | 20.06 | 11.70 | 3.27 | 16.68 | 14.45 | 0.23 | 10.24 | 12.35 | 7.75 | 9.58 | 23.14 | -0.36 | -2.31 |
| Sharpe Ratio | NA | 0.63 | 0.16 | 0.43 | 0.54 | NA | NA | … | … | 0.06 | 0.48 | 1.52 | -0.89 | 0.85 | 0.91 | 2.10 | -0.32 | 2.78 | 0.54 | 0.12 | 0.98 | 2.64 | 1.48 | 0.22 | 1.46 | 1.58 | -0.12 | 0.71 | 1.07 | 0.86 | 1.19 | 3.10 | -0.26 | -0.59 |
| Standard Deviation(%) | NA | 11.19 | 12.31 | 13.75 | 11.42 | NA | NA | … | … | 11.33 | 11.25 | 9.27 | 15.54 | 11.33 | 19.01 | 7.79 | 11.03 | 5.24 | 8.14 | 9.22 | 7.84 | 7.58 | 7.86 | 14.79 | 11.39 | 9.11 | 5.74 | 10.25 | 8.50 | 6.48 | 7.25 | 7.23 | 5.55 | 7.77 |
| Draw Down(%) | NA | 6.89 | 14.92 | 20.70 | 20.70 | NA | NA | … | … | 0.95 | 6.89 | 6.72 | 16.21 | 7.96 | 20.70 | 3.67 | 13.03 | 1.76 | 6.60 | 8.27 | 5.20 | 4.42 | 6.09 | 11.75 | 7.85 | 4.37 | 5.43 | 7.10 | 9.96 | 4.97 | 7.45 | 3.33 | 4.63 | 11.09 |
| Yield(%) | NA | 1.99 | 3.43 | 3.51 | 4.14 | NA | NA | … | … | NA | 0.99 | 2.01 | 3.08 | 4.76 | 4.96 | 6.00 | 3.53 | 2.51 | 2.82 | 5.81 | 7.10 | 4.64 | 3.01 | 1.87 | 1.99 | 3.78 | 4.38 | 6.91 | 5.63 | 3.93 | 2.27 | 3.49 | 5.19 | 5.25 |
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 |
|---|---|---|---|---|
| AIRGAS INC. 401K PLAN Tactical Asset Allocation Moderate |
4.06%
Apr 2021 – Apr 2024 |
4.55%
Mar 2015 – Mar 2020 |
6.51%
Oct 2013 – Oct 2023 |
7.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIRGAS INC. 401K PLAN Tactical Asset Allocation Moderate |
14.91%
Dec 2018 – Dec 2021 |
13.92%
Feb 2009 – Feb 2014 |
11.03%
Apr 2003 – Apr 2013 |
10.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart