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 Strategic Asset Allocation – Optimal Moderate | NA | 27.34% | 0.31% | 8.45% | 7.94% | 8.80% | 7.58% | … | … |
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 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 (%) | -1.03 | 27.34 | 0.31 | 8.45 | 7.94 | 8.80 | 7.58 | … | … | 0.60 | 10.57 | 14.91 | -20.36 | 5.51 | 32.26 | 24.49 | -3.11 | 14.93 | 4.39 | 2.75 | 5.69 | 17.99 | 12.75 | -0.09 | 14.13 | 22.97 | -24.76 | 9.40 | 9.15 | 7.36 | 10.55 | 22.40 | -9.49 | 0.38 |
| Sharpe Ratio | NA | 0.53 | -0.20 | 0.32 | 0.53 | NA | NA | … | … | 0.05 | 0.37 | 1.05 | -1.24 | 0.49 | 1.72 | 2.78 | -0.42 | 2.93 | 0.49 | 0.31 | 0.80 | 2.42 | 1.58 | -0.01 | 1.20 | 1.48 | -1.17 | 0.66 | 0.74 | 0.80 | 1.23 | 2.45 | -0.86 | -0.16 |
| Standard Deviation(%) | NA | 10.53 | 13.21 | 14.14 | 11.62 | NA | NA | … | … | 10.40 | 10.61 | 10.16 | 17.53 | 11.19 | 18.64 | 8.31 | 10.60 | 4.88 | 8.45 | 8.77 | 7.04 | 7.41 | 8.04 | 14.85 | 11.66 | 15.50 | 22.01 | 9.73 | 7.95 | 6.52 | 7.82 | 8.86 | 12.31 | 12.44 |
| Draw Down(%) | NA | 5.99 | 24.12 | 27.50 | 27.50 | NA | NA | … | … | 0.90 | 5.99 | 10.20 | 25.56 | 8.43 | 19.60 | 4.05 | 12.02 | 2.04 | 7.69 | 7.61 | 4.66 | 5.48 | 6.69 | 13.44 | 8.22 | 14.64 | 33.66 | 6.23 | 8.38 | 4.46 | 7.47 | 7.14 | 18.29 | 17.41 |
| Yield(%) | NA | 2.36 | 4.10 | 3.86 | 3.64 | NA | NA | … | … | NA | 0.70 | 2.07 | 2.81 | 6.40 | 4.57 | 4.76 | 3.68 | 0.33 | 2.74 | 5.10 | 3.61 | 4.23 | 2.34 | 2.03 | 2.01 | 2.67 | 3.55 | 6.11 | 4.99 | 2.66 | 2.36 | 2.38 | 2.87 | 3.07 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.36%
Feb 2006 – Feb 2009 |
-1.37%
Feb 2004 – Feb 2009 |
5.18%
Dec 2001 – Dec 2011 |
5.71%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIRGAS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
20.21%
Dec 2018 – Dec 2021 |
15.95%
Feb 2009 – Feb 2014 |
11.71%
Sep 2011 – Sep 2021 |
10.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart