Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.04% | 0.56% | 5.31% | 6.03% | 7.59% | 7.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INC. RETIREMENT 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 (%) | -0.96 | 23.04 | 0.56 | 5.31 | 6.03 | 7.59 | 7.36 | … | … | 0.51 | 4.10 | 14.20 | -17.89 | 4.76 | 17.09 | 21.04 | -4.22 | 12.03 | 3.85 | 5.33 | 5.32 | 15.75 | 14.08 | -1.08 | 16.92 | 31.25 | -24.34 | 13.85 | 9.75 | 10.47 | 12.69 | 21.54 | -6.77 | 1.41 |
| Sharpe Ratio | NA | -0.11 | -0.32 | 0.10 | 0.28 | NA | NA | … | … | 0.06 | -0.27 | 1.10 | -1.24 | 0.54 | 0.96 | 2.91 | -0.17 | 2.50 | 0.43 | 0.64 | 0.80 | 2.23 | 1.69 | -0.08 | 1.47 | 1.92 | -1.20 | 1.20 | 0.90 | 1.37 | 1.58 | 2.53 | -0.70 | -0.09 |
| Standard Deviation(%) | NA | 9.03 | 11.62 | 12.61 | 14.13 | NA | NA | … | … | 7.32 | 9.09 | 9.06 | 15.51 | 8.81 | 17.60 | 6.75 | 31.63 | 4.57 | 8.43 | 8.28 | 6.62 | 7.05 | 8.29 | 14.79 | 11.47 | 16.20 | 21.05 | 9.05 | 7.24 | 6.05 | 7.43 | 8.25 | 11.28 | 10.36 |
| Draw Down(%) | NA | 7.68 | 22.51 | 25.06 | 26.26 | NA | NA | … | … | 0.60 | 7.68 | 9.34 | 24.10 | 5.48 | 22.17 | 3.25 | 26.04 | 3.27 | 8.39 | 7.04 | 4.90 | 6.16 | 6.50 | 15.17 | 7.92 | 14.10 | 35.44 | 5.83 | 7.72 | 3.89 | 5.50 | 7.70 | 16.68 | 13.38 |
| Yield(%) | NA | 5.16 | 4.79 | 4.77 | 4.73 | NA | NA | … | … | NA | 0.75 | 5.17 | 2.92 | 5.53 | 4.79 | 5.00 | 5.98 | 0.44 | 2.40 | 9.31 | 5.68 | 4.38 | 4.68 | 5.32 | 5.45 | 3.35 | 5.61 | 7.74 | 6.26 | 5.53 | 3.39 | 2.72 | 3.52 | 4.36 |
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 |
|---|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Mo |
-5.20%
Feb 2006 – Feb 2009 |
1.08%
Feb 2004 – Feb 2009 |
4.55%
Oct 2013 – Oct 2023 |
5.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Mo |
20.84%
Feb 2009 – Feb 2012 |
17.17%
Feb 2009 – Feb 2014 |
11.24%
Feb 2009 – Feb 2019 |
9.54%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart