Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALL CORPORATION 401K AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 24.08% | 5.56% | 9.89% | 8.32% | 9.71% | 9.70% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALL CORPORATION 401K AND EMPLOYEE STOCK OWNERSHIP 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 (%) | -1.21 | 24.08 | 5.56 | 9.89 | 8.32 | 9.71 | 9.70 | … | … | 0.50 | 12.32 | 17.29 | -11.46 | 11.91 | 17.04 | 18.08 | -4.08 | 14.52 | 7.28 | 1.97 | 7.12 | 19.16 | 12.05 | 3.55 | 18.42 | 15.65 | 0.34 | 8.81 | 12.79 | 8.90 | 12.95 | 21.89 | 2.91 | 0.42 |
| Sharpe Ratio | NA | 0.71 | 0.18 | 0.47 | 0.58 | NA | NA | … | … | 0.06 | 0.58 | 1.53 | -0.86 | 1.20 | 0.85 | 2.27 | -0.51 | 2.79 | 0.81 | 0.21 | 0.91 | 2.38 | 1.55 | 0.25 | 1.49 | 1.61 | -0.10 | 0.56 | 1.13 | 1.02 | 1.60 | 3.05 | 0.33 | -0.28 |
| Standard Deviation(%) | NA | 9.74 | 11.39 | 13.25 | 11.08 | NA | NA | … | … | 7.74 | 9.83 | 8.51 | 14.86 | 9.93 | 19.70 | 7.34 | 10.63 | 4.97 | 8.78 | 9.13 | 7.82 | 8.05 | 7.72 | 14.14 | 12.30 | 9.64 | 5.77 | 10.33 | 8.40 | 6.56 | 7.51 | 6.95 | 5.47 | 6.77 |
| Draw Down(%) | NA | 5.96 | 14.21 | 21.06 | 21.06 | NA | NA | … | … | 0.55 | 5.96 | 6.69 | 15.39 | 4.50 | 21.06 | 3.77 | 12.71 | 2.01 | 7.28 | 7.73 | 4.78 | 5.27 | 5.28 | 11.60 | 8.48 | 4.66 | 5.42 | 7.12 | 9.72 | 4.56 | 7.21 | 2.93 | 3.63 | 7.82 |
| Yield(%) | NA | 3.01 | 3.46 | 3.10 | 3.04 | NA | NA | … | … | NA | 1.01 | 3.17 | 2.85 | 4.35 | 3.03 | 2.67 | 3.61 | 3.86 | 1.91 | 3.56 | 2.01 | 1.35 | 2.90 | 1.79 | 2.61 | 3.79 | 4.49 | 6.09 | 5.66 | 3.22 | 3.89 | 3.06 | 5.64 | 5.39 |
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 |
|---|---|---|---|---|
| BALL CORPORATION 401K AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
3.88%
Apr 2021 – Apr 2024 |
4.54%
Mar 2015 – Mar 2020 |
6.88%
Oct 2013 – Oct 2023 |
8.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALL CORPORATION 401K AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
15.96%
Apr 2003 – Apr 2006 |
14.51%
Feb 2009 – Feb 2014 |
11.81%
Apr 2003 – Apr 2013 |
11.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart