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 Strategic Asset Allocation – Optimal Moderate | NA | 24.43% | 1.16% | 7.71% | 6.84% | 8.08% | 7.11% | … | … |
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 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 (%) | -1.14 | 24.43 | 1.16 | 7.71 | 6.84 | 8.08 | 7.11 | … | … | 0.48 | 9.25 | 14.68 | -18.15 | 6.91 | 24.63 | 20.49 | -5.44 | 14.08 | 5.30 | 0.96 | 5.49 | 16.29 | 12.74 | -0.53 | 15.62 | 24.96 | -25.66 | 8.44 | 11.24 | 8.23 | 13.64 | 19.91 | -6.33 | -0.04 |
| Sharpe Ratio | NA | 0.42 | -0.18 | 0.29 | 0.38 | NA | NA | … | … | 0.04 | 0.28 | 1.08 | -1.18 | 0.69 | 1.30 | 2.54 | -0.29 | 2.43 | 0.59 | 0.11 | 0.79 | 2.23 | 1.62 | -0.04 | 1.28 | 1.45 | -1.19 | 0.57 | 1.01 | 0.88 | 1.66 | 2.29 | -0.65 | -0.20 |
| Standard Deviation(%) | NA | 9.49 | 12.34 | 13.50 | 13.00 | NA | NA | … | … | 10.16 | 9.55 | 9.61 | 16.50 | 9.92 | 18.80 | 7.52 | 23.36 | 5.53 | 8.59 | 8.71 | 6.89 | 7.29 | 7.81 | 13.90 | 12.09 | 17.19 | 22.42 | 9.62 | 7.87 | 6.89 | 7.64 | 8.40 | 11.51 | 11.58 |
| Draw Down(%) | NA | 5.71 | 22.93 | 25.34 | 25.34 | NA | NA | … | … | 0.90 | 5.71 | 8.88 | 24.15 | 6.41 | 20.10 | 4.04 | 22.13 | 2.91 | 7.21 | 8.11 | 5.00 | 5.55 | 6.16 | 13.67 | 8.41 | 17.52 | 35.59 | 6.26 | 8.14 | 4.53 | 6.78 | 7.82 | 17.46 | 16.02 |
| Yield(%) | NA | 3.17 | 3.26 | 2.88 | 2.61 | NA | NA | … | … | NA | 0.72 | 2.97 | 2.43 | 3.63 | 2.73 | 2.20 | 3.49 | 0.41 | 2.22 | 3.31 | 2.27 | 2.27 | 2.34 | 1.91 | 2.46 | 2.91 | 4.09 | 5.29 | 4.70 | 2.85 | 3.56 | 2.60 | 2.68 | 3.15 |
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 Strategic Asset Allocation – Optimal Moderat |
-8.28%
Feb 2006 – Feb 2009 |
-1.22%
Feb 2004 – Feb 2009 |
5.24%
Oct 2013 – Oct 2023 |
5.05%
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 Strategic Asset Allocation – Optimal Moderat |
20.28%
Feb 2009 – Feb 2012 |
16.85%
Feb 2009 – Feb 2014 |
10.75%
Feb 2009 – Feb 2019 |
9.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart