Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 13.52% | 6.63% | 10.85% | 9.52% | 10.78% | NA | … | … |
Data as of 12/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 13.52 | 6.63 | 10.85 | 9.52 | 10.78 | NA | … | … | 4.23 | 13.87 | 11.18 | -3.05 | 3.25 | 32.08 | 12.17 | -5.31 | 16.61 | 15.14 | 3.98 | 9.44 | 12.38 | 7.50 | 17.12 | 20.86 | -9.79 | 7.50 |
| Sharpe Ratio | NA | 1.60 | 0.68 | 0.83 | 0.68 | NA | NA | … | … | 0.24 | 1.60 | 0.94 | -0.24 | 0.27 | 2.63 | 0.89 | -0.22 | 0.85 | 1.03 | 0.36 | 0.42 | 0.70 | 0.47 | 1.63 | 2.31 | -0.89 | 0.45 |
| Standard Deviation(%) | NA | 10.01 | 11.36 | 11.70 | 14.61 | NA | NA | … | … | 16.95 | 8.29 | 11.64 | 12.58 | 12.00 | 12.18 | 13.55 | 24.30 | 19.42 | 14.61 | 8.47 | 15.34 | 12.95 | 11.42 | 9.91 | 8.71 | 12.27 | 11.60 |
| Draw Down(%) | NA | 9.20 | 16.20 | 16.20 | 22.99 | NA | NA | … | … | 9.20 | 3.69 | 8.44 | 11.74 | 8.55 | 5.80 | 11.83 | 22.99 | 17.29 | 9.50 | 6.41 | 9.12 | 12.41 | 8.11 | 6.29 | 4.21 | 22.12 | 8.98 |
| Yield(%) | NA | 9.47 | 7.35 | 6.80 | 4.73 | NA | NA | … | … | 1.09 | 8.33 | 4.54 | 7.98 | 5.70 | 6.87 | 2.74 | 2.44 | 2.74 | 1.55 | 4.30 | 7.98 | 4.82 | 3.87 | 5.13 | 0.74 | 0.68 | 1.98 |
Data as of 12/29/2017, 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 |
|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
2.90%
Oct 2013 – Oct 2016 |
4.82%
Feb 2011 – Feb 2016 |
8.01%
May 2002 – May 2012 |
8.42%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
18.35%
Apr 2003 – Apr 2006 |
15.13%
Nov 2008 – Nov 2013 |
11.89%
Aug 2004 – Aug 2014 |
11.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart