Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.37% | 0.37% | 7.55% | 7.13% | 8.25% | 7.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE 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 (%) | -0.87 | 25.37 | 0.37 | 7.55 | 7.13 | 8.25 | 7.12 | … | … | 0.42 | 7.13 | 12.46 | -18.41 | 6.47 | 27.03 | 23.27 | -3.38 | 12.39 | 5.29 | 1.81 | 6.10 | 17.87 | 11.87 | 1.03 | 13.20 | 19.92 | -24.38 | 9.82 | 9.22 | 8.00 | 11.57 | 24.66 | -7.73 | 1.53 |
| Sharpe Ratio | NA | 0.18 | -0.30 | 0.23 | 0.45 | NA | NA | … | … | 0.04 | 0.05 | 0.84 | -1.20 | 0.53 | 1.43 | 2.75 | -0.47 | 2.45 | 0.61 | 0.20 | 0.88 | 2.34 | 1.48 | 0.07 | 1.09 | 1.27 | -1.16 | 0.70 | 0.73 | 0.81 | 1.31 | 2.75 | -0.77 | -0.07 |
| Standard Deviation(%) | NA | 10.17 | 12.57 | 13.96 | 11.43 | NA | NA | … | … | 9.64 | 10.25 | 9.76 | 16.53 | 12.13 | 18.73 | 7.95 | 10.04 | 4.81 | 8.38 | 8.78 | 6.95 | 7.62 | 8.00 | 15.06 | 11.99 | 15.66 | 21.85 | 9.72 | 8.13 | 7.16 | 8.08 | 8.70 | 11.55 | 11.29 |
| Draw Down(%) | NA | 7.45 | 22.63 | 25.76 | 25.76 | NA | NA | … | … | 0.86 | 7.45 | 10.39 | 23.72 | 6.90 | 20.66 | 3.64 | 11.53 | 2.07 | 7.42 | 7.73 | 5.28 | 5.82 | 6.70 | 13.36 | 8.78 | 16.13 | 33.27 | 6.07 | 8.49 | 5.07 | 7.52 | 7.13 | 17.41 | 15.22 |
| Yield(%) | NA | 2.38 | 3.97 | 3.79 | 3.59 | NA | NA | … | … | NA | 0.70 | 1.99 | 2.63 | 6.48 | 4.34 | 4.85 | 3.75 | 0.33 | 2.59 | 5.28 | 3.56 | 4.32 | 2.41 | 2.24 | 2.24 | 2.69 | 3.09 | 5.89 | 5.33 | 2.77 | 3.46 | 2.52 | 2.70 | 3.09 |
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 |
|---|---|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.40%
Feb 2006 – Feb 2009 |
-1.14%
Feb 2004 – Feb 2009 |
5.20%
Feb 2006 – Feb 2016 |
5.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
18.58%
Dec 2018 – Dec 2021 |
15.61%
Feb 2009 – Feb 2014 |
10.99%
Sep 2011 – Sep 2021 |
9.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart