Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE CLOROX COMPANY 401K PLAN Tactical Asset Allocation Moderate | NA | 17.85% | 1.03% | 7.76% | 7.72% | 9.08% | 9.45% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE CLOROX COMPANY 401K 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 (%) | -0.97 | 17.85 | 1.03 | 7.76 | 7.72 | 9.08 | 9.45 | … | … | -0.18 | 4.41 | 13.00 | -13.19 | 14.59 | 16.01 | 20.66 | -5.25 | 9.74 | 14.17 | 3.05 | 7.17 | 17.63 | 11.63 | 4.34 | 16.51 | 13.55 | 1.77 | 12.71 | 12.44 | 10.35 | 14.52 | 14.99 | 1.12 | 4.31 |
| Sharpe Ratio | NA | -0.12 | -0.22 | 0.28 | 0.49 | NA | NA | … | … | -0.03 | -0.21 | 1.03 | -1.02 | 1.20 | 0.80 | 2.70 | -0.65 | 1.69 | 1.44 | 0.34 | 0.92 | 2.35 | 1.39 | 0.31 | 1.63 | 1.29 | 0.12 | 1.05 | 1.19 | 1.14 | 1.56 | 1.75 | 0.00 | 0.30 |
| Standard Deviation(%) | NA | 10.20 | 11.25 | 13.53 | 11.25 | NA | NA | … | … | 7.24 | 10.30 | 8.50 | 14.28 | 12.12 | 19.60 | 7.14 | 10.06 | 5.40 | 9.72 | 8.84 | 7.81 | 7.50 | 8.33 | 13.98 | 10.07 | 10.42 | 7.06 | 9.25 | 7.71 | 7.14 | 8.71 | 8.18 | 7.43 | 6.75 |
| Draw Down(%) | NA | 6.93 | 15.81 | 23.23 | 23.23 | NA | NA | … | … | 0.64 | 6.70 | 6.94 | 17.70 | 6.74 | 23.23 | 3.04 | 14.04 | 3.14 | 7.86 | 7.35 | 5.34 | 5.56 | 5.87 | 12.04 | 7.33 | 5.75 | 5.21 | 6.22 | 8.86 | 5.27 | 7.21 | 6.66 | 5.29 | 5.73 |
| Yield(%) | NA | 3.33 | 4.51 | 4.20 | 4.15 | NA | NA | … | … | NA | 0.94 | 3.32 | 3.93 | 6.36 | 4.46 | 3.75 | 4.66 | 3.20 | 2.80 | 6.07 | 4.50 | 1.70 | 3.64 | 3.58 | 3.69 | 3.63 | 4.05 | 7.10 | 4.43 | 5.35 | 3.99 | 4.22 | 6.43 | 5.46 |
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 |
|---|---|---|---|---|
| THE CLOROX COMPANY 401K PLAN Tactical Asset Allocation Moderate |
0.11%
Apr 2021 – Apr 2024 |
4.28%
Mar 2015 – Mar 2020 |
6.80%
Oct 2013 – Oct 2023 |
8.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE CLOROX COMPANY 401K PLAN Tactical Asset Allocation Moderate |
17.06%
Dec 2018 – Dec 2021 |
14.21%
Mar 2003 – Mar 2008 |
12.14%
Mar 2003 – Mar 2013 |
11.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart