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 Strategic Asset Allocation – Optimal Moderate | NA | 24.36% | 1.41% | 5.89% | 5.75% | 7.43% | 6.92% | … | … |
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 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 (%) | -1.15 | 24.36 | 1.41 | 5.89 | 5.75 | 7.43 | 6.92 | … | … | 0.35 | 10.15 | 11.77 | -16.35 | 5.68 | 17.95 | 20.51 | -6.93 | 7.95 | 7.11 | 2.92 | 5.61 | 15.42 | 12.70 | 2.00 | 15.63 | 22.65 | -20.80 | 9.88 | 9.03 | 10.10 | 15.85 | 23.70 | -3.42 | 10.47 |
| Sharpe Ratio | NA | 0.57 | -0.23 | 0.20 | 0.37 | NA | NA | … | … | 0.05 | 0.41 | 0.82 | -1.17 | 0.57 | 0.95 | 2.74 | -0.85 | 1.31 | 0.83 | 0.36 | 0.84 | 2.12 | 1.68 | 0.14 | 1.43 | 1.38 | -1.05 | 0.78 | 0.75 | 1.11 | 1.78 | 2.79 | -0.46 | 0.97 |
| Standard Deviation(%) | NA | 8.50 | 11.39 | 12.93 | 10.69 | NA | NA | … | … | 6.26 | 8.60 | 9.16 | 15.20 | 9.96 | 18.60 | 6.97 | 9.70 | 5.60 | 8.32 | 8.13 | 6.68 | 7.25 | 7.51 | 13.73 | 10.86 | 16.29 | 20.66 | 8.83 | 7.73 | 7.14 | 8.36 | 8.25 | 9.96 | 8.37 |
| Draw Down(%) | NA | 5.16 | 21.23 | 22.60 | 22.60 | NA | NA | … | … | 0.52 | 5.11 | 9.20 | 21.92 | 5.98 | 22.60 | 3.04 | 13.25 | 3.28 | 7.70 | 6.45 | 4.45 | 6.31 | 5.74 | 12.34 | 7.28 | 17.08 | 32.40 | 5.51 | 7.72 | 4.94 | 6.69 | 6.79 | 14.80 | 9.87 |
| Yield(%) | NA | 3.64 | 4.03 | 3.52 | 3.43 | NA | NA | … | … | NA | 0.85 | 3.12 | 4.58 | 3.24 | 3.50 | 1.94 | 5.65 | 0.35 | 2.93 | 5.75 | 2.25 | 4.63 | 3.95 | 3.05 | 3.18 | 2.36 | 4.55 | 5.04 | 4.15 | 4.70 | 4.79 | 4.23 | 3.77 | 6.51 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.77%
Feb 2006 – Feb 2009 |
0.40%
Feb 2004 – Feb 2009 |
4.19%
Oct 2013 – Oct 2023 |
5.01%
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 Strategic Asset Allocation – Optimal Moderate |
20.68%
Feb 2009 – Feb 2012 |
17.08%
Feb 2009 – Feb 2014 |
10.59%
Feb 2009 – Feb 2019 |
9.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart