Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE DOW CHEMICAL COMPANY EMPLOYEES` SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 35.35% | 10.20% | 11.58% | 8.63% | 9.03% | 8.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE DOW CHEMICAL COMPANY EMPLOYEES` 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 (%) | -0.64 | 35.35 | 10.20 | 11.58 | 8.63 | 9.03 | 8.06 | … | … | 0.59 | 22.92 | 25.87 | -12.09 | 9.73 | 13.81 | 17.78 | -5.01 | 9.89 | 7.72 | 2.81 | 6.01 | 8.28 | 12.58 | 1.23 | 15.84 | 27.83 | -27.07 | 10.50 | 11.87 | 11.32 | 14.28 | 27.07 | -0.55 | 4.54 |
| Sharpe Ratio | NA | 2.41 | 0.77 | 0.77 | 0.76 | NA | NA | … | … | 0.07 | 2.28 | 2.71 | -1.01 | 1.19 | 0.81 | 2.61 | -0.76 | 2.12 | 0.97 | 0.35 | 1.12 | 1.15 | 1.74 | 0.09 | 1.36 | 1.47 | -1.22 | 0.75 | 1.11 | 1.49 | 1.98 | 4.17 | -0.18 | 0.24 |
| Standard Deviation(%) | NA | 7.14 | 9.90 | 11.35 | 9.46 | NA | NA | … | … | 7.41 | 7.17 | 7.97 | 13.34 | 8.17 | 16.79 | 6.27 | 8.28 | 4.37 | 7.72 | 8.04 | 5.36 | 7.16 | 7.20 | 12.69 | 11.55 | 18.92 | 22.88 | 10.00 | 7.72 | 6.13 | 6.74 | 6.33 | 9.32 | 9.45 |
| Draw Down(%) | NA | 3.94 | 17.03 | 19.88 | 19.88 | NA | NA | … | … | 0.54 | 3.94 | 4.47 | 17.64 | 4.55 | 19.88 | 2.92 | 11.01 | 1.99 | 5.63 | 5.37 | 4.08 | 7.61 | 5.55 | 12.16 | 8.06 | 17.53 | 39.54 | 6.60 | 8.11 | 4.07 | 7.66 | 4.25 | 14.74 | 11.94 |
| Yield(%) | NA | 14.76 | 10.85 | 8.01 | 5.55 | NA | NA | … | … | NA | 4.52 | 13.69 | 8.43 | 5.86 | 3.54 | 3.47 | 3.91 | 0.55 | 3.82 | 4.71 | 2.82 | 2.39 | 2.78 | 3.86 | 2.36 | 2.78 | 4.02 | 5.70 | 4.02 | 5.60 | 4.37 | 4.00 | 2.69 | 3.45 |
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 DOW CHEMICAL COMPANY EMPLOYEES` SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-8.38%
Feb 2006 – Feb 2009 |
-0.74%
Feb 2004 – Feb 2009 |
5.10%
Sep 2012 – Sep 2022 |
4.68%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE DOW CHEMICAL COMPANY EMPLOYEES` SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
25.14%
Sep 2022 – Sep 2025 |
16.30%
Feb 2009 – Feb 2014 |
10.56%
Feb 2009 – Feb 2019 |
10.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart