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 Tactical Asset Allocation Moderate | NA | 28.56% | 15.44% | 14.63% | 9.08% | 9.10% | 10.70% | … | … |
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 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 (%) | -0.77 | 28.56 | 15.44 | 14.63 | 9.08 | 9.10 | 10.70 | … | … | 0.97 | 23.69 | 18.53 | 1.34 | 21.52 | 8.98 | 18.02 | -8.64 | 9.87 | 5.06 | -3.32 | 3.31 | 11.50 | 11.26 | 3.58 | 10.90 | 20.50 | 6.69 | 21.74 | 16.48 | 12.43 | 16.19 | 21.23 | 0.80 | 0.53 |
| Sharpe Ratio | NA | 2.15 | 1.23 | 1.15 | 0.80 | NA | NA | … | … | 0.10 | 2.01 | 2.04 | 0.00 | 2.32 | 0.59 | 2.66 | -1.20 | 1.83 | 0.58 | -0.39 | 0.44 | 1.48 | 1.53 | 0.30 | 0.94 | 1.78 | 1.98 | 1.58 | 1.44 | 1.39 | 1.90 | 3.61 | -0.09 | -0.45 |
| Standard Deviation(%) | NA | 8.47 | 9.24 | 10.59 | 9.15 | NA | NA | … | … | 9.56 | 8.49 | 6.98 | 11.62 | 9.26 | 14.75 | 6.24 | 8.32 | 5.04 | 8.35 | 8.56 | 7.41 | 7.75 | 7.34 | 11.83 | 11.52 | 11.49 | 2.92 | 11.85 | 9.17 | 7.39 | 8.04 | 5.68 | 3.39 | 3.94 |
| Draw Down(%) | NA | 4.98 | 12.08 | 20.93 | 20.93 | NA | NA | … | … | 0.67 | 4.98 | 4.66 | 12.08 | 4.56 | 20.93 | 2.40 | 14.44 | 3.62 | 7.76 | 9.16 | 6.00 | 9.01 | 5.44 | 10.80 | 7.88 | 5.27 | 1.17 | 9.42 | 10.85 | 5.03 | 12.06 | 4.33 | 3.23 | 6.13 |
| Yield(%) | NA | 14.59 | 14.45 | 11.18 | 6.94 | NA | NA | … | … | NA | 8.51 | 13.15 | 17.44 | 12.47 | 1.79 | 4.22 | 3.97 | 2.37 | 1.50 | 2.53 | 2.87 | 5.15 | 4.11 | 8.58 | 2.55 | 3.21 | 2.68 | 5.92 | 6.34 | 4.54 | 6.68 | 5.59 | 4.21 | 3.42 |
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 Tactical Asset Allocation Moderate |
0.48%
Mar 2017 – Mar 2020 |
0.15%
Mar 2015 – Mar 2020 |
3.95%
Mar 2010 – Mar 2020 |
7.27%
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 Tactical Asset Allocation Moderate |
22.42%
Oct 2022 – Oct 2025 |
19.03%
Oct 2020 – Oct 2025 |
14.54%
Apr 2003 – Apr 2013 |
11.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart