Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 21.23% | 4.55% | 9.51% | 7.68% | 9.62% | 9.76% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT 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 (%) | -1.17 | 21.23 | 4.55 | 9.51 | 7.68 | 9.62 | 9.76 | … | … | 0.70 | 6.88 | 19.34 | -13.59 | 14.41 | 20.05 | 13.87 | -2.50 | 12.20 | 7.38 | 0.38 | 11.38 | 19.07 | 12.10 | 6.06 | 18.08 | 14.22 | 3.04 | 10.89 | 11.42 | 8.18 | 13.55 | 25.41 | 2.35 | 3.00 |
| Sharpe Ratio | NA | 0.18 | 0.01 | 0.53 | 0.57 | NA | NA | … | … | 0.08 | 0.03 | 1.67 | -1.06 | 1.21 | 1.50 | 1.56 | -0.35 | 2.07 | 0.85 | 0.04 | 1.47 | 2.57 | 1.57 | 0.42 | 1.48 | 1.43 | 0.29 | 0.79 | 0.96 | 0.93 | 1.76 | 3.28 | 0.20 | 0.10 |
| Standard Deviation(%) | NA | 8.66 | 10.89 | 11.59 | 10.17 | NA | NA | … | … | 8.19 | 8.74 | 9.03 | 14.06 | 11.87 | 13.20 | 7.99 | 10.88 | 5.60 | 8.43 | 8.96 | 7.75 | 7.41 | 7.65 | 14.34 | 12.16 | 9.88 | 7.21 | 9.94 | 8.46 | 6.47 | 7.17 | 7.53 | 6.19 | 6.59 |
| Draw Down(%) | NA | 6.45 | 17.52 | 18.70 | 18.70 | NA | NA | … | … | 0.66 | 6.45 | 6.90 | 18.68 | 6.57 | 13.01 | 4.94 | 13.67 | 2.43 | 7.23 | 8.36 | 4.88 | 4.87 | 5.09 | 11.47 | 7.87 | 5.07 | 5.45 | 6.89 | 9.56 | 4.18 | 7.44 | 4.49 | 7.10 | 5.80 |
| Yield(%) | NA | 8.84 | 6.01 | 5.54 | 4.77 | NA | NA | … | … | NA | 1.26 | 8.71 | 4.60 | 5.05 | 2.23 | 7.69 | 4.92 | 2.17 | 2.58 | 5.09 | 5.76 | 5.86 | 3.21 | 3.07 | 1.86 | 4.17 | 5.29 | 7.88 | 5.47 | 5.03 | 3.27 | 2.73 | 2.32 | 5.51 |
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 |
|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
3.30%
Dec 2021 – Dec 2024 |
4.20%
Mar 2015 – Mar 2020 |
6.85%
Oct 2013 – Oct 2023 |
8.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.62%
Apr 2003 – Apr 2006 |
15.26%
Jun 2009 – Jun 2014 |
12.56%
Apr 2003 – Apr 2013 |
11.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart