Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PERKINELMER INC. SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 32.82% | 3.60% | 10.38% | 4.90% | 6.89% | 6.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PERKINELMER INC. 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 (%) | -1.04 | 32.82 | 3.60 | 10.38 | 4.90 | 6.89 | 6.00 | … | … | 0.54 | 17.14 | 14.67 | -15.58 | 8.65 | 32.02 | 17.71 | -30.92 | 7.52 | 6.69 | 4.75 | 3.92 | 18.29 | 11.82 | 2.12 | 14.00 | 26.91 | -26.94 | 11.34 | 9.30 | 6.19 | 12.92 | 19.76 | -0.48 | 10.48 |
| Sharpe Ratio | NA | 1.12 | 0.10 | 0.54 | 0.20 | NA | NA | … | … | 0.05 | 1.01 | 1.09 | -1.08 | 0.83 | 1.50 | 2.13 | -0.93 | 1.35 | 0.78 | 0.51 | 0.54 | 2.70 | 1.51 | 0.14 | 0.98 | 1.64 | -1.31 | 0.92 | 0.83 | 0.56 | 1.61 | 2.23 | -0.16 | 0.85 |
| Standard Deviation(%) | NA | 10.36 | 12.24 | 14.22 | 15.65 | NA | NA | … | … | 9.65 | 10.45 | 9.59 | 15.74 | 10.35 | 21.26 | 7.65 | 34.63 | 5.09 | 8.32 | 9.17 | 7.23 | 6.75 | 7.79 | 14.99 | 14.13 | 16.36 | 21.27 | 9.11 | 7.24 | 7.24 | 7.44 | 8.53 | 10.10 | 9.60 |
| Draw Down(%) | NA | 6.74 | 20.20 | 24.07 | 38.73 | NA | NA | … | … | 0.86 | 6.74 | 7.74 | 21.43 | 7.39 | 22.95 | 3.95 | 38.69 | 2.89 | 8.60 | 7.11 | 4.90 | 4.97 | 5.97 | 14.29 | 7.74 | 16.57 | 35.88 | 5.32 | 6.49 | 4.72 | 5.35 | 4.38 | 13.73 | 10.88 |
| Yield(%) | NA | 4.28 | 4.03 | 5.18 | 4.19 | NA | NA | … | … | NA | 0.81 | 3.94 | 5.23 | 2.48 | 11.22 | 2.03 | 2.22 | 0.67 | 5.07 | 4.21 | 3.89 | 6.47 | 3.40 | 4.64 | 3.28 | 3.05 | 3.08 | 5.21 | 4.65 | 3.31 | 4.02 | 2.57 | 3.39 | 4.12 |
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 |
|---|---|---|---|---|
| PERKINELMER INC. SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-8.60%
Mar 2017 – Mar 2020 |
-3.25%
Mar 2015 – Mar 2020 |
2.55%
Oct 2013 – Oct 2023 |
3.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PERKINELMER INC. SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.57%
Feb 2009 – Feb 2012 |
17.04%
Feb 2009 – Feb 2014 |
8.51%
Mar 2003 – Mar 2013 |
8.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart