Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 29.30% | 2.85% | 7.62% | 6.59% | 7.71% | 6.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE 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 (%) | -1.09 | 29.30 | 2.85 | 7.62 | 6.59 | 7.71 | 6.88 | … | … | 0.39 | 12.81 | 11.70 | -15.05 | 6.22 | 24.06 | 17.47 | -5.31 | 10.74 | 3.56 | 2.65 | 3.21 | 17.00 | 10.73 | 0.37 | 14.45 | 23.13 | -22.26 | 11.68 | 8.09 | 10.22 | 11.99 | 18.24 | -4.65 | 9.71 |
| Sharpe Ratio | NA | 0.77 | -0.09 | 0.36 | 0.43 | NA | NA | … | … | 0.04 | 0.64 | 0.81 | -1.14 | 0.60 | 1.25 | 2.10 | -0.62 | 2.26 | 0.40 | 0.29 | 0.45 | 2.25 | 1.37 | 0.02 | 1.21 | 1.32 | -1.08 | 0.94 | 0.69 | 1.22 | 1.57 | 1.94 | -0.46 | 0.83 |
| Standard Deviation(%) | NA | 9.66 | 11.37 | 13.14 | 10.99 | NA | NA | … | … | 9.19 | 9.76 | 9.23 | 14.38 | 10.42 | 19.08 | 7.63 | 10.73 | 4.47 | 8.46 | 9.16 | 7.08 | 7.53 | 7.80 | 14.34 | 11.87 | 17.43 | 21.47 | 9.22 | 6.99 | 6.57 | 7.03 | 9.06 | 12.65 | 8.95 |
| Draw Down(%) | NA | 5.83 | 19.91 | 22.25 | 22.25 | NA | NA | … | … | 0.81 | 5.79 | 8.86 | 20.94 | 7.81 | 20.69 | 3.09 | 13.87 | 1.75 | 9.04 | 8.57 | 4.88 | 6.43 | 6.34 | 14.47 | 9.21 | 17.02 | 32.21 | 5.54 | 6.57 | 4.05 | 5.30 | 6.41 | 16.53 | 7.96 |
| Yield(%) | NA | 4.32 | 5.45 | 5.15 | 4.57 | NA | NA | … | … | NA | 0.74 | 4.17 | 4.14 | 7.10 | 7.81 | 1.57 | 6.79 | 0.31 | 3.83 | 5.51 | 3.72 | 4.47 | 3.38 | 2.97 | 3.22 | 2.25 | 3.75 | 3.98 | 3.31 | 3.93 | 3.11 | 2.69 | 3.96 | 5.33 |
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 |
|---|---|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-6.62%
Feb 2006 – Feb 2009 |
0.01%
Feb 2004 – Feb 2009 |
4.44%
Oct 2013 – Oct 2023 |
4.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
18.79%
Feb 2009 – Feb 2012 |
15.91%
Feb 2009 – Feb 2014 |
10.00%
Feb 2009 – Feb 2019 |
9.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart