Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.93% | 1.44% | 4.87% | 4.10% | 6.67% | 6.10% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING 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 (%) | -1.10 | 21.93 | 1.44 | 4.87 | 4.10 | 6.67 | 6.10 | … | … | 0.01 | 5.58 | 11.01 | -13.70 | 5.36 | 11.34 | 15.31 | -5.07 | 10.04 | 3.86 | -1.70 | 4.81 | 18.28 | 12.90 | -2.68 | 20.68 | 25.27 | -24.02 | 9.14 | 13.65 | 2.96 | 19.85 | 23.05 | -3.98 | 9.87 |
| Sharpe Ratio | NA | 0.01 | -0.31 | 0.08 | 0.22 | NA | NA | … | … | -0.01 | -0.12 | 0.81 | -1.10 | 0.58 | 0.65 | 1.86 | -0.64 | 1.50 | 0.47 | -0.22 | 0.76 | 2.35 | 1.85 | -0.18 | 1.47 | 1.33 | -1.07 | 0.56 | 1.11 | 0.08 | 1.76 | 2.26 | -0.38 | 0.58 |
| Standard Deviation(%) | NA | 8.27 | 10.48 | 11.87 | 10.08 | NA | NA | … | … | 6.51 | 8.36 | 8.37 | 13.75 | 9.23 | 17.00 | 7.46 | 9.90 | 6.26 | 7.77 | 7.87 | 6.35 | 7.78 | 6.95 | 15.41 | 13.99 | 18.97 | 23.30 | 10.89 | 9.35 | 9.70 | 10.76 | 9.90 | 13.42 | 13.09 |
| Draw Down(%) | NA | 5.54 | 21.34 | 22.18 | 22.18 | NA | NA | … | … | 0.66 | 5.49 | 8.63 | 21.54 | 5.83 | 22.18 | 5.22 | 12.31 | 3.50 | 6.81 | 9.00 | 4.92 | 7.34 | 4.96 | 16.80 | 10.75 | 18.71 | 34.67 | 7.33 | 8.75 | 7.24 | 7.57 | 7.71 | 17.99 | 12.70 |
| Yield(%) | NA | 4.30 | 4.36 | 4.45 | 3.92 | NA | NA | … | … | NA | 0.73 | 4.08 | 4.55 | 4.71 | 3.45 | 4.97 | 5.36 | 0.35 | 2.75 | 4.37 | 4.10 | 5.54 | 5.44 | 3.67 | 3.90 | 2.54 | 3.50 | 8.29 | 5.30 | 2.89 | 4.48 | 2.49 | 3.03 | 2.90 |
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 |
|---|---|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-7.65%
Feb 2006 – Feb 2009 |
-0.42%
Feb 2004 – Feb 2009 |
2.87%
Oct 2013 – Oct 2023 |
3.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
21.01%
Feb 2009 – Feb 2012 |
18.08%
Feb 2009 – Feb 2014 |
10.48%
Feb 2009 – Feb 2019 |
8.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart