Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONSANTO SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 25.68% | 3.18% | 7.23% | 5.62% | 5.86% | 6.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONSANTO 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 (%) | -1.11 | 25.68 | 3.18 | 7.23 | 5.62 | 5.86 | 6.13 | … | … | 0.43 | 9.08 | 17.68 | -17.38 | 9.84 | 16.55 | 11.60 | -3.94 | 11.84 | 6.59 | -3.71 | 0.97 | 12.93 | 3.66 | 7.07 | 4.32 | 11.87 | -4.32 | 9.77 | 13.58 | 1.71 | 13.35 | 14.23 | 1.17 | 7.48 |
| Sharpe Ratio | NA | 0.38 | -0.11 | 0.37 | 0.44 | NA | NA | … | … | 0.04 | 0.26 | 1.56 | -1.26 | 1.08 | 1.92 | 2.38 | -0.71 | 2.50 | 1.27 | -0.72 | 0.16 | 1.74 | 0.53 | 0.81 | 0.42 | 1.39 | -0.57 | 0.69 | 1.47 | -0.07 | 1.54 | 2.12 | 0.01 | 1.04 |
| Standard Deviation(%) | NA | 9.56 | 11.40 | 10.44 | 8.32 | NA | NA | … | … | 8.53 | 9.59 | 8.61 | 14.92 | 9.06 | 8.49 | 4.28 | 7.45 | 4.48 | 5.04 | 5.20 | 6.11 | 7.41 | 6.74 | 8.72 | 10.07 | 8.45 | 9.26 | 9.79 | 7.01 | 6.16 | 8.06 | 6.37 | 5.96 | 4.97 |
| Draw Down(%) | NA | 6.13 | 21.54 | 22.62 | 22.62 | NA | NA | … | … | 0.72 | 6.06 | 7.89 | 22.37 | 4.05 | 9.05 | 3.08 | 9.55 | 1.95 | 3.84 | 6.58 | 6.51 | 6.76 | 6.09 | 5.39 | 9.25 | 4.70 | 15.29 | 7.24 | 6.85 | 5.57 | 7.77 | 5.98 | 5.69 | 3.44 |
| Yield(%) | NA | 5.83 | 5.52 | 4.12 | 3.19 | NA | NA | … | … | NA | 0.29 | 6.12 | 4.67 | 5.65 | 1.87 | 2.73 | 1.73 | 0.41 | 4.67 | 2.00 | 2.48 | 1.76 | 3.04 | 3.31 | 2.59 | 3.92 | 5.26 | 3.20 | 3.09 | 3.94 | 2.82 | 3.28 | 2.51 | 6.50 |
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 |
|---|---|---|---|---|
| MONSANTO SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.71%
Sep 2019 – Sep 2022 |
1.96%
Sep 2017 – Sep 2022 |
3.46%
Oct 2013 – Oct 2023 |
3.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONSANTO SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.41%
Sep 2022 – Sep 2025 |
11.40%
Oct 2002 – Oct 2007 |
7.93%
Jul 2003 – Jul 2013 |
6.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart