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 Strategic Asset Allocation – Optimal Moderate | NA | 34.95% | 12.63% | 13.76% | 9.53% | 9.51% | 7.95% | … | … |
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 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 (%) | -0.64 | 34.95 | 12.63 | 13.76 | 9.53 | 9.51 | 7.95 | … | … | 0.66 | 21.89 | 24.12 | -5.41 | 9.13 | 18.77 | 17.33 | -4.18 | 10.81 | 9.25 | -0.50 | 4.10 | 14.53 | 12.22 | -0.80 | 12.84 | 20.76 | -25.89 | 8.52 | 12.24 | 7.16 | 13.04 | 23.48 | -7.86 | -1.29 |
| Sharpe Ratio | NA | 2.20 | 0.95 | 0.90 | 0.81 | NA | NA | … | … | 0.07 | 2.04 | 2.57 | -0.55 | 1.00 | 1.00 | 2.21 | -0.57 | 2.32 | 1.07 | -0.06 | 0.59 | 1.98 | 1.53 | -0.06 | 1.01 | 1.16 | -1.16 | 0.58 | 1.17 | 0.73 | 1.53 | 2.51 | -0.72 | -0.34 |
| Standard Deviation(%) | NA | 7.46 | 9.50 | 11.83 | 10.05 | NA | NA | … | … | 8.48 | 7.49 | 7.73 | 12.38 | 9.13 | 18.60 | 7.20 | 9.68 | 4.38 | 8.45 | 8.74 | 6.95 | 7.33 | 7.94 | 14.87 | 12.61 | 17.87 | 23.21 | 9.51 | 7.66 | 6.81 | 7.91 | 9.08 | 12.45 | 10.68 |
| Draw Down(%) | NA | 5.18 | 13.72 | 20.55 | 20.55 | NA | NA | … | … | 0.62 | 5.18 | 4.61 | 13.83 | 5.81 | 20.55 | 3.71 | 12.37 | 1.59 | 6.62 | 7.85 | 5.19 | 5.59 | 6.53 | 14.09 | 10.09 | 18.73 | 36.13 | 5.83 | 8.44 | 4.05 | 6.64 | 7.65 | 18.60 | 15.53 |
| Yield(%) | NA | 17.69 | 11.15 | 7.32 | 4.79 | NA | NA | … | … | NA | 4.70 | 16.39 | 6.96 | 4.98 | 1.25 | 2.10 | 1.92 | 0.68 | 2.85 | 2.77 | 3.22 | 2.21 | 2.37 | 2.05 | 1.49 | 1.91 | 2.51 | 3.15 | 2.37 | 2.55 | 2.63 | 2.73 | 2.10 | 4.48 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.97%
Feb 2006 – Feb 2009 |
-1.75%
Feb 2004 – Feb 2009 |
4.21%
Feb 2006 – Feb 2016 |
4.88%
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 Strategic Asset Allocation – Optimal Moderate |
25.70%
Sep 2022 – Sep 2025 |
16.65%
Oct 2020 – Oct 2025 |
12.08%
Sep 2015 – Sep 2025 |
10.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart