Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate 4.07% 15.63% 8.31% 3.19% 6.94% 6.73% 7.10%
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate 12/31/2000 05/01/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 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 (%) 0.27 15.63 8.31 3.19 6.94 6.73 7.10 4.07 12.61 2.14 6.71 -11.61 7.61 11.40 21.30 -7.08 17.05 10.22 -0.35 5.93 16.43 12.91 0.51 10.59 30.27 -14.63 7.59 11.75 8.40 11.69 25.15 1.70 0.80
Sharpe Ratio NA 1.63 0.66 0.09 0.61 NA NA 0.23 1.09 -0.25 0.36 -1.38 0.78 1.06 2.83 -0.86 3.34 1.42 -0.05 0.87 2.22 1.60 0.03 1.12 3.09 -1.65 0.46 1.11 0.91 1.35 3.20 0.13 -0.31
Standard Deviation(%) NA 8.54 7.72 8.24 8.38 NA NA 10.79 8.95 5.94 8.57 9.46 9.69 10.51 7.00 9.85 4.91 7.02 7.18 6.80 7.40 8.02 14.27 9.35 9.77 9.43 9.63 7.48 6.75 7.95 7.63 4.34 5.28
Draw Down(%) NA 7.53 14.48 15.61 16.48 NA NA 7.53 10.42 7.59 9.21 12.68 4.19 16.48 3.48 14.23 1.95 4.14 6.38 4.78 5.94 6.26 13.49 7.71 8.39 21.44 6.56 7.77 4.65 6.07 3.59 5.30 5.91
Yield(%) NA 4.19 4.25 3.97 4.09 NA NA NA NA 0.98 3.78 2.76 5.48 3.78 3.76 4.15 7.34 3.95 2.10 4.08 3.41 2.33 2.56 3.49 6.22 4.22 5.58 4.21 4.54 2.23 2.05 0.00 0.00
Data as of 02/27/2026, 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
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate -1.39%
Feb 2006 – Feb 2009
2.10%
Mar 2021 – Mar 2026
4.87%
Mar 2015 – Mar 2025
6.15%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate 17.26%
Feb 2009 – Feb 2012
15.10%
Feb 2009 – Feb 2014
10.49%
Feb 2009 – Feb 2019
9.95%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return