Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN Asset Allocation Composite Moderate | 4.49% | 16.48% | 28.16% | 10.51% | 11.22% | 9.45% | 9.46% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K 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 | 16.48 | 28.16 | 10.51 | 11.22 | 9.45 | 9.46 | … | … | 4.49 | 14.13 | 64.94 | 3.71 | -19.98 | 6.54 | 14.97 | 20.18 | -3.16 | 16.35 | 9.22 | -2.95 | 6.02 | 17.57 | 12.23 | 0.17 | 14.11 | 29.03 | -8.99 | 5.29 | 11.97 | 7.44 | 15.70 | 19.46 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.78 | 0.29 | 0.12 | 0.20 | NA | NA | … | … | 0.28 | 1.11 | 0.43 | 0.01 | -1.87 | 0.60 | 1.63 | 2.43 | -0.45 | 3.07 | 1.20 | -0.42 | 0.80 | 2.34 | 1.44 | 0.01 | 1.42 | 3.26 | -1.40 | 0.23 | 1.11 | 0.78 | 1.95 | 2.97 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 9.12 | 82.25 | 64.85 | 46.67 | NA | NA | … | … | 10.76 | 10.14 | 143.48 | 8.22 | 11.47 | 10.80 | 9.01 | 7.70 | 10.21 | 5.11 | 7.50 | 7.11 | 7.54 | 7.49 | 8.47 | 15.36 | 9.87 | 8.87 | 7.10 | 9.40 | 7.71 | 6.63 | 7.54 | 6.32 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.95 | 47.29 | 47.29 | 47.29 | NA | NA | … | … | 6.95 | 12.64 | 47.29 | 8.78 | 20.50 | 6.90 | 13.31 | 4.30 | 12.37 | 1.50 | 4.38 | 7.79 | 5.24 | 6.11 | 6.42 | 14.53 | 8.48 | 4.49 | 13.42 | 7.22 | 8.34 | 4.58 | 6.71 | 2.68 | 0.00 | 0.00 |
| Yield(%) | NA | 5.08 | 3.92 | 3.89 | 3.83 | NA | NA | … | … | NA | NA | 0.69 | 4.98 | 3.33 | 2.70 | 4.39 | 3.38 | 4.16 | 3.29 | 4.34 | 1.80 | 5.74 | 7.81 | 3.78 | 4.32 | 6.01 | 4.48 | 5.27 | 6.38 | 5.51 | 2.58 | 3.61 | 0.97 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN Asset Allocation Composite Moderate |
-10.55%
Apr 2021 – Apr 2024 |
-1.37%
Apr 2019 – Apr 2024 |
2.73%
Feb 2014 – Feb 2024 |
6.28%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN Asset Allocation Composite Moderate |
28.24%
Feb 2023 – Feb 2026 |
14.87%
Feb 2009 – Feb 2014 |
11.22%
Feb 2016 – Feb 2026 |
10.76%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart