Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Asset Allocation Composite Moderate | 3.31% | 17.30% | 11.59% | 4.45% | 7.77% | 7.15% | 7.58% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT 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 (%) | 0.37 | 17.30 | 11.59 | 4.45 | 7.77 | 7.15 | 7.58 | … | … | 3.31 | 15.43 | 6.15 | 6.99 | -12.18 | 7.83 | 16.30 | 18.78 | -4.29 | 15.40 | 7.03 | -1.62 | 4.92 | 17.30 | 13.64 | 1.55 | 9.55 | 23.64 | -8.42 | 8.23 | 13.09 | 5.89 | 10.42 | 20.15 | 3.86 | 5.07 |
| Sharpe Ratio | NA | 2.30 | 1.01 | 0.22 | 0.75 | NA | NA | … | … | 0.22 | 1.65 | 0.36 | 0.53 | -1.62 | 0.93 | 1.80 | 2.65 | -0.63 | 3.40 | 1.02 | -0.27 | 0.81 | 2.27 | 1.77 | 0.11 | 1.06 | 2.53 | -1.00 | 0.54 | 1.43 | 0.63 | 1.45 | 3.16 | 0.65 | 0.48 |
| Standard Deviation(%) | NA | 6.61 | 7.20 | 7.36 | 7.54 | NA | NA | … | … | 7.65 | 7.59 | 6.97 | 6.30 | 8.42 | 8.41 | 8.93 | 6.53 | 9.04 | 4.34 | 6.67 | 6.17 | 6.06 | 7.60 | 7.68 | 13.67 | 8.95 | 9.30 | 9.42 | 9.39 | 6.74 | 5.75 | 6.49 | 6.14 | 4.18 | 5.47 |
| Draw Down(%) | NA | 5.35 | 9.70 | 16.19 | 16.19 | NA | NA | … | … | 5.35 | 7.64 | 5.23 | 6.32 | 13.04 | 4.81 | 13.70 | 3.16 | 11.39 | 1.66 | 3.85 | 6.78 | 4.14 | 6.62 | 6.29 | 12.23 | 8.46 | 7.64 | 15.09 | 5.47 | 5.92 | 3.63 | 5.32 | 4.14 | 4.11 | 3.27 |
| Yield(%) | NA | 4.85 | 4.49 | 4.21 | 4.08 | NA | NA | … | … | NA | NA | 0.84 | 4.94 | 3.46 | 4.19 | 3.54 | 4.58 | 3.32 | 4.36 | 2.40 | 5.32 | 4.45 | 2.40 | 4.61 | 2.98 | 4.76 | 5.20 | 7.83 | 3.83 | 3.47 | 3.08 | 3.56 | 3.13 | 6.33 | 7.02 |
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 |
|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Asset Allocation Composite Moderate |
-0.44%
Apr 2021 – Apr 2024 |
3.61%
Sep 2018 – Sep 2023 |
4.78%
Oct 2013 – Oct 2023 |
6.56%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Asset Allocation Composite Moderate |
15.15%
Feb 2009 – Feb 2012 |
14.31%
Feb 2009 – Feb 2014 |
9.98%
Mar 2003 – Mar 2013 |
9.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart