Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate | 6.33% | 40.22% | 26.47% | 15.53% | 13.02% | 10.23% | 9.54% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY 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 (%) | 0.02 | 40.22 | 26.47 | 15.53 | 13.02 | 10.23 | 9.54 | … | … | 6.33 | 35.41 | 17.19 | 21.92 | -2.82 | 5.99 | 13.36 | 18.64 | -3.04 | 10.18 | 10.72 | -3.82 | 6.12 | 17.41 | 9.55 | 0.91 | 6.33 | 13.55 | -3.29 | 11.52 | 9.83 | 5.28 | 12.10 | 22.53 | 4.64 | 3.44 |
| Sharpe Ratio | NA | 3.97 | 2.39 | 1.40 | 1.22 | NA | NA | … | … | 0.63 | 2.96 | 1.67 | 2.64 | -0.44 | 0.61 | 1.10 | 2.45 | -0.44 | 1.69 | 1.54 | -0.49 | 0.90 | 2.32 | 1.22 | 0.06 | 0.63 | 1.49 | -1.03 | 0.88 | 0.91 | 0.47 | 1.38 | 2.98 | 1.87 | 81.40 |
| Standard Deviation(%) | NA | 9.48 | 9.21 | 9.18 | 9.09 | NA | NA | … | … | 10.24 | 10.99 | 8.11 | 6.93 | 9.75 | 9.85 | 11.88 | 7.00 | 10.14 | 5.64 | 6.83 | 7.93 | 6.81 | 7.50 | 7.77 | 14.47 | 9.89 | 9.02 | 4.14 | 9.47 | 7.04 | 6.46 | 8.06 | 7.33 | 1.87 | 0.01 |
| Draw Down(%) | NA | 5.76 | 9.46 | 13.58 | 13.58 | NA | NA | … | … | 5.76 | 9.21 | 5.43 | 3.35 | 12.59 | 5.67 | 9.45 | 3.96 | 13.05 | 2.03 | 3.97 | 8.56 | 4.62 | 4.68 | 6.26 | 12.49 | 8.89 | 4.87 | 7.66 | 6.39 | 8.19 | 4.00 | 6.46 | 3.13 | 1.08 | 0.00 |
| Yield(%) | NA | 15.92 | 12.81 | 8.87 | 6.65 | NA | NA | … | … | NA | NA | 4.48 | 16.57 | 13.20 | 2.89 | 2.58 | 6.26 | 4.30 | 5.99 | 3.30 | 2.96 | 3.50 | 4.39 | 2.66 | 2.99 | 1.87 | 1.87 | 2.30 | 3.33 | 3.04 | 3.93 | 2.63 | 2.26 | 3.05 | 3.44 |
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 |
|---|---|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate |
2.48%
Oct 2007 – Oct 2010 |
3.84%
Dec 2013 – Dec 2018 |
6.01%
Apr 2010 – Apr 2020 |
6.11%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate |
26.54%
Feb 2023 – Feb 2026 |
15.88%
Feb 2021 – Feb 2026 |
13.02%
Feb 2016 – Feb 2026 |
10.27%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart