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
THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate 4.32% 30.89% 23.19% 13.88% 19.08% 14.85% 12.73%
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
THERMO FISHER SCIENTIFIC INC. 401K 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 (%) 0.16 30.89 23.19 13.88 19.08 14.85 12.73 4.32 27.66 17.52 24.90 -5.68 9.08 34.08 40.50 5.95 25.09 11.66 9.09 5.64 17.27 10.00 -1.17 7.36 12.14 -2.43 5.44 10.73 5.02 9.98 15.78 -4.96 3.39
Sharpe Ratio NA 3.50 2.82 1.44 1.92 NA NA 0.42 2.81 2.63 2.74 -0.66 0.88 2.28 4.30 0.46 4.90 1.71 0.76 0.89 2.76 1.38 -0.09 0.80 1.43 -0.68 0.25 1.23 0.47 1.42 2.28 -1.27 66.32
Standard Deviation(%) NA 7.79 7.12 8.10 9.07 NA NA 9.27 8.81 5.28 7.77 10.74 10.31 14.86 9.08 9.94 4.99 6.71 11.96 6.28 6.24 7.22 13.30 9.12 8.44 4.96 9.28 5.96 5.84 6.32 6.61 4.80 0.01
Draw Down(%) NA 5.69 8.91 17.23 17.23 NA NA 5.69 8.73 4.72 4.43 15.03 5.12 8.78 3.44 8.02 1.24 4.17 5.92 4.23 2.83 5.61 12.79 7.44 4.27 7.23 5.38 4.54 3.75 4.08 2.65 7.10 0.00
Yield(%) NA 16.13 13.47 15.38 14.27 NA NA NA NA 4.41 15.68 12.79 6.31 16.23 24.70 17.49 17.26 9.16 14.95 3.75 1.16 1.61 1.22 1.39 1.64 2.22 2.98 2.89 2.51 3.09 2.37 2.61 3.39
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
THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate 2.47%
Sep 2007 – Sep 2010
3.71%
May 2007 – May 2012
5.11%
Sep 2001 – Sep 2011
6.51%
Feb 2001 – Feb 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate 28.07%
Oct 2018 – Oct 2021
24.36%
Apr 2016 – Apr 2021
19.08%
Feb 2016 – Feb 2026
14.91%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return