Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL SAVINGS AND OWNERSHIP PLAN Asset Allocation Composite Moderate | 5.42% | 20.39% | 12.81% | 3.96% | 7.64% | 6.33% | 6.59% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HONEYWELL SAVINGS AND OWNERSHIP PLAN Asset Allocation Composite Moderate | 12/31/2000 | 04/30/2026 |
| 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 (%) | 0.31 | 20.39 | 12.81 | 3.96 | 7.64 | 6.33 | 6.59 | … | … | 5.42 | 16.29 | 5.47 | 7.02 | -15.63 | 8.10 | 14.68 | 23.77 | -4.97 | 12.12 | 8.41 | -5.90 | 6.52 | 9.43 | 15.92 | -2.51 | 3.88 | 16.57 | -1.45 | 5.61 | 14.39 | 5.65 | 11.34 | 18.72 | -0.87 | 2.31 |
| Sharpe Ratio | NA | 2.15 | 0.94 | 0.10 | 0.66 | NA | NA | … | … | 0.36 | 1.39 | 0.23 | 0.42 | -1.91 | 0.98 | 1.53 | 3.19 | -0.76 | 2.71 | 1.17 | -0.78 | 1.10 | 1.33 | 2.06 | -0.18 | 0.41 | 1.86 | -0.66 | 0.25 | 1.67 | 0.57 | 1.53 | 2.93 | -0.87 | -2.43 |
| Standard Deviation(%) | NA | 8.15 | 8.92 | 8.68 | 8.19 | NA | NA | … | … | 10.53 | 9.65 | 7.96 | 7.97 | 8.92 | 8.25 | 9.43 | 6.98 | 8.34 | 4.22 | 7.01 | 7.56 | 5.90 | 7.06 | 7.72 | 14.11 | 9.24 | 8.88 | 3.69 | 9.71 | 6.58 | 5.99 | 6.79 | 6.14 | 2.31 | 0.05 |
| Draw Down(%) | NA | 7.47 | 11.29 | 22.23 | 22.23 | NA | NA | … | … | 7.47 | 9.76 | 4.93 | 7.61 | 16.29 | 4.80 | 6.23 | 2.85 | 10.83 | 1.77 | 4.31 | 10.83 | 4.56 | 6.21 | 6.03 | 13.68 | 8.38 | 4.17 | 5.57 | 6.27 | 6.67 | 4.20 | 5.58 | 4.14 | 2.87 | 0.00 |
| Yield(%) | NA | 5.18 | 3.91 | 4.62 | 3.99 | NA | NA | … | … | NA | NA | 0.84 | 4.76 | 2.35 | 4.06 | 3.74 | 8.15 | 3.19 | 2.70 | 6.09 | 2.16 | 3.13 | 2.88 | 4.09 | 3.90 | 2.44 | 2.13 | 0.93 | 3.91 | 4.11 | 2.60 | 2.82 | 3.12 | 1.03 | 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 |
|---|---|---|---|---|
| HONEYWELL SAVINGS AND OWNERSHIP PLAN Asset Allocation Composite Moderate |
-2.77%
Apr 2021 – Apr 2024 |
2.82%
Mar 2021 – Mar 2026 |
3.60%
Oct 2013 – Oct 2023 |
5.02%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HONEYWELL SAVINGS AND OWNERSHIP PLAN Asset Allocation Composite Moderate |
15.34%
Dec 2018 – Dec 2021 |
11.98%
Oct 2002 – Oct 2007 |
9.25%
Apr 2003 – Apr 2013 |
7.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart