Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASHLAND INC. EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 30.49% | 8.63% | 10.60% | 6.94% | 6.92% | 7.10% | 7.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASHLAND INC. EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.68 | 30.49 | 8.63 | 10.60 | 6.94 | 6.92 | 7.10 | 7.07 | NA | 19.41 | 19.76 | -5.67 | 0.30 | 17.93 | 18.56 | -8.58 | 12.79 | 4.41 | -1.91 | 0.11 | 8.20 | 10.75 | -1.90 | 11.73 | 32.72 | -26.35 | 13.77 | 17.63 | 8.28 | 12.80 | 21.69 | -5.30 | -0.32 |
| Sharpe Ratio | NA | 1.84 | 0.80 | 0.67 | 0.61 | NA | NA | 0.55 | 0.07 | 1.70 | 2.33 | -0.62 | 0.03 | 1.07 | 2.70 | -1.18 | 2.40 | 0.50 | -0.24 | 0.02 | 1.35 | 1.84 | -0.18 | 1.31 | 2.08 | -1.37 | 0.97 | 1.65 | 0.91 | 1.52 | 2.70 | -0.59 | -0.28 |
| Standard Deviation(%) | NA | 7.48 | 8.79 | 10.95 | 9.33 | NA | NA | 9.99 | 5.92 | 7.52 | 6.64 | 11.45 | 9.54 | 16.61 | 6.36 | 8.37 | 5.07 | 8.41 | 8.11 | 6.14 | 6.07 | 5.80 | 10.52 | 8.89 | 15.72 | 19.86 | 11.16 | 8.69 | 6.72 | 7.82 | 7.79 | 10.92 | 9.48 |
| Draw Down(%) | NA | 5.00 | 13.86 | 20.05 | 20.05 | NA | NA | 38.45 | 0.42 | 5.00 | 4.00 | 14.37 | 8.15 | 20.05 | 3.39 | 14.51 | 3.95 | 6.46 | 9.54 | 5.76 | 5.99 | 5.04 | 11.25 | 7.61 | 15.44 | 35.59 | 8.26 | 11.09 | 4.30 | 7.02 | 7.18 | 15.13 | 12.65 |
| Yield(%) | NA | 14.25 | 9.41 | 7.24 | 4.81 | NA | NA | 3.87 | NA | 4.39 | 13.74 | 6.40 | 3.05 | 4.90 | 2.80 | 2.81 | 0.66 | 1.30 | 2.72 | 4.50 | 3.77 | 2.01 | 3.45 | 4.27 | 3.08 | 3.75 | 4.47 | 2.81 | 2.14 | 4.14 | 2.38 | 2.73 | 2.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHLAND INC. EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.63%
Feb 2006 - Feb 2009 |
0.82%
Feb 2004 - Feb 2009 |
3.46%
Sep 2012 - Sep 2022 |
3.38%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHLAND INC. EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.84%
Feb 2009 - Feb 2012 |
15.66%
Oct 2002 - Oct 2007 |
9.57%
Mar 2003 - Mar 2013 |
8.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart