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 |
|---|---|---|---|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 25.45% | 1.27% | 6.67% | 6.60% | 8.35% | 8.54% | 8.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation 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 (%) | -1.08 | 25.45 | 1.27 | 6.67 | 6.60 | 8.35 | 8.54 | 8.43 | NA | 7.83 | 16.52 | -20.56 | 15.25 | 10.14 | 21.39 | -7.16 | 15.15 | 8.18 | 1.00 | 9.24 | 17.07 | 14.97 | 2.31 | 12.89 | 24.39 | -1.38 | 5.99 | 9.32 | 7.70 | 11.36 | 13.36 | 10.42 | -5.18 |
| Sharpe Ratio | NA | 0.24 | -0.27 | 0.17 | 0.41 | NA | NA | 0.70 | 0.08 | 0.10 | 1.46 | -1.48 | 1.60 | 0.51 | 2.99 | -0.87 | 3.42 | 0.88 | 0.11 | 1.31 | 2.50 | 1.91 | 0.17 | 1.35 | 2.66 | -0.39 | 0.35 | 0.95 | 0.87 | 1.53 | 2.28 | 2.66 | -0.59 |
| Standard Deviation(%) | NA | 11.78 | 12.00 | 13.45 | 11.06 | NA | NA | 9.51 | 7.33 | 11.82 | 8.39 | 14.87 | 9.54 | 19.49 | 6.69 | 9.75 | 4.25 | 9.02 | 9.03 | 7.05 | 6.81 | 7.82 | 13.51 | 9.45 | 9.12 | 5.84 | 8.61 | 6.39 | 6.37 | 6.80 | 5.57 | 3.50 | 12.60 |
| Draw Down(%) | NA | 8.83 | 23.13 | 24.89 | 24.89 | NA | NA | 24.89 | 0.51 | 8.83 | 6.68 | 24.13 | 4.44 | 24.46 | 3.37 | 14.52 | 1.19 | 8.20 | 7.92 | 5.04 | 4.84 | 6.28 | 11.85 | 7.75 | 4.22 | 10.13 | 5.70 | 5.76 | 4.27 | 5.07 | 4.28 | 2.37 | 16.14 |
| Yield(%) | NA | 5.90 | 5.50 | 5.97 | 6.22 | NA | NA | 0.00 | NA | 1.30 | 6.05 | 3.23 | 7.32 | 5.80 | 8.69 | 6.71 | 6.71 | 6.19 | 6.11 | 7.42 | 4.07 | 2.94 | 2.15 | 3.36 | 5.09 | 5.56 | 2.92 | 5.14 | 4.29 | 2.56 | 3.68 | 5.95 | 3.22 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.06%
Dec 2021 - Dec 2024 |
2.43%
Sep 2017 - Sep 2022 |
5.27%
Oct 2013 - Oct 2023 |
7.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.06%
Mar 2009 - Mar 2012 |
15.15%
Nov 2008 - Nov 2013 |
10.88%
Sep 2008 - Sep 2018 |
10.15%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart