Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Boehringer Ingelheim 401K Tactical Asset Allocation Moderate | NA | 27.10% | 6.11% | 10.07% | 8.66% | 9.42% | 10.09% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Boehringer Ingelheim 401K Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.13 | 27.10 | 6.11 | 10.07 | 8.66 | 9.42 | 10.09 | … | … | 0.74 | 13.41 | 16.63 | -8.94 | 9.00 | 18.30 | 22.64 | -2.28 | 12.82 | 5.98 | 1.42 | 8.33 | 15.90 | 13.52 | 1.87 | 12.76 | 20.89 | 2.92 | 10.78 | 14.22 | 10.01 | 14.00 | 12.06 | -3.94 | 0.25 |
| Sharpe Ratio | NA | 0.79 | 0.31 | 0.53 | 0.66 | NA | NA | … | … | 0.07 | 0.62 | 1.44 | -0.86 | 0.86 | 0.99 | 2.65 | -0.36 | 2.98 | 0.71 | 0.15 | 1.11 | 2.16 | 1.77 | 0.13 | 1.26 | 2.16 | 0.33 | 0.78 | 1.41 | 1.28 | 1.82 | 1.56 | -0.72 | -0.29 |
| Standard Deviation(%) | NA | 10.89 | 10.64 | 12.53 | 10.54 | NA | NA | … | … | 9.76 | 11.00 | 8.61 | 12.01 | 10.43 | 18.31 | 8.00 | 9.93 | 4.09 | 8.16 | 9.08 | 7.52 | 7.34 | 7.62 | 14.25 | 10.06 | 9.62 | 5.96 | 9.95 | 7.76 | 6.14 | 7.18 | 7.29 | 7.03 | 7.07 |
| Draw Down(%) | NA | 6.32 | 13.93 | 20.09 | 20.09 | NA | NA | … | … | 0.75 | 6.32 | 6.99 | 15.19 | 7.28 | 20.09 | 3.70 | 12.59 | 1.38 | 7.64 | 9.00 | 4.38 | 5.58 | 5.90 | 13.18 | 7.86 | 4.66 | 5.01 | 6.62 | 8.91 | 3.90 | 6.64 | 5.69 | 9.00 | 9.87 |
| Yield(%) | NA | 4.21 | 3.63 | 3.93 | 4.64 | NA | NA | … | … | NA | 1.15 | 4.55 | 1.86 | 4.23 | 5.86 | 6.75 | 3.96 | 5.21 | 2.03 | 7.95 | 4.88 | 3.74 | 4.26 | 2.24 | 4.39 | 5.74 | 9.12 | 4.57 | 2.89 | 3.01 | 3.36 | 3.82 | 5.70 | 7.93 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Boehringer Ingelheim 401K Tactical Asset Allocation Moderate |
3.92%
Aug 2001 – Aug 2004 |
5.12%
Dec 2013 – Dec 2018 |
6.93%
Oct 2013 – Oct 2023 |
8.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Boehringer Ingelheim 401K Tactical Asset Allocation Moderate |
16.51%
Dec 2018 – Dec 2021 |
13.53%
Feb 2009 – Feb 2014 |
12.18%
Jul 2003 – Jul 2013 |
10.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart