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EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN
EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate
EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate
live (public) 0.14% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | LSFIX (LOOMIS SAYLES FIXED INCOME FUND INSTITUTIONAL CLASS) | 0.0% | Loomis sayles core plus fixed income d | 38.94% |
| US Equity | VIGIX (VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES) | 0.52% | vigix | 14.51% |
| US Equity | VWUAX (VANGUARD U.S. GROWTH FUND ADMIRAL SHARES) | 0.73% | VWUAX | 14.15% |
| CASH | CASH (CASH) | 0.0% | CJTXX | 11.61% |
| Emerging Market Equity | VEMIX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INSTITUTIONAL SHARES) | 0.66% | vemix | 9.36% |
| International Equity | VTBSX (VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) | 0.10% | Vanguard Institutional Total International Stock Market Index Trust II | 11.43% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate | 3.3% | 13.6% | 9.1% | 4.7% | 7.3% | 6.8% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 21.6% | 20.9% | 12.9% | 15.0% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.3% | 14.9% | 13.9% | 7.1% | 9.4% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 0.0 | 3.3 | 13.6 | 9.1 | 4.7 | 7.3 | 6.8 | 7.5 | 7.0 | 9.8 | 4.6 | 9.9 | -11.8 | 11.1 | 4.7 | 17.6 | -2.9 | 17.1 | 9.7 | -5.0 | 10.1 | 19.2 | 11.6 | 2.6 | 8.9 | 20.0 | -2.1 | 7.7 | 14.2 | 5.7 | 6.9 | 18.8 | -7.4 | 2.3 |
| Sharpe Ratio | NA | 0.3 | 1.93 | 0.72 | 0.21 | 0.69 | NA | NA | 0.74 | 1.04 | 0.13 | 1.12 | -1.63 | 1.74 | 0.53 | 2.27 | -0.42 | 3.8 | 1.21 | -0.63 | 1.39 | 2.46 | 1.42 | 0.18 | 0.84 | 2.25 | -0.72 | 0.44 | 1.58 | 0.54 | 0.78 | 2.75 | -1.53 | -2.43 |
| Draw Down(%) | NA | 4.4 | 4.4 | 10.3 | 12.8 | 12.8 | NA | NA | 13.2 | 6.7 | 5.6 | 4.5 | 12.3 | 2.9 | 11.7 | 3.9 | 11.6 | 1.3 | 5.6 | 9.0 | 5.0 | 6.0 | 7.0 | 12.4 | 12.3 | 4.0 | 7.0 | 6.7 | 6.1 | 4.2 | 5.8 | 4.4 | 8.2 | 0.0 |
| Standard Deviation(%) | NA | 6.1 | 5.5 | 6.6 | 6.8 | 7.3 | NA | NA | 7.8 | 6.6 | 7.6 | 5.6 | 8.1 | 6.4 | 8.3 | 7.1 | 10.3 | 4.3 | 7.8 | 7.9 | 7.2 | 7.8 | 8.2 | 14.2 | 10.5 | 8.8 | 4.3 | 10.2 | 6.8 | 6.3 | 7.6 | 6.6 | 5.6 | 0.0 |
| Treynor Ratio | NA | 0.05 | 0.28 | 0.13 | 0.04 | 0.16 | NA | NA | 0.21 | 0.21 | 0.02 | 0.17 | -0.52 | 0.23 | 0.28 | 0.29 | -0.07 | 0.26 | 0.16 | -0.11 | 0.16 | 0.28 | 0.18 | 0.04 | 0.18 | 1.3 | -1.81 | 0.07 | 0.16 | 0.06 | 0.11 | 0.83 | -1.02 | 13.03 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | 0.01 | -0.03 | 0.0 | -0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.06 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 | -0.03 | 0.0 |
| Beta | NA | 0.36 | 0.39 | 0.37 | 0.33 | 0.32 | NA | NA | 0.28 | 0.33 | 0.49 | 0.38 | 0.25 | 0.47 | 0.16 | 0.55 | 0.6 | 0.63 | 0.59 | 0.45 | 0.62 | 0.69 | 0.63 | 0.6 | 0.49 | 0.15 | 0.02 | 0.63 | 0.67 | 0.59 | 0.56 | 0.22 | 0.08 | 0.0 |
| RSquared | NA | 0.68 | 0.76 | 0.73 | 0.68 | 0.62 | NA | NA | 0.46 | 0.86 | 0.68 | 0.77 | 0.57 | 0.94 | 0.43 | 0.93 | 0.99 | 0.95 | 0.96 | 0.77 | 0.97 | 0.96 | 0.97 | 0.98 | 0.7 | 0.22 | 0.03 | 0.97 | 0.95 | 0.95 | 0.67 | 0.32 | 0.15 | 0.0 |
| Sortino Ratio | NA | 0.45 | 2.91 | 0.97 | 0.27 | 0.92 | NA | NA | 1.02 | 1.49 | 0.16 | 1.66 | -2.03 | 2.48 | 0.68 | 3.26 | -0.54 | 6.06 | 1.76 | -0.84 | 1.95 | 3.54 | 2.12 | 0.24 | 1.17 | 3.37 | -0.89 | 0.59 | 2.4 | 0.77 | 1.03 | 4.3 | -1.97 | -2.5 |
| Yield(%) | N/A | 0.5 | 3.3 | 2.5 | 2.0 | 2.9 | 3.7 | 5.4 | 2.48 | 3.1 | 1.4 | 2.4 | 1.8 | 1.1 | 1.4 | 2.2 | 1.4 | 3.6 | 3.4 | 1.6 | 1.6 | 4.2 | 4.3 | 1.8 | 3.3 | 3.7 | 0.8 | 4.8 | 4.1 | 2.4 | 2.1 | 1.1 | 1.4 | 2.3 |
| Dividend Growth(%) | N/A | -82.0 | 120.7 | 58.7 | 18.7 | 49.4 | N/A | N/A | N/A | 132.5 | -34.8 | 18.4 | 81.1 | -22.0 | -23.8 | 55.3 | -55.3 | 17.4 | 105.2 | 10.3 | -56.0 | 10.8 | 142.2 | -40.9 | 9.4 | 357.9 | -82.6 | 34.0 | 85.5 | 17.4 | 129.3 | -24.6 | -39.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN.
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