Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Baxter Healthcare of Puerto Rico Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 23.09% | 1.98% | 5.82% | 5.72% | 7.09% | 7.55% | 6.72% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Baxter Healthcare of Puerto Rico Savings and Investment Plan 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 | 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 (%) | -0.85 | 23.09 | 1.98 | 5.82 | 5.72 | 7.09 | 7.55 | 6.72 | NA | 13.12 | 15.12 | -17.17 | 14.42 | 5.17 | 18.60 | -5.90 | 10.47 | 10.63 | -1.14 | 7.12 | 17.49 | 12.43 | 1.57 | 8.70 | 14.65 | 2.07 | 5.82 | 14.50 | 5.55 | 11.70 | 12.93 | -9.96 | -2.18 |
| Sharpe Ratio | NA | 0.86 | -0.08 | 0.22 | 0.38 | NA | NA | 0.52 | 0.04 | 0.71 | 1.32 | -1.20 | 1.40 | 0.25 | 2.61 | -0.76 | 2.04 | 1.17 | -0.13 | 0.93 | 2.31 | 1.35 | 0.09 | 0.79 | 1.51 | 0.25 | 0.27 | 1.33 | 0.50 | 1.23 | 1.48 | -1.65 | -0.36 |
| Standard Deviation(%) | NA | 9.09 | 11.40 | 13.29 | 10.94 | NA | NA | 10.14 | 8.79 | 9.15 | 8.26 | 15.43 | 10.31 | 19.60 | 6.59 | 9.52 | 4.83 | 8.92 | 8.92 | 7.61 | 7.55 | 9.17 | 16.31 | 10.85 | 9.61 | 4.56 | 10.61 | 8.45 | 6.80 | 8.73 | 8.25 | 6.70 | 12.49 |
| Draw Down(%) | NA | 4.98 | 19.87 | 23.66 | 23.66 | NA | NA | 23.66 | 0.62 | 4.98 | 7.71 | 21.00 | 4.96 | 23.66 | 3.70 | 13.04 | 2.10 | 6.78 | 8.03 | 5.24 | 4.16 | 6.90 | 14.47 | 8.26 | 4.47 | 2.94 | 6.58 | 8.58 | 4.65 | 6.33 | 6.26 | 11.81 | 12.87 |
| Yield(%) | NA | 2.07 | 1.85 | 1.77 | 1.88 | NA | NA | 0.00 | NA | 1.26 | 2.13 | 1.49 | 1.25 | 1.70 | 2.20 | 2.07 | 1.90 | 1.75 | 1.98 | 1.56 | 1.68 | 1.94 | 2.43 | 1.93 | 3.40 | 3.67 | 3.63 | 2.83 | 2.44 | 2.11 | 1.92 | 1.07 | 1.12 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Baxter Healthcare of Puerto Rico Savings and Investment Plan Tactical Asset Allocation Moderate |
-0.11%
Dec 2019 - Dec 2022 |
1.99%
Sep 2017 - Sep 2022 |
4.36%
Oct 2013 - Oct 2023 |
5.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Baxter Healthcare of Puerto Rico Savings and Investment Plan Tactical Asset Allocation Moderate |
13.98%
Sep 2011 - Sep 2014 |
11.85%
Jun 2009 - Jun 2014 |
10.00%
Jul 2003 - Jul 2013 |
9.21%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart