Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 26.89% | 7.73% | 11.42% | 9.25% | 8.87% | 7.42% | 6.58% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement Savings Plan Strategic Asset Allocation - Equal Weight 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 (%) | -1.19 | 26.89 | 7.73 | 11.42 | 9.25 | 8.87 | 7.42 | 6.58 | NA | 18.07 | 17.78 | -10.70 | 18.34 | 13.57 | 21.10 | -2.93 | 13.36 | 7.96 | 0.85 | 7.40 | 15.92 | 9.64 | -1.52 | 7.92 | 15.93 | -21.18 | 5.85 | 12.54 | 5.52 | 9.09 | 16.78 | -9.15 | -5.81 |
| Sharpe Ratio | NA | 1.37 | 0.37 | 0.64 | 0.69 | NA | NA | 0.48 | 0.04 | 1.30 | 1.63 | -0.84 | 2.11 | 0.66 | 2.24 | -0.36 | 2.78 | 0.95 | 0.09 | 1.07 | 2.38 | 1.28 | -0.11 | 0.76 | 1.11 | -1.13 | 0.32 | 1.48 | 0.65 | 1.38 | 2.15 | -0.93 | -0.88 |
| Standard Deviation(%) | NA | 8.84 | 10.90 | 13.00 | 11.14 | NA | NA | 10.64 | 9.75 | 8.83 | 8.28 | 14.45 | 8.66 | 20.31 | 8.78 | 11.86 | 4.58 | 8.21 | 9.67 | 6.93 | 6.69 | 7.48 | 13.48 | 10.28 | 14.33 | 19.63 | 8.92 | 6.27 | 5.14 | 5.90 | 7.48 | 11.08 | 9.27 |
| Draw Down(%) | NA | 5.82 | 14.43 | 20.93 | 20.93 | NA | NA | 34.04 | 0.77 | 5.82 | 6.18 | 15.19 | 3.14 | 20.93 | 4.70 | 13.72 | 1.72 | 6.46 | 7.66 | 4.52 | 4.30 | 6.58 | 12.29 | 8.64 | 15.01 | 28.83 | 5.55 | 6.12 | 3.45 | 4.38 | 7.06 | 15.79 | 15.51 |
| Yield(%) | NA | 4.04 | 3.38 | 3.12 | 2.31 | NA | NA | 2.09 | NA | 1.32 | 3.90 | 2.23 | 3.67 | 2.38 | 2.56 | 1.70 | 0.55 | 2.09 | 1.54 | 1.13 | 1.75 | 1.77 | 1.50 | 1.63 | 1.54 | 2.13 | 2.83 | 2.86 | 2.29 | 1.88 | 1.27 | 1.70 | 1.84 |
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 |
|---|---|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.33%
Feb 2006 - Feb 2009 |
-1.05%
Feb 2004 - Feb 2009 |
3.48%
Sep 2001 - Sep 2011 |
4.04%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
17.63%
Dec 2018 - Dec 2021 |
12.67%
Oct 2016 - Oct 2021 |
10.28%
Dec 2011 - Dec 2021 |
9.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart