Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFIZER SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 33.63% | 14.22% | 15.12% | 10.08% | 10.16% | 10.60% | 11.24% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIZER SAVINGS 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 (%) | -1.04 | 33.63 | 14.22 | 15.12 | 10.08 | 10.16 | 10.60 | 11.24 | NA | 1.34 | 26.58 | -1.94 | 9.69 | 18.96 | 18.91 | -4.32 | 8.66 | 7.57 | -0.43 | 3.70 | 17.80 | 9.14 | 3.93 | 14.81 | 17.77 | 6.17 | 11.69 | 13.37 | 8.04 | 17.20 | 26.48 | 3.90 | 7.82 |
| Sharpe Ratio | NA | 0.46 | 0.56 | 0.67 | 0.61 | NA | NA | 0.87 | 0.16 | -0.23 | 2.57 | -0.27 | 0.91 | 1.01 | 2.28 | -0.58 | 1.44 | 0.84 | -0.05 | 0.47 | 2.40 | 1.13 | 0.27 | 1.25 | 1.77 | 1.77 | 0.74 | 1.01 | 0.91 | 2.08 | 3.59 | 0.71 | 1.52 |
| Standard Deviation(%) | NA | 27.37 | 18.06 | 16.92 | 13.31 | NA | NA | 10.87 | 103.94 | 23.06 | 8.69 | 12.28 | 10.61 | 18.49 | 7.69 | 9.63 | 5.58 | 8.75 | 9.08 | 7.77 | 7.39 | 8.04 | 14.68 | 11.76 | 9.98 | 2.97 | 11.74 | 10.03 | 6.42 | 7.83 | 7.18 | 3.93 | 3.62 |
| Draw Down(%) | NA | 20.26 | 20.26 | 20.26 | 20.26 | NA | NA | 20.26 | 1.02 | 20.26 | 4.89 | 12.10 | 6.06 | 20.26 | 3.46 | 13.81 | 2.61 | 7.18 | 7.92 | 5.54 | 3.19 | 6.12 | 11.75 | 8.22 | 5.05 | 1.90 | 8.60 | 13.40 | 4.76 | 7.40 | 3.26 | 3.28 | 2.23 |
| Yield(%) | NA | 14.46 | 12.77 | 8.65 | 5.98 | NA | NA | 0.00 | NA | 9.76 | 12.50 | 8.73 | 6.21 | 2.52 | 4.33 | 3.52 | 1.42 | 1.49 | 4.90 | 4.08 | 1.24 | 2.84 | 5.08 | 2.12 | 3.58 | 3.81 | 3.83 | 2.82 | 3.19 | 3.69 | 4.21 | 3.73 | 5.43 |
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 |
|---|---|---|---|---|
| PFIZER SAVINGS PLAN Tactical Asset Allocation Moderate |
3.20%
Mar 2017 - Mar 2020 |
2.92%
Dec 2013 - Dec 2018 |
6.45%
Mar 2010 - Mar 2020 |
7.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIZER SAVINGS PLAN Tactical Asset Allocation Moderate |
19.84%
Apr 2003 - Apr 2006 |
15.96%
Oct 2002 - Oct 2007 |
13.04%
Apr 2001 - Apr 2011 |
11.06%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart