Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Zimmer Puerto Rico Savings and Investment Program Tactical Asset Allocation Moderate | NA | 28.06% | 5.50% | 9.22% | 7.62% | 8.90% | 8.50% | 9.17% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Zimmer Puerto Rico Savings and Investment Program 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 (%) | -1.29 | 28.06 | 5.50 | 9.22 | 7.62 | 8.90 | 8.50 | 9.17 | NA | 14.30 | 13.39 | -9.46 | 8.43 | 15.67 | 21.67 | -4.76 | 14.36 | 3.14 | 0.58 | 8.24 | 18.07 | 11.60 | 2.92 | 14.96 | 13.46 | -12.30 | 9.22 | 17.71 | 8.64 | 13.04 | 31.58 | 5.81 | -0.43 |
| Sharpe Ratio | NA | 0.79 | 0.25 | 0.42 | 0.53 | NA | NA | 0.74 | 0.04 | 0.70 | 1.15 | -0.90 | 0.79 | 0.76 | 2.65 | -0.65 | 2.97 | 0.33 | 0.06 | 1.00 | 2.47 | 1.48 | 0.20 | 1.57 | 1.90 | -0.88 | 0.73 | 1.95 | 1.24 | 1.87 | 5.28 | 0.35 | -0.25 |
| Standard Deviation(%) | NA | 11.00 | 10.51 | 13.08 | 10.82 | NA | NA | 10.14 | 11.33 | 11.04 | 7.92 | 12.10 | 10.70 | 20.20 | 7.65 | 9.28 | 4.62 | 8.77 | 8.60 | 8.25 | 7.29 | 7.80 | 14.57 | 9.47 | 7.02 | 15.09 | 8.58 | 7.41 | 5.20 | 6.46 | 5.85 | 13.57 | 11.05 |
| Draw Down(%) | NA | 6.80 | 13.82 | 24.02 | 24.02 | NA | NA | 24.02 | 1.01 | 6.80 | 6.43 | 16.12 | 5.70 | 24.02 | 3.78 | 14.41 | 1.74 | 8.46 | 8.18 | 4.61 | 5.16 | 5.87 | 13.00 | 7.88 | 3.99 | 17.91 | 6.61 | 8.85 | 3.51 | 5.77 | 2.44 | 19.23 | 17.43 |
| Yield(%) | NA | 3.39 | 4.73 | 4.85 | 4.62 | NA | NA | 0.00 | NA | 1.31 | 3.23 | 3.46 | 6.89 | 7.33 | 3.62 | 1.60 | 4.58 | 7.14 | 5.25 | 3.62 | 20.70 | 5.37 | 2.19 | 3.44 | 4.97 | 6.17 | 9.21 | 7.95 | 5.10 | 1.19 | 2.09 | 1.83 | 6.68 |
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 |
|---|---|---|---|---|
| Zimmer Puerto Rico Savings and Investment Program Tactical Asset Allocation Moderate |
0.89%
Jun 2007 - Jun 2010 |
3.63%
Mar 2015 - Mar 2020 |
5.92%
Oct 2013 - Oct 2023 |
6.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Zimmer Puerto Rico Savings and Investment Program Tactical Asset Allocation Moderate |
19.02%
Mar 2003 - Mar 2006 |
17.82%
Oct 2002 - Oct 2007 |
11.20%
Sep 2002 - Sep 2012 |
10.30%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart