Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Avon Puerto Rico Associates Savings Plan Tactical Asset Allocation Moderate | NA | 23.11% | 5.33% | 8.96% | 7.73% | 9.30% | 9.93% | 9.56% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Avon Puerto Rico Associates Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.55 | 23.11 | 5.33 | 8.96 | 7.73 | 9.30 | 9.93 | 9.56 | NA | 10.80 | 14.44 | -8.93 | 12.55 | 12.79 | 19.11 | -4.96 | 11.52 | 9.41 | 1.04 | 6.28 | 19.22 | 14.26 | 2.93 | 17.70 | 21.48 | 3.04 | 12.03 | 14.05 | 7.81 | 14.27 | 12.43 | -0.84 | 2.68 |
| Sharpe Ratio | NA | 0.57 | 0.19 | 0.44 | 0.56 | NA | NA | 0.85 | 0.03 | 0.45 | 1.31 | -0.82 | 1.13 | 0.67 | 2.41 | -0.63 | 2.43 | 1.05 | 0.12 | 0.81 | 2.60 | 1.79 | 0.19 | 1.80 | 2.37 | 0.35 | 1.03 | 1.47 | 1.01 | 1.87 | 1.65 | -0.29 | 0.06 |
| Standard Deviation(%) | NA | 9.27 | 10.09 | 12.48 | 10.48 | NA | NA | 9.26 | 9.06 | 9.34 | 7.80 | 12.57 | 11.12 | 18.65 | 7.34 | 9.94 | 4.48 | 8.79 | 8.45 | 7.73 | 7.37 | 7.93 | 15.03 | 9.78 | 9.03 | 5.96 | 8.76 | 7.32 | 5.61 | 7.14 | 7.13 | 6.72 | 5.95 |
| Draw Down(%) | NA | 5.83 | 13.74 | 21.61 | 21.61 | NA | NA | 21.61 | 0.73 | 5.83 | 6.31 | 15.50 | 4.88 | 21.61 | 4.07 | 13.73 | 2.08 | 7.01 | 8.08 | 4.81 | 5.32 | 5.77 | 14.28 | 8.27 | 4.52 | 5.01 | 5.74 | 8.75 | 4.23 | 6.91 | 5.16 | 8.28 | 5.78 |
| Yield(%) | NA | 6.32 | 5.66 | 5.69 | 6.48 | NA | NA | 0.00 | NA | 1.27 | 6.43 | 2.84 | 7.69 | 6.01 | 5.80 | 6.94 | 7.52 | 3.69 | 7.36 | 11.34 | 5.93 | 5.94 | 3.31 | 5.15 | 5.15 | 9.12 | 6.29 | 5.09 | 5.02 | 3.20 | 3.07 | 5.88 | 7.47 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Avon Puerto Rico Associates Savings Plan Tactical Asset Allocation Moderate |
3.29%
Mar 2017 - Mar 2020 |
3.74%
Mar 2015 - Mar 2020 |
6.22%
Oct 2013 - Oct 2023 |
8.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Avon Puerto Rico Associates Savings Plan Tactical Asset Allocation Moderate |
16.39%
Feb 2009 - Feb 2012 |
15.61%
Feb 2009 - Feb 2014 |
13.07%
Sep 2003 - Sep 2013 |
11.41%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart