Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Savings Program for Employees of Praxair Puerto Rico B.V. and Its Participating Subsidiary Companies Tactical Asset Allocation Moderate | NA | 22.90% | 7.26% | 9.21% | 7.25% | 8.02% | 8.76% | 8.19% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Savings Program for Employees of Praxair Puerto Rico B.V. and Its Participating Subsidiary Companies 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 (%) | -1.16 | 22.90 | 7.26 | 9.21 | 7.25 | 8.02 | 8.76 | 8.19 | NA | 5.99 | 15.87 | -5.23 | 10.96 | 9.56 | 19.94 | -3.68 | 10.92 | 6.75 | -2.17 | 7.01 | 14.62 | 11.46 | 2.00 | 10.82 | 11.69 | 7.40 | 11.61 | 14.76 | 6.24 | 13.60 | 12.15 | -0.89 | -3.41 |
| Sharpe Ratio | NA | 0.02 | 0.12 | 0.35 | 0.47 | NA | NA | 0.68 | 0.02 | -0.06 | 1.32 | -0.51 | 1.06 | 0.49 | 2.97 | -0.54 | 2.12 | 0.65 | -0.24 | 0.93 | 2.04 | 1.51 | 0.14 | 1.11 | 1.28 | 1.10 | 0.94 | 1.60 | 0.65 | 1.71 | 1.65 | -0.31 | -0.81 |
| Standard Deviation(%) | NA | 10.45 | 10.92 | 12.83 | 10.74 | NA | NA | 9.33 | 9.01 | 10.53 | 8.77 | 13.03 | 10.33 | 18.93 | 6.23 | 9.31 | 4.85 | 10.06 | 9.11 | 7.49 | 7.13 | 7.54 | 13.94 | 9.66 | 9.03 | 5.88 | 9.16 | 7.17 | 6.22 | 7.39 | 6.94 | 6.35 | 7.07 |
| Draw Down(%) | NA | 8.80 | 11.59 | 20.16 | 20.16 | NA | NA | 20.16 | 0.76 | 8.72 | 6.30 | 11.85 | 4.48 | 20.16 | 2.93 | 11.78 | 2.02 | 7.41 | 11.03 | 4.20 | 3.32 | 5.74 | 11.20 | 7.48 | 5.44 | 3.27 | 6.69 | 8.13 | 5.13 | 7.07 | 5.15 | 6.78 | 10.82 |
| Yield(%) | NA | 7.15 | 8.11 | 8.00 | 7.77 | NA | NA | 0.00 | NA | 1.02 | 7.83 | 6.10 | 10.96 | 7.74 | 9.93 | 12.81 | 4.58 | 7.89 | 6.29 | 6.49 | 3.40 | 3.93 | 2.57 | 2.22 | 6.53 | 5.42 | 7.01 | 8.82 | 4.35 | 4.91 | 3.76 | 5.61 | 5.41 |
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 |
|---|---|---|---|---|
| The Savings Program for Employees of Praxair Puerto Rico B.V. and Its Participating Subsidiary Companies Tactical Asset Allocation Moderate |
2.69%
Oct 2013 - Oct 2016 |
3.61%
Dec 2013 - Dec 2018 |
5.77%
Oct 2013 - Oct 2023 |
6.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Savings Program for Employees of Praxair Puerto Rico B.V. and Its Participating Subsidiary Companies Tactical Asset Allocation Moderate |
14.04%
Apr 2003 - Apr 2006 |
12.78%
Mar 2003 - Mar 2008 |
11.10%
Jul 2003 - Jul 2013 |
9.54%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart