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 Strategic Asset Allocation - Equal Weight Moderate | NA | 10.22% | 3.06% | 5.94% | 4.23% | 5.64% | 5.28% | 5.11% |
Data as of 07/31/2024, 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 Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 10/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 1.15 | 10.22 | 3.06 | 5.94 | 4.23 | 5.64 | 5.28 | 5.11 | 11.31 | 12.15 | -11.37 | 6.76 | 13.84 | 15.13 | -9.68 | 9.24 | 5.55 | -2.36 | 2.15 | 12.11 | 10.12 | -1.59 | 11.84 | 21.03 | -19.23 | 8.82 | 9.38 | 5.38 | 8.78 | 18.68 | -6.72 | 0.84 |
| Sharpe Ratio | NA | 1.80 | -0.02 | 0.32 | 0.30 | NA | NA | 0.37 | 0.61 | 1.05 | -0.94 | 0.65 | 0.74 | 1.85 | -1.06 | 1.56 | 0.62 | -0.29 | 0.31 | 1.76 | 1.51 | -0.15 | 1.14 | 1.43 | -1.03 | 0.76 | 0.90 | 0.53 | 1.22 | 1.96 | -0.62 | -0.14 |
| Standard Deviation(%) | NA | 8.68 | 10.53 | 12.37 | 10.49 | NA | NA | 10.43 | 9.02 | 7.53 | 13.58 | 10.31 | 18.49 | 7.42 | 10.42 | 5.51 | 8.58 | 8.12 | 6.88 | 6.85 | 6.67 | 10.77 | 10.32 | 14.67 | 19.55 | 7.68 | 6.77 | 6.08 | 6.42 | 9.18 | 12.57 | 10.66 |
| Draw Down(%) | NA | 6.01 | 19.59 | 23.76 | 23.76 | NA | NA | 30.66 | 6.01 | 7.85 | 18.62 | 7.48 | 23.35 | 4.27 | 15.72 | 5.77 | 5.97 | 9.64 | 5.42 | 6.16 | 5.74 | 10.96 | 8.44 | 14.76 | 29.72 | 4.49 | 5.79 | 4.34 | 5.10 | 6.54 | 15.94 | 12.00 |
| Yield(%) | NA | 4.58 | 5.23 | 4.97 | 4.34 | NA | NA | 3.93 | 0.65 | 4.87 | 4.38 | 5.41 | 6.13 | 2.80 | 2.37 | 0.37 | 2.27 | 5.35 | 8.40 | 3.21 | 3.45 | 2.60 | 2.13 | 3.97 | 3.77 | 3.99 | 4.67 | 2.12 | 4.19 | 3.95 | 3.09 | 6.36 |
Data as of 07/31/2024, 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 Strategic Asset Allocation - Equal Weight Moderate |
-5.15%
Feb 2006 - Feb 2009 |
-0.59%
Feb 2004 - Feb 2009 |
2.94%
Mar 2010 - Mar 2020 |
3.14%
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 Strategic Asset Allocation - Equal Weight Moderate |
16.09%
Feb 2009 - Feb 2012 |
12.85%
Feb 2009 - Feb 2014 |
7.31%
Mar 2003 - Mar 2013 |
6.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart