Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO Tactical Asset Allocation Moderate | NA | 37.68% | 13.68% | 9.81% | 6.54% | 6.25% | 7.11% | 7.33% |
Data as of 06/30/2021, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO Tactical Asset Allocation Moderate | 12/31/2000 | 09/10/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 37.68 | 13.68 | 9.81 | 6.54 | 6.25 | 7.11 | 7.33 | 16.80 | 25.21 | 7.46 | -9.98 | 9.85 | 8.38 | -2.67 | 0.47 | 12.26 | 5.40 | 1.33 | 8.30 | 10.23 | -8.59 | 8.71 | 12.95 | 4.19 | 12.02 | 21.51 | 2.51 | 7.65 |
| Sharpe Ratio | NA | 1.73 | 0.68 | 0.60 | 0.58 | NA | NA | 0.66 | 0.78 | 0.95 | 1.15 | -1.60 | 1.80 | 1.71 | -0.56 | 0.08 | 1.83 | 1.12 | 0.15 | 0.75 | 1.37 | -1.62 | 0.61 | 1.21 | 0.36 | 1.58 | 3.78 | 0.38 | 1.67 |
| Standard Deviation(%) | NA | 18.65 | 18.64 | 14.98 | 11.22 | NA | NA | 9.40 | 21.43 | 26.21 | 5.27 | 7.05 | 5.12 | 4.78 | 4.82 | 5.78 | 6.69 | 4.77 | 8.73 | 10.93 | 7.38 | 5.88 | 9.35 | 7.98 | 5.63 | 7.00 | 5.51 | 3.69 | 3.20 |
| Draw Down(%) | NA | 7.77 | 15.56 | 21.56 | 21.56 | NA | NA | 21.56 | 7.77 | 15.56 | 4.24 | 15.84 | 1.89 | 3.18 | 6.48 | 6.32 | 4.97 | 4.83 | 7.57 | 10.29 | 4.96 | 14.65 | 6.94 | 9.35 | 5.04 | 6.24 | 2.50 | 4.89 | 1.89 |
| Yield(%) | NA | 3.94 | 2.31 | 1.71 | 2.25 | NA | NA | 3.09 | 1.22 | 2.87 | 1.60 | 2.23 | 0.37 | 2.04 | 1.14 | 3.03 | 4.34 | 3.11 | 3.03 | 2.28 | 2.37 | 4.12 | 4.61 | 3.43 | 2.88 | 2.92 | 3.23 | 4.44 | 6.54 |
Data as of 06/30/2021, 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 FOR EMPLOYEES RESIDENT IN PUERTO RICO Tactical Asset Allocation Moderate |
-0.15%
Jun 2007 - Jun 2010 |
0.94%
Dec 2013 - Dec 2018 |
3.53%
Mar 2010 - Mar 2020 |
4.32%
Dec 2004 - Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO Tactical Asset Allocation Moderate |
14.89%
Apr 2003 - Apr 2006 |
12.66%
Oct 2002 - Oct 2007 |
8.09%
Apr 2001 - Apr 2011 |
6.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart