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 Strategic Asset Allocation - Equal Weight Moderate | NA | 33.45% | 13.87% | 19.00% | 11.19% | 10.42% | 8.78% | 8.99% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO Strategic Asset Allocation - Equal Weight 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 (%) | -0.71 | 33.45 | 13.87 | 19.00 | 11.19 | 10.42 | 8.78 | 8.99 | NA | 21.14 | 23.67 | 0.04 | 32.65 | 16.07 | 15.39 | -6.61 | 11.80 | 5.35 | -1.13 | 4.29 | 13.25 | 13.43 | -1.50 | 11.55 | 21.07 | -24.57 | 7.38 | 13.39 | 6.35 | 14.85 | 20.36 | -1.70 | 5.91 |
| Sharpe Ratio | NA | 2.09 | 1.11 | 0.89 | 0.71 | NA | NA | 0.63 | 0.10 | 1.98 | 2.50 | -0.11 | 1.01 | 0.96 | 1.99 | -0.87 | 2.22 | 0.59 | -0.14 | 0.57 | 1.88 | 1.74 | -0.13 | 1.16 | 1.43 | -1.27 | 0.53 | 1.38 | 0.77 | 2.04 | 3.13 | -0.39 | 0.62 |
| Standard Deviation(%) | NA | 7.32 | 9.51 | 17.83 | 13.75 | NA | NA | 11.63 | 6.92 | 7.34 | 7.76 | 12.53 | 32.37 | 16.48 | 7.04 | 9.06 | 5.03 | 8.69 | 8.49 | 7.51 | 7.02 | 7.67 | 11.95 | 9.88 | 14.69 | 20.12 | 8.24 | 7.32 | 5.40 | 6.83 | 6.28 | 7.20 | 5.79 |
| Draw Down(%) | NA | 4.17 | 11.31 | 23.16 | 23.16 | NA | NA | 36.86 | 0.43 | 4.17 | 4.91 | 11.31 | 9.84 | 23.16 | 4.52 | 13.33 | 1.63 | 7.86 | 8.86 | 5.64 | 6.26 | 6.48 | 11.70 | 8.57 | 16.53 | 34.59 | 5.79 | 7.90 | 4.21 | 5.55 | 7.13 | 13.31 | 7.63 |
| Yield(%) | NA | 16.61 | 10.17 | 6.93 | 5.11 | NA | NA | 4.27 | NA | 4.60 | 15.63 | 7.16 | 3.28 | 2.57 | 1.32 | 4.53 | 0.67 | 1.76 | 2.29 | 7.43 | 2.19 | 5.66 | 3.83 | 2.78 | 2.44 | 4.29 | 5.23 | 3.42 | 2.96 | 4.16 | 2.34 | 3.20 | 4.48 |
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 |
|---|---|---|---|---|
| PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO Strategic Asset Allocation - Equal Weight Moderate |
-7.15%
Feb 2006 - Feb 2009 |
-0.57%
Feb 2004 - Feb 2009 |
4.11%
May 2007 - May 2017 |
4.29%
Mar 2005 - Mar 2020 |
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 Strategic Asset Allocation - Equal Weight Moderate |
23.45%
Mar 2020 - Mar 2023 |
19.45%
Sep 2019 - Sep 2024 |
11.31%
Nov 2014 - Nov 2024 |
11.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart