Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 12/29/2023.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| POPULAR, INC. U.S.A 401(K) SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 7.28% | NA | 9.74% | 1.26% | 5.57% | 4.45% | 6.24% | 6.58% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPULAR, INC. U.S.A 401(K) SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/28/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 12/29/2023.
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 | 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 (%) | 0.43 | 9.74 | 1.26 | 5.57 | 4.45 | 6.24 | 6.58 | 7.28 | 1.96 | 10.08 | -12.91 | 7.80 | 12.60 | 12.66 | -0.48 | 12.13 | 0.85 | 0.38 | 4.09 | 14.32 | 5.75 | 1.92 | 11.51 | 17.03 | -3.36 | 8.55 | 19.65 | 3.09 | 11.06 | 15.11 | 7.07 | 6.77 |
| Sharpe Ratio | NA | 1.00 | -0.13 | 0.39 | 0.48 | NA | NA | 0.76 | 0.12 | 0.77 | -1.53 | 0.78 | 1.58 | 2.37 | -0.22 | 1.83 | 0.14 | 0.05 | 0.63 | 2.00 | 0.95 | 0.21 | 0.79 | 1.97 | -0.90 | 0.52 | 1.50 | 0.13 | 1.40 | 3.05 | 2.14 | 1.10 |
| Standard Deviation(%) | NA | 7.53 | 8.74 | 8.28 | 7.36 | NA | NA | 7.80 | 8.76 | 7.57 | 9.36 | 9.95 | 7.82 | 4.74 | 8.04 | 6.27 | 4.75 | 6.49 | 6.46 | 7.15 | 6.00 | 9.13 | 14.38 | 8.62 | 4.74 | 10.79 | 10.90 | 7.15 | 7.24 | 4.72 | 2.78 | 4.07 |
| Draw Down(%) | NA | 6.04 | 15.62 | 15.62 | 15.62 | NA | NA | 15.62 | 2.43 | 6.04 | 13.52 | 6.26 | 10.26 | 2.30 | 8.22 | 4.14 | 4.63 | 6.16 | 4.76 | 6.35 | 6.88 | 8.47 | 10.70 | 4.48 | 8.54 | 8.03 | 7.03 | 5.71 | 9.53 | 3.32 | 1.64 | 2.78 |
| Yield(%) | NA | 4.09 | 3.53 | 3.99 | 3.70 | NA | NA | 4.40 | 0.56 | 4.11 | 2.49 | 3.60 | 4.96 | 4.89 | 2.85 | 0.17 | 3.03 | 5.42 | 5.23 | 5.67 | 4.16 | 1.73 | 4.38 | 4.35 | 2.76 | 7.68 | 8.24 | 3.38 | 5.08 | 3.93 | 5.70 | 6.72 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPULAR, INC. U.S.A 401(K) SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.65%
Jan 2021 - Jan 2024 |
3.07%
Sep 2018 - Sep 2023 |
3.86%
Oct 2013 - Oct 2023 |
5.24%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPULAR, INC. U.S.A 401(K) SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
13.85%
Oct 2004 - Oct 2007 |
12.46%
Oct 2002 - Oct 2007 |
10.08%
Apr 2001 - Apr 2011 |
8.31%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart