Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| 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 Strategic Asset Allocation - Equal Weight Moderate | 6.97% | NA | 22.54% | 2.07% | 5.86% | 5.09% | 6.70% | 6.12% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPULAR, INC. U.S.A 401(K) SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | 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 (%) | -1.20 | 22.54 | 2.07 | 5.86 | 5.09 | 6.70 | 6.12 | 6.97 | NA | 4.74 | 13.44 | -11.10 | 5.45 | 13.40 | 18.96 | -6.47 | 9.29 | 2.53 | 1.16 | 6.57 | 9.06 | 13.49 | 1.48 | 14.44 | 22.66 | -23.62 | 5.16 | 14.56 | 9.36 | 13.22 | 23.09 | 2.07 | 6.36 |
| Sharpe Ratio | NA | -0.12 | -0.15 | 0.19 | 0.31 | NA | NA | 0.49 | 0.00 | -0.23 | 1.04 | -1.02 | 0.52 | 0.76 | 3.04 | -0.98 | 1.71 | 0.28 | 0.13 | 1.04 | 1.27 | 2.26 | 0.12 | 1.40 | 1.14 | -1.01 | 0.22 | 1.46 | 1.22 | 1.97 | 2.67 | 0.09 | 1.11 |
| Standard Deviation(%) | NA | 8.02 | 9.90 | 11.87 | 9.86 | NA | NA | 10.73 | 6.69 | 8.09 | 8.86 | 12.28 | 10.49 | 17.30 | 5.78 | 7.97 | 5.07 | 8.34 | 8.70 | 6.29 | 7.12 | 5.95 | 12.06 | 10.26 | 19.71 | 24.26 | 9.93 | 7.73 | 5.90 | 6.23 | 8.38 | 10.98 | 3.64 |
| Draw Down(%) | NA | 6.22 | 15.46 | 23.15 | 23.15 | NA | NA | 39.17 | 0.51 | 6.13 | 7.77 | 16.82 | 7.05 | 23.15 | 2.44 | 11.18 | 3.68 | 7.62 | 7.92 | 4.70 | 7.72 | 4.86 | 12.46 | 6.47 | 18.79 | 36.36 | 6.13 | 6.49 | 3.67 | 7.62 | 7.00 | 9.52 | 2.78 |
| Yield(%) | NA | 3.79 | 3.80 | 3.90 | 3.64 | NA | NA | 4.32 | NA | 0.65 | 3.97 | 2.42 | 4.63 | 4.27 | 4.02 | 3.86 | 0.35 | 2.95 | 5.29 | 4.37 | 5.89 | 4.01 | 2.39 | 4.38 | 4.30 | 4.67 | 9.63 | 6.06 | 3.77 | 4.41 | 2.66 | 3.99 | 6.47 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-8.14%
Feb 2006 - Feb 2009 |
-0.82%
Feb 2004 - Feb 2009 |
3.77%
Oct 2013 - Oct 2023 |
4.01%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
20.03%
Feb 2009 - Feb 2012 |
15.74%
Feb 2009 - Feb 2014 |
9.42%
Feb 2009 - Feb 2019 |
8.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart