Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kimberly Clark Puerto Rico,Inc.CODA Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 35.98% | 3.49% | 8.69% | 6.28% | 7.23% | 7.19% | 6.24% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kimberly Clark Puerto Rico,Inc.CODA Profit Sharing Plan Tactical Asset Allocation 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 (%) | -1.39 | 35.98 | 3.49 | 8.69 | 6.28 | 7.23 | 7.19 | 6.24 | NA | 27.09 | 26.99 | -25.14 | 6.02 | 22.80 | 11.45 | 3.54 | 6.29 | -1.23 | 0.04 | 3.65 | 17.24 | 5.73 | 7.29 | 8.00 | 12.31 | 6.05 | 9.81 | 2.82 | 4.94 | 4.80 | 9.92 | -9.32 | 0.35 |
| Sharpe Ratio | NA | 1.65 | 0.30 | 0.49 | 0.48 | NA | NA | 0.57 | 0.07 | 1.50 | 2.05 | -1.28 | 0.42 | 2.44 | 2.09 | 0.35 | 1.39 | -0.28 | 0.00 | 0.65 | 2.48 | 1.00 | 1.12 | 0.85 | 1.88 | 1.39 | 0.79 | -0.05 | 0.49 | 0.57 | 1.44 | -1.59 | -0.38 |
| Standard Deviation(%) | NA | 13.68 | 15.69 | 14.38 | 10.76 | NA | NA | 8.63 | 18.44 | 13.64 | 11.11 | 20.70 | 14.17 | 9.23 | 4.80 | 6.39 | 4.06 | 5.09 | 4.32 | 5.60 | 6.95 | 5.71 | 6.49 | 9.34 | 6.49 | 3.70 | 8.65 | 8.36 | 5.66 | 6.73 | 6.41 | 6.54 | 5.14 |
| Draw Down(%) | NA | 9.53 | 23.36 | 30.10 | 30.10 | NA | NA | 30.10 | 1.57 | 9.53 | 8.13 | 26.60 | 9.52 | 5.60 | 2.27 | 7.44 | 2.78 | 6.18 | 3.73 | 3.45 | 4.30 | 5.09 | 3.81 | 9.45 | 3.44 | 1.95 | 5.91 | 9.46 | 3.02 | 5.43 | 3.93 | 10.17 | 6.31 |
| Yield(%) | NA | 1.58 | 3.03 | 3.25 | 2.53 | NA | NA | 2.64 | NA | 0.49 | 1.92 | 0.46 | 6.28 | 5.04 | 3.01 | 3.94 | 0.16 | 1.47 | 2.07 | 1.30 | 2.17 | 2.46 | 2.62 | 2.03 | 4.06 | 2.71 | 2.88 | 3.34 | 5.50 | 1.29 | 1.19 | 1.48 | 2.90 |
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 |
|---|---|---|---|---|
| Kimberly Clark Puerto Rico,Inc.CODA Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.85%
Dec 2019 - Dec 2022 |
1.08%
Aug 2001 - Aug 2006 |
3.56%
Sep 2012 - Sep 2022 |
5.00%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kimberly Clark Puerto Rico,Inc.CODA Profit Sharing Plan Tactical Asset Allocation Moderate |
14.16%
Oct 2018 - Oct 2021 |
10.99%
Jun 2009 - Jun 2014 |
8.42%
Aug 2004 - Aug 2014 |
8.61%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart