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 Strategic Asset Allocation - Equal Weight Moderate | NA | 35.64% | 3.87% | 13.79% | 11.25% | 11.32% | 9.29% | 8.19% |
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 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 (%) | -1.36 | 35.64 | 3.87 | 13.79 | 11.25 | 11.32 | 9.29 | 8.19 | NA | 25.13 | 28.88 | -24.77 | 5.95 | 46.24 | 26.27 | 11.03 | 16.60 | -7.14 | 3.67 | 8.40 | 17.51 | 10.43 | 4.07 | 14.02 | 22.43 | -25.69 | 13.29 | 8.34 | 7.24 | 4.68 | 15.06 | -9.14 | -1.93 |
| Sharpe Ratio | NA | 1.47 | 0.30 | 0.63 | 0.68 | NA | NA | 0.55 | 0.07 | 1.33 | 2.06 | -1.26 | 0.43 | 2.07 | 2.48 | 0.70 | 1.96 | -0.57 | 0.33 | 0.85 | 2.26 | 1.39 | 0.34 | 1.34 | 1.66 | -1.30 | 1.12 | 0.68 | 0.78 | 0.62 | 1.72 | -0.92 | -0.43 |
| Standard Deviation(%) | NA | 13.90 | 15.96 | 17.10 | 14.50 | NA | NA | 12.37 | 16.67 | 13.93 | 11.94 | 20.70 | 13.85 | 22.26 | 10.04 | 13.86 | 8.13 | 12.80 | 10.89 | 9.87 | 7.74 | 7.45 | 11.72 | 10.38 | 13.45 | 20.48 | 9.19 | 7.49 | 6.53 | 6.03 | 8.35 | 11.16 | 9.78 |
| Draw Down(%) | NA | 10.00 | 23.17 | 29.72 | 29.72 | NA | NA | 34.75 | 1.42 | 10.00 | 8.75 | 26.31 | 9.52 | 22.08 | 4.81 | 10.30 | 5.61 | 10.76 | 9.16 | 6.95 | 5.01 | 5.54 | 8.94 | 8.10 | 12.25 | 33.26 | 5.37 | 6.23 | 3.87 | 5.00 | 6.03 | 14.92 | 13.13 |
| Yield(%) | NA | 1.41 | 2.86 | 3.35 | 3.34 | NA | NA | 2.79 | NA | 0.43 | 1.73 | 0.43 | 6.06 | 5.22 | 3.88 | 6.80 | 0.26 | 1.95 | 7.39 | 0.49 | 0.45 | 1.93 | 2.09 | 2.01 | 3.71 | 2.24 | 3.23 | 3.80 | 3.44 | 1.45 | 1.38 | 1.52 | 2.26 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.61%
Feb 2006 - Feb 2009 |
-1.18%
Feb 2004 - Feb 2009 |
4.40%
Feb 2001 - Feb 2011 |
5.09%
Dec 2001 - Dec 2016 |
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 Strategic Asset Allocation - Equal Weight Moderate |
27.46%
Apr 2018 - Apr 2021 |
20.43%
Dec 2016 - Dec 2021 |
13.64%
Aug 2011 - Aug 2021 |
12.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart