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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan Strategic Asset Allocation - Equal Weight Moderate NA 24.31% 3.18% 7.25% 5.69% 6.28% 6.07% 6.77%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation 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 (%) -1.11 24.31 3.18 7.25 5.69 6.28 6.07 6.77 NA 8.45 14.10 -9.72 1.37 20.36 16.20 -5.81 6.79 3.74 2.73 2.77 13.02 9.76 -1.41 10.85 24.64 -20.10 8.95 8.43 8.22 12.23 21.08 0.82 6.99
Sharpe Ratio NA 0.41 0.02 0.33 0.39 NA NA 0.56 0.12 0.21 1.16 -0.84 0.14 1.14 2.03 -0.76 1.23 0.41 0.33 0.47 2.19 1.72 -0.14 1.37 1.73 -1.31 0.75 0.77 1.18 1.74 3.90 -0.05 0.85
Standard Deviation(%) NA 8.88 10.45 12.11 10.20 NA NA 9.20 6.69 8.96 8.47 13.25 9.58 17.70 7.29 9.35 5.00 8.69 8.22 5.83 5.93 5.64 10.13 7.83 14.17 16.05 7.93 6.75 5.13 6.47 5.22 5.21 5.53
Draw Down(%) NA 5.29 18.47 22.56 22.56 NA NA 32.27 0.42 5.29 7.21 19.08 6.90 20.91 3.33 12.15 4.47 8.34 7.40 5.18 5.85 4.75 10.78 6.57 16.30 29.81 6.15 7.46 4.18 6.06 4.30 8.74 6.50
Yield(%) NA 3.43 3.81 4.55 4.19 NA NA 4.45 NA 0.67 4.41 2.25 4.60 7.53 3.26 4.30 0.32 3.50 3.42 8.69 5.22 4.11 2.76 2.22 3.63 11.24 6.05 5.12 3.57 3.98 3.64 3.02 4.91
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
Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan Strategic Asset Allocation - Equal Weight Moderate -5.99%
Feb 2006 - Feb 2009
0.12%
Feb 2004 - Feb 2009
3.90%
Oct 2013 - Oct 2023
3.75%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan Strategic Asset Allocation - Equal Weight Moderate 16.38%
Feb 2009 - Feb 2012
13.33%
Feb 2009 - Feb 2014
8.09%
Feb 2009 - Feb 2019
8.01%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart