Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 14.34% | 2.75% | 6.20% | 6.78% | 7.35% | 9.17% | 9.61% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.89 | 14.34 | 2.75 | 6.20 | 6.78 | 7.35 | 9.17 | 9.61 | NA | 3.40 | 8.34 | -8.50 | 6.67 | 13.56 | 19.04 | -3.21 | 19.23 | 8.23 | -0.71 | 2.90 | 17.34 | 11.29 | -3.44 | 12.61 | 28.12 | -4.85 | 20.70 | 19.68 | 11.92 | 12.60 | 20.46 | 1.42 | 7.60 |
| Sharpe Ratio | NA | -0.33 | -0.21 | 0.31 | 0.50 | NA | NA | 0.87 | -0.02 | -0.32 | 0.64 | -1.43 | 0.76 | 1.21 | 3.06 | -0.49 | 3.35 | 0.96 | -0.09 | 0.35 | 2.21 | 1.42 | -0.24 | 1.13 | 3.02 | -0.79 | 1.36 | 1.48 | 1.47 | 1.39 | 3.55 | 0.06 | 1.06 |
| Standard Deviation(%) | NA | 10.57 | 8.09 | 8.71 | 8.31 | NA | NA | 8.75 | 11.16 | 9.99 | 6.40 | 6.93 | 8.77 | 10.99 | 5.76 | 9.14 | 5.56 | 8.32 | 8.67 | 8.16 | 7.84 | 7.89 | 14.51 | 11.10 | 9.29 | 7.28 | 13.00 | 11.06 | 6.63 | 8.41 | 5.57 | 4.96 | 4.98 |
| Draw Down(%) | NA | 7.85 | 7.85 | 11.27 | 13.76 | NA | NA | 15.69 | 4.03 | 7.11 | 6.35 | 10.62 | 6.83 | 13.76 | 2.95 | 11.92 | 1.93 | 4.95 | 10.84 | 7.15 | 6.10 | 6.99 | 15.69 | 9.63 | 4.41 | 11.59 | 10.16 | 15.09 | 5.84 | 9.62 | 3.39 | 6.40 | 3.34 |
| Yield(%) | NA | 4.30 | 2.64 | 3.05 | 3.26 | NA | NA | 3.67 | NA | 0.38 | 4.27 | 2.05 | 1.21 | 4.59 | 4.36 | 1.72 | 4.27 | 4.42 | 2.62 | 3.18 | 4.87 | 3.78 | 1.41 | 3.58 | 5.03 | 3.17 | 4.00 | 6.49 | 2.42 | 2.36 | 3.14 | 4.44 | 6.63 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.38%
Apr 2021 - Apr 2024 |
4.06%
Feb 2011 - Feb 2016 |
5.59%
Oct 2013 - Oct 2023 |
6.79%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
22.23%
Oct 2004 - Oct 2007 |
18.33%
Oct 2002 - Oct 2007 |
13.20%
Apr 2001 - Apr 2011 |
11.78%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart