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 Strategic Asset Allocation - Equal Weight Moderate | NA | 14.53% | 3.27% | 4.82% | 3.91% | 5.04% | 5.59% | 6.46% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | 0.79 | 14.53 | 3.27 | 4.82 | 3.91 | 5.04 | 5.59 | 6.46 | NA | 7.50 | 8.12 | -8.34 | 0.95 | 12.18 | 15.21 | -2.78 | 15.72 | 6.90 | -4.78 | -7.03 | 11.88 | 10.43 | -2.50 | 11.91 | 28.01 | -23.06 | 13.84 | 14.48 | 9.57 | 12.29 | 24.43 | -2.90 | 7.73 |
| Sharpe Ratio | NA | 0.05 | -0.08 | 0.21 | 0.39 | NA | NA | 0.52 | 0.07 | 0.15 | 0.68 | -1.19 | 0.14 | 0.93 | 2.89 | -0.46 | 3.03 | 0.78 | -0.57 | -0.59 | 1.67 | 1.40 | -0.22 | 1.19 | 2.05 | -1.35 | 1.16 | 1.49 | 1.44 | 1.61 | 3.70 | -0.46 | 0.59 |
| Standard Deviation(%) | NA | 5.79 | 6.56 | 8.23 | 7.85 | NA | NA | 9.16 | 5.21 | 5.97 | 5.68 | 8.15 | 6.64 | 12.89 | 4.77 | 8.89 | 4.99 | 8.56 | 8.42 | 11.85 | 7.11 | 7.41 | 11.65 | 9.92 | 13.61 | 17.78 | 9.37 | 7.54 | 5.15 | 7.04 | 6.41 | 8.67 | 9.18 |
| Draw Down(%) | NA | 4.80 | 9.80 | 15.48 | 17.33 | NA | NA | 33.07 | 1.51 | 3.72 | 6.07 | 13.07 | 5.25 | 17.33 | 2.37 | 10.36 | 1.64 | 6.66 | 10.96 | 13.36 | 6.51 | 6.98 | 12.94 | 7.99 | 12.93 | 32.21 | 6.37 | 9.42 | 3.83 | 8.29 | 6.92 | 15.11 | 13.60 |
| Yield(%) | NA | 2.52 | 2.61 | 2.51 | 2.72 | NA | NA | 3.09 | NA | 0.60 | 2.80 | 2.86 | 1.65 | 2.07 | 4.23 | 2.35 | 3.58 | 3.04 | 3.04 | 1.28 | 3.92 | 2.58 | 2.20 | 3.07 | 4.07 | 3.88 | 3.40 | 5.12 | 3.35 | 2.63 | 2.49 | 2.56 | 4.25 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.73%
Feb 2006 - Feb 2009 |
0.21%
Feb 2011 - Feb 2016 |
2.62%
Oct 2013 - Oct 2023 |
3.17%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.07%
Mar 2003 - Mar 2006 |
15.82%
Oct 2002 - Oct 2007 |
9.70%
Mar 2003 - Mar 2013 |
7.83%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart