Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT OPERATIONS PUERTO RICO, LLC 1165(e) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 27.84% | 2.24% | 7.53% | 7.33% | 8.48% | 8.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSOFT OPERATIONS PUERTO RICO, LLC 1165(e) SAVINGS 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 | Common | Inception | 2025 | 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 (%) | -1.26 | 27.84 | 2.24 | 7.53 | 7.33 | 8.48 | 8.84 | … | … | 0.83 | 13.05 | 17.30 | -19.48 | 12.69 | 12.67 | 22.63 | 0.92 | 13.25 | 5.47 | -1.78 | 6.40 | 17.76 | 12.70 | 2.31 | 13.16 | 18.53 | 0.50 | 10.51 | 12.13 | 6.24 | 13.48 | 11.55 | 2.00 | 7.30 |
| Sharpe Ratio | NA | 0.71 | -0.05 | 0.27 | 0.48 | NA | NA | … | … | 0.07 | 0.58 | 1.56 | -1.33 | 1.18 | 0.64 | 2.95 | -0.04 | 3.12 | 0.58 | -0.20 | 0.80 | 2.40 | 1.50 | 0.15 | 1.41 | 2.72 | -0.07 | 0.97 | 1.46 | 0.76 | 2.19 | 1.77 | 0.16 | 0.90 |
| Standard Deviation(%) | NA | 11.12 | 12.12 | 13.71 | 11.30 | NA | NA | … | … | 10.33 | 11.16 | 8.34 | 15.70 | 10.74 | 19.50 | 7.19 | 10.20 | 4.05 | 9.10 | 9.19 | 7.98 | 7.38 | 8.45 | 14.87 | 9.29 | 6.78 | 5.68 | 7.72 | 6.07 | 5.36 | 5.73 | 6.13 | 5.49 | 5.53 |
| Draw Down(%) | NA | 6.43 | 20.92 | 24.43 | 24.43 | NA | NA | … | … | 0.82 | 6.43 | 7.04 | 22.68 | 5.51 | 23.48 | 3.46 | 11.13 | 1.66 | 8.58 | 9.91 | 4.70 | 5.07 | 7.13 | 13.46 | 7.74 | 3.42 | 5.01 | 5.86 | 6.14 | 3.77 | 5.09 | 4.89 | 5.19 | 4.10 |
| Yield(%) | NA | 3.39 | 4.76 | 5.30 | 5.84 | NA | NA | … | … | NA | 1.34 | 3.58 | 2.98 | 7.02 | 6.68 | 7.20 | 7.26 | 4.80 | 7.91 | 7.12 | 4.74 | 5.02 | 5.78 | 1.93 | 3.71 | 5.10 | 8.66 | 5.11 | 5.82 | 5.26 | 4.12 | 3.96 | 5.98 | 7.78 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT OPERATIONS PUERTO RICO, LLC 1165(e) SAVINGS PLAN Tactical Asset Allocation Moderate |
0.74%
Dec 2019 – Dec 2022 |
4.42%
Sep 2018 – Sep 2023 |
5.45%
Oct 2013 – Oct 2023 |
7.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT OPERATIONS PUERTO RICO, LLC 1165(e) SAVINGS PLAN Tactical Asset Allocation Moderate |
15.90%
Dec 2018 – Dec 2021 |
13.43%
Feb 2009 – Feb 2014 |
11.08%
Sep 2003 – Sep 2013 |
10.04%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart