Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 28.91% | 6.68% | 10.42% | 9.10% | 9.03% | 7.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement 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 (%) | -1.38 | 28.91 | 6.68 | 10.42 | 9.10 | 9.03 | 7.87 | … | … | 0.41 | 18.57 | 18.32 | -14.56 | 20.89 | 9.36 | 22.73 | -3.55 | 16.52 | 7.88 | 0.79 | 9.45 | 14.61 | 9.06 | -0.45 | 10.54 | -2.45 | -2.74 | 6.04 | 13.95 | 5.92 | 10.32 | 11.90 | -12.28 | -9.26 |
| Sharpe Ratio | NA | 1.26 | 0.23 | 0.47 | 0.59 | NA | NA | … | … | 0.04 | 1.19 | 1.46 | -0.94 | 2.06 | 0.39 | 2.53 | -0.38 | 3.15 | 0.84 | 0.07 | 1.29 | 2.47 | 1.45 | -0.04 | 1.05 | -0.19 | -0.36 | 0.30 | 1.51 | 0.66 | 1.39 | 1.58 | -1.79 | -1.55 |
| Standard Deviation(%) | NA | 10.03 | 12.64 | 15.13 | 12.67 | NA | NA | … | … | 9.20 | 10.05 | 9.62 | 16.89 | 10.13 | 23.69 | 8.44 | 12.85 | 5.04 | 9.12 | 10.92 | 7.31 | 5.89 | 6.19 | 13.62 | 9.98 | 13.11 | 10.24 | 10.11 | 7.06 | 5.73 | 6.75 | 7.11 | 7.48 | 7.44 |
| Draw Down(%) | NA | 6.53 | 18.08 | 25.83 | 25.83 | NA | NA | … | … | 0.73 | 6.53 | 7.70 | 19.08 | 4.07 | 25.83 | 4.25 | 15.33 | 1.88 | 7.27 | 8.86 | 5.21 | 2.83 | 4.64 | 12.10 | 6.46 | 16.53 | 11.12 | 6.29 | 7.06 | 3.95 | 4.86 | 6.37 | 14.09 | 12.76 |
| Yield(%) | NA | 3.74 | 3.61 | 3.28 | 2.62 | NA | NA | … | … | NA | 1.85 | 3.96 | 2.25 | 4.41 | 2.66 | 2.79 | 2.10 | 1.87 | 1.97 | 1.80 | 1.52 | 1.75 | 2.08 | 1.10 | 1.76 | 1.21 | 1.82 | 2.71 | 2.76 | 2.27 | 1.98 | 1.01 | 1.84 | 2.32 |
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 |
|---|---|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement Savings Plan Tactical Asset Allocation Moderate |
-2.57%
Jun 2007 – Jun 2010 |
1.29%
May 2007 – May 2012 |
3.22%
Sep 2001 – Sep 2011 |
4.02%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Eaton Electrical de Puerto Rico, Inc.Retirement Savings Plan Tactical Asset Allocation Moderate |
17.51%
Dec 2018 – Dec 2021 |
13.07%
Oct 2016 – Oct 2021 |
10.49%
Dec 2011 – Dec 2021 |
9.21%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart