Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Mylan Puerto Rico Profit Sharing Employee Savings Plan Tactical Asset Allocation Moderate | NA | 13.11% | 6.18% | 7.33% | 8.54% | 9.61% | NA | … | … |
Data as of 09/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mylan Puerto Rico Profit Sharing Employee Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 13.11 | 6.18 | 7.33 | 8.54 | 9.61 | NA | … | … | 10.39 | 10.76 | -2.05 | 2.21 | 17.05 | 12.70 | -0.77 | 18.52 | 18.60 | 3.36 | 10.23 | 13.92 | 6.55 | 13.43 | 14.78 | -0.93 | -2.89 |
| Sharpe Ratio | NA | 1.75 | 0.68 | 0.90 | 0.88 | NA | NA | … | … | 1.75 | 1.09 | -0.22 | 0.25 | 2.15 | 1.37 | -0.05 | 1.66 | 1.95 | 0.36 | 0.74 | 1.48 | 0.70 | 1.55 | 1.89 | -0.32 | -0.75 |
| Standard Deviation(%) | NA | 5.56 | 8.36 | 8.33 | 9.78 | NA | NA | … | … | 5.58 | 9.65 | 9.25 | 8.63 | 7.91 | 9.24 | 16.36 | 11.12 | 9.47 | 6.74 | 9.74 | 7.20 | 6.25 | 8.05 | 7.47 | 6.40 | 6.94 |
| Draw Down(%) | NA | 2.83 | 13.05 | 13.05 | 15.43 | NA | NA | … | … | 2.83 | 7.44 | 10.45 | 7.49 | 4.46 | 7.30 | 15.43 | 8.08 | 4.38 | 7.77 | 6.08 | 7.62 | 4.38 | 6.39 | 5.65 | 7.22 | 9.52 |
| Yield(%) | NA | 9.69 | 8.48 | 9.62 | 6.90 | NA | NA | … | … | 9.55 | 5.80 | 10.12 | 17.28 | 5.34 | 4.23 | 2.02 | 4.20 | 5.29 | 5.02 | 6.38 | 6.04 | 3.42 | 4.93 | 3.51 | 5.34 | 7.39 |
Data as of 09/29/2017, 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 |
|---|---|---|---|---|
| Mylan Puerto Rico Profit Sharing Employee Savings Plan Tactical Asset Allocation Moderate |
1.87%
Oct 2013 – Oct 2016 |
3.79%
Feb 2011 – Feb 2016 |
8.26%
Feb 2006 – Feb 2016 |
7.93%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mylan Puerto Rico Profit Sharing Employee Savings Plan Tactical Asset Allocation Moderate |
15.40%
Apr 2008 – Apr 2011 |
14.07%
Feb 2009 – Feb 2014 |
11.88%
Jul 2003 – Jul 2013 |
9.73%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart