Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE MEDTRONIC PUERTO RICO EMPLOYEESâ SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 20.93% | 4.50% | 9.21% | 7.31% | 8.96% | 9.02% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE MEDTRONIC PUERTO RICO EMPLOYEESâ SAVINGS AND INVESTMENT 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 (%) | -0.77 | 20.93 | 4.50 | 9.21 | 7.31 | 8.96 | 9.02 | … | … | 0.51 | 8.59 | 15.10 | -10.58 | 10.98 | 18.44 | 14.20 | -2.78 | 13.84 | 7.16 | -1.59 | 10.28 | 19.08 | 10.19 | 2.96 | 17.51 | 14.51 | 0.28 | 10.39 | 12.82 | 6.40 | 11.97 | 15.26 | -8.21 | 2.68 |
| Sharpe Ratio | NA | 0.33 | 0.02 | 0.48 | 0.54 | NA | NA | … | … | 0.05 | 0.21 | 1.25 | -0.84 | 1.01 | 1.43 | 1.74 | -0.37 | 2.49 | 0.84 | -0.18 | 1.38 | 2.57 | 1.27 | 0.20 | 1.61 | 1.53 | -0.11 | 0.73 | 1.14 | 0.67 | 1.51 | 1.82 | -1.33 | 0.05 |
| Standard Deviation(%) | NA | 9.51 | 11.13 | 11.40 | 10.01 | NA | NA | … | … | 9.09 | 9.57 | 8.65 | 14.31 | 10.82 | 12.69 | 7.34 | 11.16 | 5.30 | 8.24 | 8.92 | 7.42 | 7.41 | 7.95 | 14.97 | 10.80 | 9.41 | 5.74 | 10.17 | 8.41 | 6.28 | 7.28 | 8.01 | 7.02 | 7.11 |
| Draw Down(%) | NA | 7.12 | 14.97 | 15.85 | 15.85 | NA | NA | … | … | 0.72 | 7.12 | 7.05 | 15.39 | 6.04 | 12.97 | 3.94 | 13.83 | 2.01 | 6.37 | 10.07 | 3.98 | 4.69 | 6.27 | 13.22 | 8.17 | 4.60 | 5.43 | 6.49 | 9.97 | 4.48 | 6.84 | 6.13 | 10.36 | 7.61 |
| Yield(%) | NA | 4.12 | 4.38 | 4.50 | 4.05 | NA | NA | … | … | NA | 1.22 | 4.16 | 4.61 | 3.45 | 3.38 | 6.81 | 3.28 | 2.74 | 3.15 | 5.00 | 3.99 | 5.56 | 2.75 | 2.03 | 2.38 | 3.89 | 4.38 | 7.77 | 6.47 | 4.38 | 2.31 | 3.19 | 4.02 | 5.31 |
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 |
|---|---|---|---|---|
| THE MEDTRONIC PUERTO RICO EMPLOYEESâ?? SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Modera |
2.64%
Aug 2001 – Aug 2004 |
4.08%
Mar 2015 – Mar 2020 |
6.43%
Oct 2013 – Oct 2023 |
7.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE MEDTRONIC PUERTO RICO EMPLOYEESâ?? SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Modera |
14.50%
Dec 2018 – Dec 2021 |
13.95%
Jun 2009 – Jun 2014 |
11.10%
Apr 2003 – Apr 2013 |
10.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart