Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GameStop Corp. Puerto Rico Employees Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 20.21% | 2.43% | 5.82% | 2.93% | 5.02% | 5.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GameStop Corp. Puerto Rico Employees 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 (%) | -0.85 | 20.21 | 2.43 | 5.82 | 2.93 | 5.02 | 5.82 | … | … | 0.59 | 5.24 | 12.75 | -12.66 | 9.72 | 12.11 | 8.44 | -16.11 | 9.12 | 2.42 | -1.15 | 2.76 | 16.07 | 10.09 | 4.48 | 8.95 | 18.06 | -3.43 | 11.93 | 10.99 | 3.92 | 8.23 | 16.07 | 6.19 | 6.23 |
| Sharpe Ratio | NA | 0.02 | -0.19 | 0.26 | 0.10 | NA | NA | … | … | 0.08 | -0.15 | 0.99 | -0.96 | 1.00 | 1.72 | 1.36 | -1.00 | 1.36 | 0.56 | -0.25 | 0.47 | 2.36 | 1.87 | 0.64 | 0.92 | 2.26 | -1.57 | 0.93 | 1.05 | 0.28 | 0.94 | 2.69 | 2.05 | 1.23 |
| Standard Deviation(%) | NA | 9.12 | 11.12 | 10.14 | 9.61 | NA | NA | … | … | 6.34 | 9.20 | 8.60 | 14.62 | 9.72 | 6.89 | 5.17 | 17.48 | 6.23 | 3.96 | 4.64 | 5.77 | 6.80 | 5.36 | 6.95 | 9.66 | 7.97 | 2.76 | 9.64 | 7.33 | 6.21 | 7.76 | 5.71 | 2.48 | 3.18 |
| Draw Down(%) | NA | 7.62 | 16.79 | 18.94 | 21.98 | NA | NA | … | … | 0.37 | 7.56 | 7.69 | 18.17 | 4.85 | 6.55 | 3.73 | 21.73 | 5.36 | 3.25 | 4.77 | 5.11 | 5.02 | 4.84 | 4.15 | 8.20 | 4.17 | 3.93 | 6.43 | 8.50 | 4.95 | 6.51 | 3.25 | 1.62 | 2.19 |
| Yield(%) | NA | 3.39 | 4.88 | 4.07 | 3.02 | NA | NA | … | … | NA | 0.52 | 3.69 | 3.22 | 7.21 | 4.31 | 1.89 | 3.86 | 0.19 | 0.98 | 2.03 | 2.85 | 2.68 | 2.51 | 1.75 | 2.18 | 2.60 | 1.37 | 4.51 | 8.14 | 6.68 | 1.83 | 2.76 | 3.27 | 5.07 |
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 |
|---|---|---|---|---|
| GameStop Corp. Puerto Rico Employees Retirement Savings Plan Tactical Asset Allocation Moderate |
-4.39%
Oct 2017 – Oct 2020 |
-2.10%
Sep 2017 – Sep 2022 |
1.56%
Oct 2013 – Oct 2023 |
3.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GameStop Corp. Puerto Rico Employees Retirement Savings Plan Tactical Asset Allocation Moderate |
12.60%
Apr 2009 – Apr 2012 |
12.06%
Jun 2009 – Jun 2014 |
9.34%
Aug 2004 – Aug 2014 |
8.20%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart