Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| St Jude Medical Puerto Rico LLC Retirement Plan Tactical Asset Allocation Moderate | NA | 24.05% | 0.82% | 4.02% | 3.91% | 4.72% | 5.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| St Jude Medical Puerto Rico LLC Retirement 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 (%) | -1.01 | 24.05 | 0.82 | 4.02 | 3.91 | 4.72 | 5.64 | … | … | 0.59 | 4.42 | 14.67 | -18.73 | 5.30 | 11.15 | 11.25 | -1.17 | 8.25 | 3.08 | -0.84 | 0.93 | 13.79 | 8.25 | -2.01 | 7.79 | 17.07 | -3.01 | 12.15 | 10.22 | 7.05 | 7.43 | 17.55 | 1.91 | 6.77 |
| Sharpe Ratio | NA | -0.07 | -0.35 | 0.03 | 0.20 | NA | NA | … | … | 0.08 | -0.23 | 1.12 | -1.30 | 0.54 | 1.37 | 2.13 | -0.31 | 1.33 | 0.70 | -0.17 | 0.15 | 2.05 | 1.64 | -0.26 | 0.70 | 2.08 | -0.97 | 0.97 | 0.91 | 0.84 | 0.83 | 2.92 | 0.19 | 1.10 |
| Standard Deviation(%) | NA | 9.52 | 11.78 | 10.73 | 8.57 | NA | NA | … | … | 6.24 | 9.58 | 9.27 | 15.42 | 9.79 | 7.96 | 4.63 | 7.98 | 5.71 | 4.12 | 4.98 | 6.14 | 6.70 | 5.01 | 7.75 | 11.06 | 8.16 | 4.05 | 9.41 | 7.66 | 5.78 | 7.79 | 5.78 | 4.22 | 4.07 |
| Draw Down(%) | NA | 8.46 | 23.42 | 24.86 | 24.86 | NA | NA | … | … | 0.42 | 8.44 | 9.26 | 24.39 | 5.70 | 10.32 | 3.27 | 8.01 | 5.33 | 3.67 | 4.88 | 5.62 | 4.99 | 4.30 | 8.86 | 9.40 | 4.33 | 6.36 | 6.89 | 9.61 | 4.54 | 6.39 | 3.44 | 4.83 | 2.78 |
| Yield(%) | NA | 3.96 | 4.81 | 4.69 | 4.24 | NA | NA | … | … | NA | 0.48 | 4.11 | 3.40 | 6.29 | 5.13 | 4.58 | 4.88 | 0.14 | 2.43 | 4.96 | 6.14 | 6.22 | 4.47 | 1.70 | 4.01 | 4.20 | 2.55 | 7.13 | 6.21 | 3.90 | 4.51 | 2.90 | 5.04 | 6.72 |
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 |
|---|---|---|---|---|
| St Jude Medical Puerto Rico LLC Retirement Plan Tactical Asset Allocation Moderate |
-3.25%
Sep 2019 – Sep 2022 |
-0.87%
Sep 2017 – Sep 2022 |
2.04%
Oct 2013 – Oct 2023 |
3.32%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| St Jude Medical Puerto Rico LLC Retirement Plan Tactical Asset Allocation Moderate |
12.07%
Apr 2003 – Apr 2006 |
11.63%
Oct 2002 – Oct 2007 |
8.78%
Apr 2001 – Apr 2011 |
7.42%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart