Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELECTRIC COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 32.44% | 9.30% | 10.51% | 6.31% | 5.98% | 6.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMERSON ELECTRIC COMPANY EMPLOYEE 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 (%) | -0.75 | 32.44 | 9.30 | 10.51 | 6.31 | 5.98 | 6.82 | … | … | 1.01 | 20.78 | 19.05 | -7.88 | 7.90 | 14.48 | 4.59 | -4.09 | 11.20 | 7.23 | -5.12 | -0.89 | 14.14 | 6.27 | 0.46 | 3.65 | 13.95 | 1.52 | 9.60 | 15.17 | 4.74 | 12.41 | 17.97 | 8.21 | 8.02 |
| Sharpe Ratio | NA | 1.95 | 0.76 | 0.93 | 0.68 | NA | NA | … | … | 0.09 | 1.72 | 2.15 | -0.94 | 0.90 | 1.62 | 0.69 | -0.73 | 2.33 | 1.63 | -0.97 | -0.15 | 2.08 | 1.15 | 0.04 | 0.34 | 1.68 | 0.11 | 0.68 | 1.56 | 0.44 | 1.65 | 2.89 | 1.65 | 1.11 |
| Standard Deviation(%) | NA | 8.25 | 8.45 | 8.58 | 7.16 | NA | NA | … | … | 10.53 | 8.24 | 6.89 | 9.87 | 8.72 | 8.79 | 4.62 | 7.40 | 4.53 | 4.32 | 5.31 | 5.92 | 6.77 | 5.41 | 10.79 | 10.56 | 8.23 | 5.50 | 9.67 | 7.64 | 5.84 | 6.93 | 5.99 | 4.30 | 5.14 |
| Draw Down(%) | NA | 4.72 | 12.66 | 13.53 | 13.53 | NA | NA | … | … | 0.85 | 4.72 | 4.06 | 13.04 | 3.82 | 9.05 | 4.10 | 9.93 | 1.82 | 2.25 | 7.14 | 6.23 | 5.17 | 4.31 | 11.00 | 10.28 | 4.11 | 4.15 | 6.99 | 9.31 | 3.83 | 6.36 | 3.64 | 2.31 | 3.85 |
| Yield(%) | NA | 15.18 | 10.01 | 7.22 | 4.96 | NA | NA | … | … | NA | 4.76 | 13.93 | 8.13 | 2.20 | 3.60 | 2.97 | 2.33 | 0.72 | 4.00 | 2.06 | 4.36 | 2.42 | 4.43 | 2.14 | 4.19 | 5.58 | 4.09 | 3.24 | 3.56 | 2.57 | 3.56 | 3.92 | 6.91 | 8.13 |
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 |
|---|---|---|---|---|
| EMERSON ELECTRIC COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
0.28%
Dec 2013 – Dec 2016 |
1.24%
Aug 2014 – Aug 2019 |
2.97%
Mar 2010 – Mar 2020 |
4.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMERSON ELECTRIC COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
13.54%
Apr 2003 – Apr 2006 |
13.02%
Oct 2002 – Oct 2007 |
10.06%
Apr 2001 – Apr 2011 |
7.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart