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 Strategic Asset Allocation – Optimal Moderate | NA | 34.85% | 14.09% | 13.73% | 8.81% | 9.02% | 7.57% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -0.65 | 34.85 | 14.09 | 13.73 | 8.81 | 9.02 | 7.57 | … | … | 0.65 | 22.70 | 23.96 | -1.79 | 6.76 | 16.09 | 14.58 | -4.42 | 8.99 | 6.70 | -0.64 | 4.20 | 18.96 | 10.88 | -1.35 | 11.58 | 21.19 | -25.52 | 7.72 | 10.25 | 7.80 | 12.66 | 21.51 | -4.86 | 2.55 |
| Sharpe Ratio | NA | 2.43 | 1.12 | 0.90 | 0.73 | NA | NA | … | … | 0.07 | 2.28 | 2.61 | -0.26 | 0.73 | 0.84 | 1.69 | -0.61 | 1.84 | 0.77 | -0.07 | 0.63 | 2.78 | 1.32 | -0.09 | 0.98 | 1.23 | -1.14 | 0.50 | 0.99 | 0.98 | 1.83 | 2.23 | -0.50 | 0.03 |
| Standard Deviation(%) | NA | 7.06 | 9.28 | 11.82 | 10.09 | NA | NA | … | … | 8.61 | 7.08 | 7.56 | 12.25 | 9.26 | 18.81 | 7.82 | 9.44 | 4.55 | 8.42 | 8.99 | 6.69 | 6.80 | 8.20 | 15.09 | 11.78 | 17.09 | 23.18 | 9.53 | 7.06 | 5.73 | 6.40 | 9.33 | 11.94 | 8.77 |
| Draw Down(%) | NA | 3.65 | 11.75 | 20.40 | 20.40 | NA | NA | … | … | 0.64 | 3.65 | 4.74 | 11.75 | 5.31 | 20.40 | 4.53 | 11.93 | 1.60 | 7.43 | 7.95 | 5.77 | 3.95 | 7.03 | 13.96 | 9.38 | 16.79 | 34.07 | 6.81 | 8.22 | 3.39 | 5.25 | 8.42 | 17.32 | 12.46 |
| Yield(%) | NA | 14.71 | 10.04 | 6.93 | 4.56 | NA | NA | … | … | NA | 4.89 | 13.38 | 8.80 | 2.17 | 2.72 | 1.86 | 1.84 | 1.23 | 3.13 | 3.03 | 1.97 | 3.10 | 1.88 | 1.81 | 1.55 | 2.25 | 1.76 | 4.17 | 3.65 | 3.40 | 2.76 | 2.10 | 2.47 | 3.25 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.41%
Feb 2006 – Feb 2009 |
-1.56%
Feb 2004 – Feb 2009 |
4.17%
Feb 2006 – Feb 2016 |
4.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMERSON ELECTRIC COMPANY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
16.97%
Feb 2009 – Feb 2012 |
14.77%
Feb 2009 – Feb 2014 |
9.36%
Feb 2009 – Feb 2019 |
9.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart