Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 29.78% | 10.50% | 11.90% | 7.86% | 8.34% | 7.34% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIZER 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 (%) | -0.87 | 29.78 | 10.50 | 11.90 | 7.86 | 8.34 | 7.34 | … | … | 0.67 | 19.70 | 20.78 | -5.86 | 9.00 | 15.33 | 16.96 | -5.91 | 10.74 | 6.60 | -2.50 | 3.84 | 13.87 | 12.43 | -3.46 | 15.08 | 31.82 | -29.76 | 9.47 | 9.54 | 9.58 | 14.96 | 22.22 | -6.66 | 6.65 |
| Sharpe Ratio | NA | 1.99 | 0.79 | 0.77 | 0.65 | NA | NA | … | … | 0.09 | 1.84 | 2.28 | -0.59 | 1.04 | 0.82 | 2.16 | -0.79 | 2.11 | 0.67 | -0.28 | 0.55 | 1.92 | 1.46 | -0.24 | 1.21 | 1.75 | -1.33 | 0.66 | 0.85 | 1.18 | 1.79 | 2.43 | -0.59 | 0.46 |
| Standard Deviation(%) | NA | 7.10 | 9.26 | 11.62 | 10.00 | NA | NA | … | … | 7.10 | 7.13 | 7.26 | 12.38 | 8.59 | 18.52 | 7.20 | 9.12 | 4.79 | 9.48 | 8.90 | 6.94 | 7.21 | 8.46 | 14.50 | 12.40 | 18.11 | 23.01 | 9.87 | 7.39 | 6.26 | 7.81 | 8.87 | 13.27 | 9.43 |
| Draw Down(%) | NA | 3.87 | 14.96 | 21.25 | 21.25 | NA | NA | … | … | 0.47 | 3.87 | 3.92 | 14.96 | 4.15 | 21.25 | 4.04 | 13.20 | 1.45 | 8.25 | 10.29 | 5.63 | 6.02 | 7.56 | 15.22 | 8.80 | 16.75 | 36.98 | 6.76 | 7.68 | 4.45 | 6.41 | 8.45 | 18.60 | 11.29 |
| Yield(%) | NA | 15.79 | 9.83 | 6.76 | 4.55 | NA | NA | … | … | NA | 4.56 | 14.76 | 6.73 | 2.89 | 1.70 | 2.72 | 3.03 | 0.49 | 2.30 | 3.05 | 2.97 | 1.74 | 1.95 | 3.00 | 2.11 | 1.61 | 3.03 | 3.75 | 2.69 | 2.86 | 2.27 | 2.02 | 1.59 | 2.81 |
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 |
|---|---|---|---|---|
| PFIZER SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-9.72%
Feb 2006 – Feb 2009 |
-1.82%
Feb 2004 – Feb 2009 |
4.06%
Jan 2006 – Jan 2016 |
4.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIZER SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.78%
Feb 2009 – Feb 2012 |
16.19%
Feb 2009 – Feb 2014 |
9.81%
Feb 2009 – Feb 2019 |
9.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart