Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Asset Allocation Composite Moderate | 4.16% | 20.97% | 12.51% | 5.11% | 7.55% | 7.11% | 8.18% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.25 | 20.97 | 12.51 | 5.11 | 7.55 | 7.11 | 8.18 | … | … | 4.16 | 19.07 | 5.50 | 10.98 | -13.92 | 5.12 | 10.89 | 22.46 | -4.45 | 14.16 | 6.73 | -0.75 | 5.59 | 16.84 | 14.97 | -0.34 | 17.95 | 20.73 | 0.02 | 7.34 | 13.75 | 7.02 | 12.56 | 22.24 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 2.07 | 0.86 | 0.21 | 0.60 | NA | NA | … | … | 0.22 | 1.54 | 0.22 | 0.84 | -1.63 | 0.52 | 0.82 | 2.87 | -0.57 | 3.00 | 0.97 | -0.11 | 0.80 | 2.27 | 1.86 | -0.03 | 1.72 | 2.31 | -0.12 | 0.45 | 1.43 | 0.62 | 1.51 | 3.13 | 2.21 | 1.15 |
| Standard Deviation(%) | NA | 9.23 | 9.53 | 9.37 | 9.32 | NA | NA | … | … | 10.91 | 10.54 | 8.40 | 8.70 | 9.42 | 9.78 | 13.05 | 7.31 | 10.22 | 4.50 | 6.69 | 7.14 | 6.94 | 7.41 | 8.01 | 14.29 | 10.38 | 8.95 | 7.85 | 9.39 | 7.24 | 7.70 | 7.68 | 6.89 | 4.08 | 5.43 |
| Draw Down(%) | NA | 7.37 | 12.31 | 17.59 | 17.59 | NA | NA | … | … | 7.37 | 10.54 | 6.10 | 8.70 | 14.64 | 5.49 | 16.98 | 3.37 | 12.69 | 1.32 | 4.36 | 7.24 | 4.81 | 6.01 | 6.23 | 14.17 | 8.38 | 4.49 | 6.63 | 5.07 | 6.21 | 5.03 | 5.45 | 3.86 | 2.44 | 4.10 |
| Yield(%) | NA | 4.48 | 4.13 | 4.34 | 4.74 | NA | NA | … | … | NA | NA | 0.60 | 4.55 | 4.63 | 2.57 | 5.73 | 3.86 | 5.11 | 7.03 | 5.40 | 5.28 | 3.21 | 4.27 | 4.53 | 2.19 | 4.05 | 5.19 | 9.43 | 7.82 | 10.81 | 7.79 | 5.67 | 5.62 | 8.14 | 8.82 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Asset Allocation Composite Modera |
-0.56%
Apr 2021 – Apr 2024 |
2.41%
Sep 2018 – Sep 2023 |
4.32%
Oct 2013 – Oct 2023 |
6.41%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Asset Allocation Composite Modera |
15.80%
Apr 2008 – Apr 2011 |
14.41%
Feb 2009 – Feb 2014 |
12.58%
Apr 2001 – Apr 2011 |
10.61%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart