Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 3.49% | 11.70% | 7.66% | 2.97% | 7.69% | 6.46% | 8.30% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation 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 (%) | 0.17 | 11.70 | 7.66 | 2.97 | 7.69 | 6.46 | 8.30 | … | … | 3.49 | 7.07 | 3.40 | 8.34 | -8.50 | 6.67 | 13.56 | 19.04 | -3.21 | 19.23 | 8.23 | -0.71 | 2.90 | 17.34 | 11.29 | -3.44 | 12.61 | 28.12 | -4.85 | 20.70 | 19.68 | 11.92 | 12.60 | 20.46 | 1.42 | 7.60 |
| Sharpe Ratio | NA | 1.68 | 0.36 | 0.05 | 0.64 | NA | NA | … | … | 0.25 | 0.39 | -0.02 | 0.73 | -1.43 | 0.76 | 1.21 | 3.05 | -0.50 | 3.34 | 0.96 | -0.09 | 0.35 | 2.21 | 1.42 | -0.24 | 1.13 | 3.02 | -0.80 | 1.35 | 1.47 | 1.46 | 1.38 | 3.55 | 0.05 | 1.04 |
| Standard Deviation(%) | NA | 6.66 | 9.37 | 8.26 | 8.52 | NA | NA | … | … | 7.25 | 10.87 | 9.99 | 6.40 | 6.93 | 8.77 | 10.99 | 5.76 | 9.14 | 5.56 | 8.32 | 8.67 | 8.16 | 7.84 | 7.89 | 14.51 | 11.10 | 9.29 | 7.28 | 13.00 | 11.06 | 6.63 | 8.41 | 5.57 | 4.96 | 4.98 |
| Draw Down(%) | NA | 5.01 | 16.65 | 16.65 | 16.65 | NA | NA | … | … | 5.01 | 13.19 | 7.11 | 6.35 | 10.62 | 6.83 | 13.76 | 2.95 | 11.92 | 1.93 | 4.95 | 10.84 | 7.15 | 6.10 | 6.99 | 15.69 | 9.63 | 4.41 | 11.59 | 10.16 | 15.09 | 5.84 | 9.62 | 3.39 | 6.40 | 3.34 |
| Yield(%) | NA | 4.30 | 2.64 | 3.05 | 3.26 | NA | NA | … | … | NA | NA | 0.38 | 4.27 | 2.05 | 1.21 | 4.59 | 4.36 | 1.72 | 4.27 | 4.42 | 2.62 | 3.18 | 4.87 | 3.78 | 1.41 | 3.58 | 5.03 | 3.17 | 4.00 | 6.49 | 2.42 | 2.36 | 3.14 | 4.44 | 6.63 |
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 |
|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.38%
Apr 2021 – Apr 2024 |
2.74%
Mar 2021 – Mar 2026 |
5.36%
Apr 2015 – Apr 2025 |
6.12%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
22.23%
Oct 2004 – Oct 2007 |
18.33%
Oct 2002 – Oct 2007 |
13.20%
Apr 2001 – Apr 2011 |
11.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart