Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE PEP BOYS SAVINGS PLAN — Puerto Rico Tactical Asset Allocation Moderate | NA | 28.03% | 12.28% | 8.75% | 6.02% | 6.77% | 7.69% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE PEP BOYS SAVINGS PLAN — Puerto Rico 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 (%) | -0.56 | 28.03 | 12.28 | 8.75 | 6.02 | 6.77 | 7.69 | … | … | 0.57 | 17.70 | 22.13 | -2.44 | 9.63 | -4.36 | 13.82 | -4.83 | 12.36 | 4.84 | -4.39 | 5.52 | 14.54 | 15.59 | -2.99 | 6.38 | 16.79 | 2.42 | 10.55 | 13.32 | 6.69 | 11.90 | 7.96 | -7.70 | 1.54 |
| Sharpe Ratio | NA | 1.64 | 0.87 | 0.47 | 0.45 | NA | NA | … | … | 0.12 | 1.59 | 2.49 | -0.31 | 1.05 | -0.23 | 2.26 | -0.74 | 2.64 | 0.50 | -0.48 | 0.81 | 2.09 | 1.93 | -0.20 | 0.68 | 1.97 | 4.92 | 0.78 | 1.51 | 0.82 | 1.67 | 1.03 | -1.58 | -0.13 |
| Standard Deviation(%) | NA | 6.96 | 9.11 | 11.98 | 10.02 | NA | NA | … | … | 4.11 | 6.97 | 7.19 | 12.21 | 9.13 | 19.60 | 5.48 | 8.26 | 4.45 | 9.26 | 9.19 | 6.81 | 6.95 | 8.04 | 15.35 | 9.23 | 8.49 | 0.30 | 9.64 | 6.66 | 5.53 | 6.55 | 7.08 | 5.58 | 5.69 |
| Draw Down(%) | NA | 4.55 | 12.79 | 28.89 | 28.89 | NA | NA | … | … | 0.10 | 4.55 | 3.93 | 12.79 | 7.38 | 28.89 | 3.68 | 11.70 | 1.62 | 8.02 | 10.58 | 5.66 | 4.09 | 6.87 | 16.31 | 8.47 | 4.57 | 0.27 | 8.23 | 7.92 | 4.84 | 6.55 | 6.21 | 9.83 | 6.64 |
| Yield(%) | NA | 19.28 | 14.37 | 10.48 | 7.73 | NA | NA | … | … | NA | 13.12 | 16.38 | 7.99 | 5.34 | 3.74 | 7.48 | 6.73 | 2.03 | 2.64 | 4.08 | 11.09 | 4.39 | 4.24 | 1.65 | 3.72 | 3.42 | 2.57 | 12.63 | 5.74 | 3.83 | 3.01 | 3.24 | 4.04 | 3.34 |
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 |
|---|---|---|---|---|
| THE PEP BOYS SAVINGS PLAN — Puerto Rico Tactical Asset Allocation Moderate |
-2.47%
Oct 2017 – Oct 2020 |
-0.67%
Mar 2015 – Mar 2020 |
3.23%
Mar 2010 – Mar 2020 |
4.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE PEP BOYS SAVINGS PLAN — Puerto Rico Tactical Asset Allocation Moderate |
14.93%
Nov 2021 – Nov 2024 |
11.16%
Sep 2004 – Sep 2009 |
9.92%
Jul 2003 – Jul 2013 |
8.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart