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 Asset Allocation Composite Moderate | 3.60% | 13.62% | 9.14% | 4.73% | 7.28% | 6.83% | 7.51% | … | … |
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 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 (%) | 0.00 | 13.62 | 9.14 | 4.73 | 7.28 | 6.83 | 7.51 | … | … | 3.60 | 9.78 | 4.63 | 9.92 | -11.77 | 11.13 | 4.66 | 17.59 | -2.94 | 17.08 | 9.73 | -4.96 | 10.07 | 19.17 | 11.62 | 2.62 | 8.90 | 19.97 | -2.13 | 7.65 | 14.21 | 5.66 | 6.90 | 18.77 | -7.43 | 2.31 |
| Sharpe Ratio | NA | 1.93 | 0.72 | 0.21 | 0.69 | NA | NA | … | … | 0.30 | 1.04 | 0.13 | 1.12 | -1.63 | 1.74 | 0.53 | 2.27 | -0.42 | 3.80 | 1.21 | -0.63 | 1.39 | 2.46 | 1.42 | 0.18 | 0.84 | 2.25 | -0.72 | 0.44 | 1.58 | 0.54 | 0.78 | 2.75 | -1.53 | -2.43 |
| Standard Deviation(%) | NA | 5.54 | 6.56 | 6.83 | 7.27 | NA | NA | … | … | 6.14 | 6.61 | 7.56 | 5.62 | 8.11 | 6.39 | 8.33 | 7.09 | 10.32 | 4.32 | 7.83 | 7.88 | 7.22 | 7.80 | 8.16 | 14.18 | 10.54 | 8.82 | 4.30 | 10.20 | 6.84 | 6.28 | 7.62 | 6.57 | 5.60 | 0.05 |
| Draw Down(%) | NA | 4.37 | 10.27 | 12.79 | 12.79 | NA | NA | … | … | 4.37 | 6.71 | 5.60 | 4.47 | 12.34 | 2.94 | 11.67 | 3.89 | 11.61 | 1.28 | 5.65 | 9.00 | 5.01 | 6.03 | 6.98 | 12.43 | 12.29 | 3.98 | 6.97 | 6.71 | 6.07 | 4.16 | 5.78 | 4.38 | 8.17 | 0.00 |
| Yield(%) | NA | 2.25 | 1.80 | 1.73 | 2.03 | NA | NA | … | … | NA | NA | 0.35 | 2.36 | 1.76 | 1.08 | 1.44 | 2.23 | 1.39 | 3.63 | 3.44 | 1.58 | 1.59 | 4.19 | 4.26 | 1.81 | 3.31 | 3.68 | 0.79 | 4.85 | 4.09 | 2.37 | 2.15 | 1.11 | 1.37 | 2.31 |
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 Asset Allocation Composite Moderate |
0.49%
Dec 2021 – Dec 2024 |
2.80%
Sep 2018 – Sep 2023 |
4.81%
Apr 2015 – Apr 2025 |
6.33%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate |
14.94%
Sep 2011 – Sep 2014 |
14.04%
Jun 2009 – Jun 2014 |
10.16%
Apr 2003 – Apr 2013 |
9.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart