Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE AES CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 17.03% | 5.06% | 8.56% | 6.29% | 7.64% | 9.66% | 9.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE AES CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.18 | 17.03 | 5.06 | 8.56 | 6.29 | 7.64 | 9.66 | 9.65 | NA | 0.28 | 16.26 | -3.25 | 9.32 | 15.73 | 13.25 | -7.78 | 7.44 | 8.10 | 0.85 | 3.03 | 18.42 | 14.17 | 1.51 | 12.90 | 21.12 | 2.96 | 18.07 | 17.75 | 16.40 | 16.93 | 21.67 | 0.65 | -0.68 |
| Sharpe Ratio | NA | -0.56 | -0.02 | 0.41 | 0.34 | NA | NA | 0.75 | 0.04 | -0.67 | 1.34 | -0.36 | 0.87 | 0.89 | 1.96 | -0.76 | 0.39 | 0.76 | 0.08 | 0.36 | 2.27 | 1.61 | 0.10 | 1.23 | 2.16 | 0.34 | 1.39 | 1.58 | 2.26 | 1.82 | 3.30 | -0.09 | -0.41 |
| Standard Deviation(%) | NA | 9.21 | 10.53 | 12.29 | 12.01 | NA | NA | 10.35 | 9.87 | 9.37 | 8.95 | 12.84 | 10.72 | 17.49 | 6.05 | 11.96 | 17.37 | 10.41 | 10.15 | 8.47 | 8.09 | 8.79 | 15.37 | 10.45 | 9.72 | 5.96 | 10.88 | 9.15 | 6.31 | 8.78 | 6.36 | 5.35 | 7.23 |
| Draw Down(%) | NA | 7.38 | 12.40 | 23.20 | 25.84 | NA | NA | 25.84 | 0.81 | 7.38 | 8.23 | 12.40 | 5.46 | 23.20 | 3.76 | 15.91 | 10.05 | 9.55 | 9.36 | 7.12 | 4.73 | 7.10 | 14.61 | 8.69 | 5.03 | 5.01 | 8.19 | 12.75 | 5.05 | 10.74 | 5.81 | 6.18 | 10.62 |
| Yield(%) | NA | 6.10 | 4.17 | 4.69 | 7.10 | NA | NA | 0.00 | NA | 2.17 | 5.43 | 1.99 | 6.34 | 4.77 | 4.74 | 5.26 | 17.34 | 6.50 | 7.52 | 11.47 | 6.04 | 5.68 | 2.03 | 4.20 | 5.79 | 9.12 | 12.71 | 10.05 | 7.77 | 3.61 | 3.49 | 5.23 | 7.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE AES CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.02%
Mar 2017 - Mar 2020 |
0.11%
Mar 2015 - Mar 2020 |
4.83%
Mar 2010 - Mar 2020 |
7.07%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE AES CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
22.33%
Apr 2003 - Apr 2006 |
19.36%
Feb 2003 - Feb 2008 |
14.87%
Mar 2003 - Mar 2013 |
12.22%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart