Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EQUITABLE RESOURCES, INC.EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 4.13% | 2.31% | 3.58% | 3.55% | 6.37% | 6.77% | 7.34% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQUITABLE RESOURCES, INC.EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.47 | 4.13 | 2.31 | 3.58 | 3.55 | 6.37 | 6.77 | 7.34 | 1.39 | 15.64 | -12.23 | 3.55 | 17.94 | 6.82 | -2.52 | 15.29 | 4.12 | -3.64 | 0.58 | 15.32 | 8.14 | -0.14 | 11.41 | 32.11 | -4.50 | 12.90 | 11.57 | 6.25 | 9.54 | 20.51 | 4.61 | 6.59 |
| Sharpe Ratio | NA | 0.90 | 0.00 | 0.50 | 0.48 | NA | NA | 0.86 | 0.15 | 1.52 | -1.52 | 0.35 | 1.91 | 1.08 | -0.50 | 3.09 | 0.88 | -0.59 | 0.09 | 2.24 | 2.39 | -0.02 | 1.12 | 3.65 | -1.03 | 0.73 | 0.80 | 0.66 | 1.20 | 3.64 | 0.93 | 1.06 |
| Standard Deviation(%) | NA | 7.45 | 8.78 | 8.39 | 7.22 | NA | NA | 7.48 | 7.28 | 7.48 | 8.96 | 10.04 | 9.28 | 5.02 | 7.64 | 4.74 | 4.45 | 6.22 | 5.91 | 6.83 | 3.39 | 7.47 | 10.10 | 8.78 | 5.29 | 13.57 | 10.35 | 6.15 | 7.19 | 5.45 | 3.75 | 4.04 |
| Draw Down(%) | NA | 6.12 | 16.44 | 16.44 | 16.44 | NA | NA | 16.44 | 1.39 | 6.12 | 13.11 | 7.30 | 10.46 | 4.03 | 8.74 | 2.16 | 4.64 | 8.04 | 5.85 | 4.45 | 3.08 | 7.08 | 8.50 | 4.02 | 6.54 | 10.47 | 14.06 | 4.39 | 6.67 | 2.94 | 3.75 | 2.78 |
| Yield(%) | NA | 4.27 | 3.42 | 3.90 | 3.71 | NA | NA | 4.01 | 0.01 | 4.59 | 2.09 | 3.80 | 6.05 | 3.31 | 3.18 | 2.92 | 2.61 | 5.12 | 3.86 | 5.44 | 4.81 | 2.14 | 5.05 | 4.66 | 2.15 | 4.51 | 4.30 | 2.24 | 4.54 | 3.56 | 4.69 | 6.54 |
Data as of 10/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUITABLE RESOURCES, INC.EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
0.23%
Nov 2013 - Nov 2016 |
2.22%
Dec 2017 - Dec 2022 |
3.55%
Oct 2013 - Oct 2023 |
5.23%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUITABLE RESOURCES, INC.EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
14.83%
Feb 2009 - Feb 2012 |
14.14%
Oct 2002 - Oct 2007 |
11.09%
Apr 2001 - Apr 2011 |
9.19%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart