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 Strategic Asset Allocation - Equal Weight Moderate | NA | 7.92% | 0.98% | 4.68% | 3.72% | 6.17% | 5.21% | 5.48% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.44 | 7.92 | 0.98 | 4.68 | 3.72 | 6.17 | 5.21 | 5.48 | 0.34 | 11.14 | -12.85 | 3.43 | 17.41 | 17.50 | -7.25 | 16.20 | 2.50 | -1.39 | 1.12 | 9.60 | 12.70 | -1.94 | 12.61 | 32.58 | -25.41 | 10.34 | 8.80 | 6.41 | 9.22 | 17.45 | 0.26 | 3.39 |
| Sharpe Ratio | NA | 0.26 | -0.17 | 0.39 | 0.37 | NA | NA | 0.51 | 0.01 | 0.91 | -1.14 | 0.35 | 1.00 | 2.40 | -0.90 | 3.63 | 0.27 | -0.16 | 0.16 | 1.61 | 2.70 | -0.23 | 1.57 | 2.57 | -1.58 | 0.90 | 0.90 | 0.98 | 1.50 | 3.74 | -0.16 | 0.19 |
| Standard Deviation(%) | NA | 7.49 | 10.07 | 11.35 | 9.80 | NA | NA | 8.93 | 7.66 | 7.54 | 12.51 | 9.82 | 17.10 | 6.71 | 9.54 | 4.28 | 8.59 | 8.96 | 7.10 | 5.94 | 4.69 | 8.70 | 7.98 | 12.63 | 16.62 | 8.15 | 6.17 | 4.35 | 5.54 | 4.48 | 5.30 | 5.78 |
| Draw Down(%) | NA | 7.14 | 21.93 | 21.93 | 21.93 | NA | NA | 35.82 | 2.07 | 7.14 | 19.27 | 7.17 | 20.56 | 3.60 | 13.84 | 2.35 | 7.94 | 10.21 | 6.06 | 6.17 | 3.80 | 10.80 | 6.39 | 13.60 | 31.90 | 5.65 | 7.92 | 3.26 | 5.59 | 3.24 | 8.51 | 5.94 |
| Yield(%) | NA | 3.74 | 4.21 | 3.97 | 3.38 | NA | NA | 3.94 | 0.01 | 4.01 | 2.75 | 5.94 | 4.47 | 2.91 | 3.25 | 0.32 | 2.46 | 4.31 | 3.53 | 2.09 | 4.75 | 3.15 | 4.72 | 4.80 | 4.73 | 5.37 | 4.85 | 3.80 | 4.24 | 4.08 | 4.59 | 5.53 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.89%
Feb 2006 - Feb 2009 |
-1.22%
Feb 2004 - Feb 2009 |
3.56%
Sep 2012 - Sep 2022 |
3.64%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.74%
Feb 2009 - Feb 2012 |
14.31%
Feb 2009 - Feb 2014 |
8.64%
Feb 2009 - Feb 2019 |
6.98%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart