Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Piedmont Natural Gas Company, Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 20.29% | 12.69% | 14.27% | 12.53% | NA | NA | 11.03% |
Data as of 10/31/2013, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Piedmont Natural Gas Company, Inc. 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/09/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 20.29 | 12.69 | 14.27 | 12.53 | NA | NA | 11.03 | -0.31 | 20.81 | 13.04 | 4.47 | 15.62 | 15.17 | 6.21 | 14.56 | 12.27 | 9.02 | 13.40 | 14.34 | -4.99 | 3.71 |
| Sharpe Ratio | NA | 2.64 | 1.09 | 1.26 | 1.20 | NA | NA | 1.07 | -0.07 | 2.89 | 1.39 | 0.28 | 1.58 | 1.71 | 0.68 | 1.32 | 1.29 | 1.09 | 1.62 | 1.83 | -0.88 | 0.27 |
| Standard Deviation(%) | NA | 7.07 | 11.36 | 10.59 | 9.19 | NA | NA | 8.66 | 4.73 | 7.20 | 9.37 | 15.77 | 9.83 | 8.80 | 7.78 | 8.74 | 6.99 | 6.31 | 7.71 | 7.46 | 6.93 | 5.20 |
| Draw Down(%) | NA | 3.92 | 13.69 | 13.69 | 13.69 | NA | NA | 13.69 | 0.66 | 3.92 | 7.36 | 13.69 | 7.28 | 4.59 | 5.82 | 6.58 | 7.99 | 4.70 | 6.59 | 6.40 | 9.52 | 6.54 |
| Yield(%) | NA | 3.85 | 4.79 | 4.06 | 4.94 | NA | NA | 0.00 | 0.00 | 3.84 | 2.02 | 8.51 | 3.00 | 2.97 | 6.04 | 6.29 | 7.42 | 5.91 | 3.52 | 2.89 | 4.08 | 5.89 |
Data as of 10/31/2013, 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 |
|---|---|---|---|---|
| Piedmont Natural Gas Company, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
4.09%
Aug 2001 - Aug 2004 |
7.37%
Jul 2001 - Jul 2006 |
9.02%
Sep 2001 - Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Piedmont Natural Gas Company, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
15.63%
Apr 2009 - Apr 2012 |
14.64%
Nov 2008 - Nov 2013 |
12.74%
Sep 2003 - Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart