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 Strategic Asset Allocation - Equal Weight Moderate | NA | 24.13% | 3.64% | 7.32% | 5.34% | 6.58% | 5.72% | 6.13% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Piedmont Natural Gas Company, Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.86 | 24.13 | 3.64 | 7.32 | 5.34 | 6.58 | 5.72 | 6.13 | NA | 6.23 | 12.49 | -7.77 | 1.09 | 19.18 | 17.84 | -5.76 | 3.74 | 3.67 | 2.54 | 0.65 | 16.67 | 10.49 | 1.28 | 10.93 | 21.59 | -25.03 | 8.43 | 11.42 | 6.41 | 8.19 | 19.38 | 0.33 | 3.82 |
| Sharpe Ratio | NA | 0.10 | -0.02 | 0.31 | 0.35 | NA | NA | 0.45 | 0.14 | -0.04 | 1.06 | -0.74 | 0.11 | 1.17 | 2.38 | -0.80 | 0.42 | 0.39 | 0.30 | 0.09 | 2.51 | 1.38 | 0.09 | 1.10 | 1.61 | -1.41 | 0.73 | 1.45 | 0.81 | 1.11 | 2.71 | -0.08 | 0.22 |
| Standard Deviation(%) | NA | 8.38 | 9.71 | 11.35 | 9.86 | NA | NA | 9.73 | 4.93 | 8.41 | 7.77 | 12.34 | 9.96 | 16.15 | 6.89 | 8.80 | 7.38 | 8.92 | 8.47 | 7.09 | 6.63 | 7.54 | 13.69 | 9.81 | 13.33 | 18.44 | 7.49 | 5.60 | 5.22 | 6.54 | 6.89 | 9.41 | 6.93 |
| Draw Down(%) | NA | 8.01 | 15.53 | 21.86 | 21.86 | NA | NA | 35.68 | 0.19 | 8.01 | 7.50 | 15.78 | 8.36 | 21.86 | 3.48 | 12.13 | 8.24 | 9.46 | 8.45 | 5.50 | 5.45 | 6.64 | 12.89 | 7.45 | 13.65 | 32.83 | 5.43 | 6.46 | 3.54 | 5.68 | 6.92 | 10.41 | 8.60 |
| Yield(%) | NA | 3.59 | 4.54 | 5.91 | 4.77 | NA | NA | 4.31 | NA | 0.63 | 3.41 | 3.27 | 6.39 | 6.15 | 10.23 | 4.38 | 0.61 | 2.13 | 8.34 | 3.55 | 2.88 | 2.24 | 5.26 | 2.66 | 2.85 | 4.17 | 5.87 | 5.50 | 3.90 | 2.76 | 2.79 | 4.14 | 4.92 |
Data as of 10/31/2024, 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 Strategic Asset Allocation - Equal Weight Moderate |
-6.84%
Feb 2006 - Feb 2009 |
-1.30%
Feb 2004 - Feb 2009 |
3.66%
Oct 2013 - Oct 2023 |
3.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Piedmont Natural Gas Company, Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
16.39%
Feb 2009 - Feb 2012 |
14.43%
Feb 2009 - Feb 2014 |
8.05%
Feb 2009 - Feb 2019 |
7.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart