Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Tactical Asset Allocation Moderate | NA | 38.79% | 14.64% | 14.95% | 11.29% | 11.17% | 10.23% | 8.94% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Tactical Asset Allocation 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 (%) | -0.77 | 38.79 | 14.64 | 14.95 | 11.29 | 11.17 | 10.23 | 8.94 | NA | 24.64 | 27.71 | -4.61 | 10.98 | 13.32 | 20.67 | 0.94 | 16.57 | 3.16 | 2.06 | 4.25 | 21.31 | 10.83 | 4.90 | 10.89 | 16.07 | 0.99 | 6.86 | 9.59 | 2.30 | 9.84 | 10.12 | -8.23 | -2.05 |
| Sharpe Ratio | NA | 1.88 | 1.09 | 0.92 | 0.90 | NA | NA | 0.78 | 0.06 | 1.79 | 2.96 | -0.46 | 1.19 | 0.70 | 2.47 | -0.04 | 3.31 | 0.33 | 0.22 | 0.52 | 3.04 | 1.35 | 0.33 | 1.12 | 1.84 | 0.05 | 0.40 | 0.94 | 0.02 | 1.16 | 1.10 | -1.54 | -0.70 |
| Standard Deviation(%) | NA | 10.09 | 10.56 | 12.45 | 10.60 | NA | NA | 9.33 | 10.90 | 10.08 | 7.92 | 13.00 | 9.23 | 18.82 | 7.81 | 10.19 | 4.82 | 8.81 | 9.23 | 8.16 | 6.99 | 7.98 | 14.82 | 9.61 | 8.66 | 1.27 | 9.71 | 6.76 | 7.15 | 7.65 | 8.56 | 6.06 | 6.20 |
| Draw Down(%) | NA | 6.28 | 12.48 | 22.15 | 22.15 | NA | NA | 22.15 | 0.86 | 6.26 | 3.97 | 13.06 | 5.50 | 22.15 | 3.90 | 12.39 | 1.46 | 8.30 | 8.78 | 6.43 | 3.49 | 5.85 | 11.80 | 7.20 | 3.71 | 1.59 | 6.68 | 6.42 | 4.83 | 6.57 | 6.79 | 9.76 | 9.78 |
| Yield(%) | NA | 16.05 | 12.81 | 9.53 | 6.50 | NA | NA | 0.00 | NA | 9.93 | 14.48 | 7.49 | 6.23 | 6.09 | 3.97 | 4.80 | 3.77 | 3.55 | 3.00 | 3.11 | 2.05 | 3.17 | 5.89 | 3.23 | 2.84 | 2.47 | 2.62 | 3.12 | 3.00 | 2.99 | 1.78 | 3.20 | 3.68 |
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 |
|---|---|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Tactical Asset Allocation Moderate |
0.74%
Feb 2001 - Feb 2004 |
2.67%
Feb 2001 - Feb 2006 |
5.35%
Sep 2001 - Sep 2011 |
6.01%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Tactical Asset Allocation Moderate |
17.65%
Nov 2021 - Nov 2024 |
15.45%
Nov 2019 - Nov 2024 |
11.59%
Nov 2014 - Nov 2024 |
11.49%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart