Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PENN VIRGINIA CORPORATION AND AFFILIATED COMPANIES EMPLOYEES’ 401(k) PLAN Tactical Asset Allocation Moderate | NA | 18.79% | 1.71% | 6.75% | 5.56% | 5.93% | 7.00% | 7.47% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PENN VIRGINIA CORPORATION AND AFFILIATED COMPANIES EMPLOYEES’ 401(k) PLAN 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 (%) | -1.12 | 18.79 | 1.71 | 6.75 | 5.56 | 5.93 | 7.00 | 7.47 | NA | 9.87 | 10.80 | -10.93 | 8.94 | 14.54 | 11.61 | -3.23 | 13.30 | 6.00 | -2.97 | 2.86 | 12.68 | 9.83 | -3.61 | 7.15 | 18.79 | -8.05 | 13.67 | 19.06 | 9.32 | 11.45 | 19.82 | 2.11 | 6.12 |
| Sharpe Ratio | NA | 0.49 | -0.11 | 0.43 | 0.52 | NA | NA | 0.79 | 0.04 | 0.35 | 0.82 | -1.24 | 1.02 | 1.57 | 2.85 | -0.59 | 2.41 | 1.20 | -0.58 | 0.44 | 1.65 | 1.44 | -0.47 | 0.68 | 2.02 | -1.55 | 1.06 | 1.82 | 1.15 | 1.30 | 3.42 | 0.30 | 1.01 |
| Standard Deviation(%) | NA | 9.36 | 9.16 | 9.07 | 7.49 | NA | NA | 7.44 | 11.16 | 9.35 | 7.98 | 9.94 | 8.71 | 9.13 | 3.58 | 7.66 | 5.26 | 4.84 | 5.21 | 6.48 | 7.66 | 6.80 | 7.68 | 10.32 | 9.25 | 5.78 | 10.11 | 8.66 | 6.22 | 8.06 | 5.59 | 3.39 | 3.79 |
| Draw Down(%) | NA | 5.82 | 12.29 | 15.31 | 15.31 | NA | NA | 15.31 | 0.96 | 5.82 | 6.67 | 12.17 | 6.78 | 12.85 | 1.93 | 8.90 | 2.74 | 2.51 | 7.55 | 6.97 | 6.80 | 6.32 | 9.01 | 9.38 | 5.67 | 12.00 | 7.53 | 11.40 | 5.39 | 9.72 | 2.65 | 3.15 | 2.50 |
| Yield(%) | NA | 3.09 | 2.43 | 2.75 | 2.46 | NA | NA | 3.03 | NA | 0.79 | 3.09 | 1.71 | 1.93 | 3.36 | 3.57 | 2.23 | 0.22 | 4.11 | 1.32 | 2.91 | 1.98 | 2.94 | 3.22 | 2.56 | 3.88 | 3.48 | 5.51 | 2.29 | 3.15 | 2.29 | 3.39 | 3.99 | 5.74 |
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 |
|---|---|---|---|---|
| PENN VIRGINIA CORPORATION AND AFFILIATED COMPANIES EMPLOYEES’ 401(k) PLAN Tactical Asset Allocation Moderate |
0.72%
Apr 2021 - Apr 2024 |
3.01%
Dec 2013 - Dec 2018 |
3.89%
Mar 2010 - Mar 2020 |
4.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENN VIRGINIA CORPORATION AND AFFILIATED COMPANIES EMPLOYEES’ 401(k) PLAN Tactical Asset Allocation Moderate |
17.58%
Oct 2004 - Oct 2007 |
15.83%
Oct 2002 - Oct 2007 |
9.82%
Apr 2001 - Apr 2011 |
8.60%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart