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 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.36% | 3.26% | 8.11% | 5.73% | 6.09% | 6.16% | 5.85% |
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 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 (%) | -1.22 | 18.36 | 3.26 | 8.11 | 5.73 | 6.09 | 6.16 | 5.85 | NA | 8.40 | 9.28 | -7.87 | 9.57 | 16.37 | 20.55 | -8.20 | 13.22 | 1.73 | -0.94 | -0.85 | 10.90 | 10.13 | -4.62 | 12.54 | 32.41 | -28.17 | 10.63 | 16.09 | 10.18 | 11.40 | 22.50 | -8.99 | -4.35 |
| Sharpe Ratio | NA | 0.37 | -0.07 | 0.34 | 0.39 | NA | NA | 0.40 | 0.07 | 0.21 | 0.58 | -0.63 | 1.01 | 0.81 | 2.51 | -0.98 | 2.39 | 0.17 | -0.10 | -0.11 | 1.45 | 1.48 | -0.43 | 1.26 | 1.92 | -1.40 | 0.86 | 1.82 | 1.40 | 1.29 | 2.73 | -0.97 | -0.63 |
| Standard Deviation(%) | NA | 8.50 | 10.98 | 13.03 | 10.93 | NA | NA | 10.81 | 8.16 | 8.55 | 8.62 | 14.64 | 9.48 | 19.92 | 7.63 | 9.69 | 5.26 | 9.02 | 9.33 | 7.79 | 7.51 | 6.80 | 10.92 | 9.89 | 16.87 | 20.72 | 8.88 | 7.05 | 5.72 | 8.12 | 7.99 | 10.36 | 10.52 |
| Draw Down(%) | NA | 5.61 | 16.53 | 24.39 | 24.39 | NA | NA | 38.61 | 0.51 | 5.61 | 7.21 | 16.53 | 4.76 | 24.39 | 4.51 | 14.76 | 2.76 | 10.37 | 11.82 | 7.96 | 7.12 | 6.88 | 13.25 | 7.45 | 15.45 | 37.32 | 5.78 | 8.03 | 4.68 | 9.28 | 8.02 | 18.17 | 18.58 |
| Yield(%) | NA | 2.77 | 2.09 | 2.25 | 2.50 | NA | NA | 2.85 | NA | 0.61 | 2.85 | 1.29 | 1.73 | 2.59 | 2.44 | 2.08 | 0.31 | 1.99 | 6.76 | 2.81 | 2.57 | 3.66 | 3.59 | 2.72 | 2.28 | 3.33 | 5.44 | 3.62 | 2.61 | 2.06 | 2.54 | 2.50 | 3.19 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.68%
Feb 2006 - Feb 2009 |
0.06%
Feb 2004 - Feb 2009 |
3.05%
Mar 2010 - Mar 2020 |
3.50%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
18.59%
Feb 2009 - Feb 2012 |
14.97%
Oct 2002 - Oct 2007 |
8.78%
Mar 2003 - Mar 2013 |
7.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart