Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SOUTHWEST GAS CORPORATION EMPLOYEES’ INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | -4.22% | 0.72% | 3.48% | 4.25% | 5.70% | 6.07% | 6.27% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUTHWEST GAS CORPORATION EMPLOYEES’ INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -1.60 | -4.22 | 0.72 | 3.48 | 4.25 | 5.70 | 6.07 | 6.27 | 1.59 | 8.02 | -17.97 | 7.83 | 20.61 | 22.20 | -3.99 | 19.11 | 3.27 | -1.34 | 0.93 | 13.54 | 3.67 | 4.25 | 8.11 | 13.06 | -2.24 | 10.84 | 14.64 | 4.72 | 7.19 | 16.85 | -0.49 | 6.01 |
| Sharpe Ratio | NA | 0.34 | -0.27 | 0.34 | 0.39 | NA | NA | 0.61 | 0.12 | 0.32 | -1.52 | 0.50 | 1.02 | 1.81 | -0.60 | 3.30 | 0.62 | -0.26 | 0.15 | 1.91 | 0.65 | 0.59 | 0.77 | 1.72 | -0.72 | 0.78 | 1.38 | 0.43 | 0.96 | 3.16 | -0.36 | 0.99 |
| Standard Deviation(%) | NA | 12.05 | 13.33 | 14.71 | 11.32 | NA | NA | 9.10 | 10.54 | 11.75 | 12.76 | 15.67 | 20.06 | 11.50 | 8.78 | 5.61 | 4.90 | 5.33 | 5.91 | 7.06 | 5.56 | 7.11 | 10.42 | 7.55 | 4.42 | 10.10 | 8.25 | 5.94 | 6.53 | 5.12 | 4.41 | 3.74 |
| Draw Down(%) | NA | 12.88 | 24.81 | 24.81 | 24.81 | NA | NA | 24.81 | 2.28 | 12.88 | 21.16 | 9.59 | 22.50 | 7.10 | 13.63 | 2.24 | 4.64 | 4.78 | 5.30 | 4.34 | 5.69 | 4.47 | 8.94 | 3.93 | 7.61 | 6.85 | 9.70 | 5.00 | 6.59 | 2.84 | 6.29 | 2.53 |
| Yield(%) | NA | 3.22 | 4.55 | 4.76 | 3.68 | NA | NA | 3.69 | 0.00 | 3.43 | 1.74 | 8.77 | 7.65 | 2.59 | 3.81 | 3.05 | 2.91 | 1.79 | 1.68 | 2.32 | 2.35 | 2.75 | 2.28 | 2.80 | 2.66 | 6.36 | 6.20 | 4.21 | 3.90 | 3.56 | 3.11 | 5.07 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| SOUTHWEST GAS CORPORATION EMPLOYEES’ INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.51%
Dec 2020 - Dec 2023 |
3.04%
Sep 2018 - Sep 2023 |
4.25%
Oct 2013 - Oct 2023 |
5.37%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHWEST GAS CORPORATION EMPLOYEES’ INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.70%
Dec 2018 - Dec 2021 |
12.77%
Oct 2016 - Oct 2021 |
8.45%
Aug 2011 - Aug 2021 |
8.26%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart