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 Strategic Asset Allocation - Equal Weight Moderate | NA | 4.01% | 0.63% | 5.64% | 5.70% | 7.37% | 6.40% | 6.40% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.88 | 4.01 | 0.63 | 5.64 | 5.70 | 7.37 | 6.40 | 6.40 | 1.23 | 9.45 | -11.40 | 1.47 | 27.09 | 19.62 | -5.35 | 19.07 | 6.07 | 1.15 | 2.37 | 14.20 | 10.38 | 0.45 | 11.25 | 21.70 | -20.08 | 8.48 | 12.84 | 6.08 | 10.06 | 16.85 | -4.08 | 5.07 |
| Sharpe Ratio | NA | 0.15 | -0.23 | 0.45 | 0.50 | NA | NA | 0.53 | 0.12 | 0.57 | -0.88 | 0.12 | 1.33 | 2.07 | -0.57 | 3.71 | 0.68 | 0.13 | 0.35 | 2.08 | 1.71 | 0.04 | 1.28 | 1.45 | -1.17 | 0.60 | 1.35 | 0.77 | 1.46 | 3.23 | -0.74 | 0.37 |
| Standard Deviation(%) | NA | 8.93 | 12.15 | 13.65 | 11.37 | NA | NA | 10.29 | 7.61 | 9.09 | 14.52 | 12.57 | 20.25 | 8.79 | 11.70 | 4.98 | 8.64 | 8.55 | 6.76 | 6.80 | 6.03 | 10.64 | 8.71 | 14.88 | 17.91 | 9.11 | 7.11 | 5.08 | 6.26 | 5.00 | 6.96 | 7.55 |
| Draw Down(%) | NA | 8.84 | 22.28 | 22.28 | 22.28 | NA | NA | 33.13 | 1.44 | 8.84 | 18.22 | 10.21 | 20.35 | 5.47 | 15.50 | 1.44 | 7.57 | 9.15 | 5.24 | 5.61 | 4.46 | 9.88 | 6.71 | 16.18 | 30.10 | 6.13 | 7.85 | 3.84 | 6.41 | 4.14 | 10.11 | 8.71 |
| Yield(%) | NA | 4.72 | 5.01 | 4.44 | 4.28 | NA | NA | 3.96 | 0.11 | 4.92 | 3.35 | 6.90 | 5.39 | 1.89 | 3.39 | 2.27 | 4.73 | 3.83 | 6.30 | 2.59 | 2.64 | 2.79 | 2.30 | 2.72 | 4.37 | 7.38 | 5.03 | 4.15 | 2.97 | 3.53 | 3.05 | 4.45 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.21%
Feb 2006 - Feb 2009 |
-0.09%
Feb 2004 - Feb 2009 |
4.90%
Feb 2006 - Feb 2016 |
5.30%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHWEST GAS CORPORATION EMPLOYEES’ INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.88%
Feb 2009 - Feb 2012 |
13.98%
Jan 2016 - Jan 2021 |
9.83%
Feb 2009 - Feb 2019 |
8.13%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart