Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SOUTHERN UNION SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 36.77% | 11.80% | 10.09% | 6.95% | 7.02% | 7.49% | 7.87% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUTHERN UNION SAVINGS 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 (%) | -0.92 | 36.77 | 11.80 | 10.09 | 6.95 | 7.02 | 7.49 | 7.87 | NA | 27.08 | 23.93 | -5.77 | 6.82 | 4.57 | 7.67 | -3.10 | 10.34 | 4.26 | -0.12 | 2.61 | 14.16 | 8.96 | 1.40 | 6.42 | 16.42 | -3.88 | 8.01 | 15.71 | 6.85 | 12.47 | 16.56 | 2.11 | 6.98 |
| Sharpe Ratio | NA | 2.45 | 1.25 | 0.98 | 0.79 | NA | NA | 0.93 | 0.07 | 2.39 | 2.71 | -0.82 | 0.77 | 0.51 | 1.41 | -0.60 | 2.24 | 1.06 | -0.03 | 0.44 | 2.04 | 1.63 | 0.18 | 0.56 | 2.07 | -1.16 | 0.53 | 1.66 | 0.82 | 1.69 | 3.30 | 0.24 | 1.14 |
| Standard Deviation(%) | NA | 8.60 | 8.27 | 8.43 | 7.00 | NA | NA | 6.91 | 10.52 | 8.57 | 7.26 | 8.72 | 8.88 | 8.46 | 4.43 | 7.31 | 4.33 | 3.81 | 5.23 | 5.89 | 6.92 | 5.48 | 7.66 | 11.25 | 7.90 | 4.13 | 9.49 | 7.48 | 5.72 | 6.81 | 4.82 | 4.09 | 4.09 |
| Draw Down(%) | NA | 5.07 | 11.31 | 14.66 | 14.66 | NA | NA | 14.66 | 0.84 | 5.07 | 4.15 | 11.31 | 6.74 | 10.60 | 3.31 | 8.48 | 2.28 | 2.55 | 5.11 | 5.80 | 5.02 | 4.71 | 6.06 | 9.25 | 3.52 | 6.42 | 6.96 | 8.14 | 4.50 | 5.90 | 2.78 | 4.80 | 2.77 |
| Yield(%) | NA | 15.11 | 9.82 | 7.35 | 5.27 | NA | NA | 4.77 | NA | 4.34 | 14.78 | 7.67 | 2.35 | 4.10 | 3.88 | 2.51 | 0.40 | 3.64 | 3.46 | 5.56 | 3.88 | 4.11 | 1.99 | 4.61 | 4.97 | 2.63 | 4.76 | 6.65 | 3.61 | 4.32 | 3.39 | 5.25 | 6.93 |
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 |
|---|---|---|---|---|
| SOUTHERN UNION SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.90%
Oct 2017 - Oct 2020 |
1.56%
Jun 2017 - Jun 2022 |
3.91%
Sep 2012 - Sep 2022 |
4.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHERN UNION SAVINGS PLAN Tactical Asset Allocation Moderate |
14.08%
Nov 2021 - Nov 2024 |
12.89%
Oct 2002 - Oct 2007 |
9.17%
Jul 2003 - Jul 2013 |
8.06%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart