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 Strategic Asset Allocation - Equal Weight Moderate | NA | 33.17% | 11.50% | 10.97% | 7.91% | 8.05% | 7.36% | 7.07% |
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 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 (%) | -0.76 | 33.17 | 11.50 | 10.97 | 7.91 | 8.05 | 7.36 | 7.07 | NA | 21.62 | 22.19 | -3.24 | 7.22 | 8.20 | 13.13 | -5.47 | 12.99 | 4.50 | 2.02 | 3.56 | 15.21 | 12.03 | -1.58 | 10.54 | 20.28 | -23.48 | 7.53 | 14.64 | 10.81 | 12.93 | 24.26 | -6.48 | -6.01 |
| Sharpe Ratio | NA | 2.02 | 0.98 | 0.72 | 0.65 | NA | NA | 0.55 | 0.07 | 1.97 | 2.41 | -0.38 | 0.81 | 0.43 | 1.88 | -0.76 | 2.88 | 0.48 | 0.23 | 0.50 | 2.41 | 1.92 | -0.13 | 1.10 | 1.43 | -1.19 | 0.49 | 1.61 | 1.40 | 1.66 | 2.91 | -0.74 | -0.98 |
| Standard Deviation(%) | NA | 7.60 | 9.40 | 11.70 | 9.87 | NA | NA | 10.06 | 7.04 | 7.63 | 7.43 | 12.27 | 8.86 | 18.44 | 6.25 | 8.90 | 4.30 | 8.88 | 8.75 | 7.10 | 6.31 | 6.23 | 11.92 | 9.46 | 14.15 | 20.45 | 9.24 | 7.08 | 6.17 | 7.21 | 8.10 | 10.25 | 8.47 |
| Draw Down(%) | NA | 5.12 | 13.42 | 23.57 | 23.57 | NA | NA | 36.32 | 0.51 | 5.12 | 4.66 | 13.51 | 6.31 | 23.57 | 3.82 | 11.93 | 1.34 | 7.26 | 7.81 | 6.20 | 4.54 | 5.42 | 12.62 | 7.73 | 16.21 | 33.39 | 6.34 | 7.68 | 4.04 | 6.80 | 7.63 | 14.89 | 13.93 |
| Yield(%) | NA | 15.11 | 9.75 | 7.18 | 5.08 | NA | NA | 4.80 | NA | 4.33 | 14.42 | 7.63 | 2.13 | 3.99 | 2.51 | 3.83 | 0.71 | 2.82 | 4.07 | 3.83 | 5.07 | 2.77 | 3.21 | 4.67 | 4.50 | 4.98 | 7.75 | 6.15 | 5.13 | 4.48 | 3.06 | 4.12 | 4.23 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.49%
Feb 2006 - Feb 2009 |
0.57%
Feb 2004 - Feb 2009 |
4.36%
Nov 2006 - Nov 2016 |
3.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHERN UNION SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.72%
Mar 2003 - Mar 2006 |
14.86%
Sep 2002 - Sep 2007 |
8.99%
Feb 2009 - Feb 2019 |
8.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart