Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 13.76% | 18.21% | 15.17% | 8.99% | 7.93% | 9.08% | 9.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDAHO POWER COMPANY EMPLOYEE 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 (%) | -1.35 | 13.76 | 18.21 | 15.17 | 8.99 | 7.93 | 9.08 | 9.56 | NA | 10.08 | 73.36 | -15.13 | 5.06 | 16.94 | 8.58 | -7.15 | 12.09 | 7.60 | -3.12 | 1.15 | 11.68 | 6.10 | -0.37 | 6.83 | 28.67 | -12.07 | 18.40 | 17.55 | 12.97 | 10.19 | 23.48 | 3.98 | 8.14 |
| Sharpe Ratio | NA | 0.58 | 0.46 | 0.48 | 0.39 | NA | NA | 0.59 | 0.06 | 0.37 | 1.33 | -1.13 | 0.33 | 1.98 | 1.45 | -1.11 | 2.41 | 1.52 | -0.58 | 0.16 | 1.69 | 1.41 | -0.06 | 0.65 | 2.91 | -1.73 | 1.20 | 1.38 | 1.78 | 1.03 | 4.27 | 0.67 | 1.43 |
| Standard Deviation(%) | NA | 9.35 | 31.67 | 25.70 | 18.60 | NA | NA | 13.44 | 8.24 | 9.34 | 52.12 | 14.63 | 15.14 | 8.46 | 4.95 | 7.61 | 4.75 | 4.88 | 5.48 | 6.91 | 6.88 | 4.27 | 7.10 | 10.35 | 9.82 | 7.51 | 12.82 | 10.34 | 6.07 | 9.01 | 5.33 | 4.31 | 4.07 |
| Draw Down(%) | NA | 6.40 | 17.51 | 19.72 | 19.72 | NA | NA | 19.72 | 0.53 | 6.40 | 6.25 | 17.63 | 7.75 | 9.36 | 3.97 | 12.96 | 2.51 | 3.43 | 7.07 | 6.30 | 4.59 | 4.59 | 8.55 | 8.97 | 4.46 | 15.64 | 9.41 | 13.93 | 5.06 | 11.20 | 2.11 | 4.72 | 2.69 |
| Yield(%) | NA | 5.35 | 11.01 | 8.93 | 5.72 | NA | NA | 4.82 | NA | 4.70 | 2.71 | 12.59 | 13.62 | 7.51 | 4.13 | 3.32 | 0.57 | 3.50 | 1.96 | 3.05 | 3.16 | 4.00 | 5.43 | 3.20 | 4.71 | 3.51 | 6.81 | 2.08 | 2.24 | 2.11 | 4.22 | 5.78 | 5.92 |
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 |
|---|---|---|---|---|
| IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
1.19%
Feb 2014 - Feb 2017 |
0.81%
Sep 2017 - Sep 2022 |
3.22%
Feb 2013 - Feb 2023 |
3.70%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
22.80%
Mar 2020 - Mar 2023 |
17.61%
Oct 2002 - Oct 2007 |
11.75%
Apr 2001 - Apr 2011 |
9.22%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart