Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLACK HILLS CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 35.06% | 10.80% | 10.86% | 7.33% | 6.69% | 7.25% | 7.49% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLACK HILLS CORPORATION RETIREMENT 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 (%) | -0.73 | 35.06 | 10.80 | 10.86 | 7.33 | 6.69 | 7.25 | 7.49 | NA | 29.15 | 24.24 | -9.54 | 5.73 | 13.29 | 9.44 | -1.82 | 12.48 | 3.05 | -2.20 | 2.22 | 12.76 | 1.57 | 1.97 | 6.46 | 12.11 | 4.06 | 8.15 | 13.61 | 5.09 | 10.00 | 16.20 | -0.21 | 7.48 |
| Sharpe Ratio | NA | 2.62 | 1.11 | 1.05 | 0.85 | NA | NA | 0.87 | 0.08 | 2.49 | 2.61 | -1.11 | 0.64 | 1.53 | 1.83 | -0.41 | 2.91 | 0.67 | -0.42 | 0.38 | 1.84 | 0.29 | 0.25 | 0.62 | 1.47 | 0.59 | 0.55 | 1.59 | 0.56 | 1.19 | 2.67 | -0.22 | 1.04 |
| Standard Deviation(%) | NA | 9.01 | 8.91 | 8.84 | 7.29 | NA | NA | 7.10 | 7.39 | 9.04 | 7.65 | 9.81 | 8.86 | 8.55 | 4.40 | 7.62 | 4.08 | 4.24 | 5.29 | 5.88 | 6.92 | 5.22 | 7.84 | 10.29 | 8.16 | 5.29 | 9.44 | 6.51 | 5.25 | 7.60 | 5.82 | 5.88 | 4.97 |
| Draw Down(%) | NA | 6.68 | 14.08 | 16.43 | 16.43 | NA | NA | 16.43 | 0.34 | 6.68 | 4.09 | 14.92 | 4.80 | 8.51 | 2.96 | 8.15 | 1.78 | 3.84 | 4.84 | 4.74 | 6.42 | 5.39 | 6.27 | 9.21 | 4.15 | 3.53 | 6.43 | 6.09 | 3.15 | 5.80 | 3.01 | 7.56 | 3.44 |
| Yield(%) | NA | 13.96 | 10.29 | 7.18 | 4.73 | NA | NA | 4.08 | NA | 4.44 | 15.25 | 8.35 | 1.81 | 1.72 | 3.96 | 2.46 | 0.48 | 2.37 | 3.61 | 2.29 | 1.22 | 3.78 | 2.67 | 2.70 | 3.92 | 4.22 | 4.00 | 3.71 | 3.22 | 2.60 | 3.90 | 4.64 | 6.50 |
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 |
|---|---|---|---|---|
| BLACK HILLS CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.99%
Dec 2013 - Dec 2016 |
2.55%
Apr 2011 - Apr 2016 |
4.02%
Mar 2010 - Mar 2020 |
4.43%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLACK HILLS CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
13.49%
Nov 2021 - Nov 2024 |
11.81%
Nov 2019 - Nov 2024 |
8.47%
Apr 2001 - Apr 2011 |
7.31%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart