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 Strategic Asset Allocation - Optimal Moderate | NA | 34.10% | 11.82% | 12.80% | 8.95% | 9.08% | 7.64% | 6.89% |
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 Strategic Asset Allocation - Optimal 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 (%) | -0.72 | 34.10 | 11.82 | 12.80 | 8.95 | 9.08 | 7.64 | 6.89 | NA | 25.49 | 26.76 | -8.44 | 6.97 | 16.32 | 18.11 | -4.80 | 11.81 | 4.65 | 1.64 | 5.23 | 17.67 | 10.99 | 0.11 | 9.57 | 19.15 | -23.41 | 7.35 | 12.34 | 6.41 | 9.38 | 19.63 | -10.70 | -4.36 |
| Sharpe Ratio | NA | 2.51 | 0.98 | 0.83 | 0.75 | NA | NA | 0.50 | 0.11 | 2.36 | 2.83 | -0.71 | 0.80 | 0.85 | 2.29 | -0.61 | 2.62 | 0.54 | 0.19 | 0.79 | 2.61 | 1.40 | 0.01 | 0.79 | 1.18 | -1.07 | 0.46 | 1.41 | 0.72 | 1.21 | 2.02 | -0.89 | -0.64 |
| Standard Deviation(%) | NA | 7.96 | 10.30 | 12.26 | 10.29 | NA | NA | 11.02 | 5.96 | 8.02 | 7.95 | 13.79 | 8.65 | 18.90 | 7.30 | 10.00 | 4.27 | 8.23 | 8.46 | 6.56 | 6.77 | 7.84 | 13.89 | 12.04 | 16.20 | 22.71 | 9.39 | 6.44 | 5.92 | 6.96 | 9.35 | 13.21 | 10.49 |
| Draw Down(%) | NA | 5.43 | 14.49 | 19.82 | 19.82 | NA | NA | 36.64 | 0.26 | 5.43 | 4.33 | 15.47 | 4.57 | 19.82 | 4.14 | 12.56 | 1.24 | 7.54 | 7.09 | 4.82 | 4.31 | 6.99 | 12.15 | 9.80 | 16.61 | 31.76 | 5.48 | 6.32 | 3.95 | 4.22 | 8.39 | 18.74 | 16.62 |
| Yield(%) | NA | 14.94 | 10.41 | 7.50 | 4.85 | NA | NA | 3.56 | NA | 4.31 | 14.54 | 8.07 | 3.54 | 2.70 | 3.73 | 2.51 | 0.85 | 3.27 | 2.39 | 2.55 | 2.46 | 2.32 | 1.98 | 2.62 | 2.66 | 2.65 | 3.81 | 3.26 | 2.86 | 2.31 | 2.19 | 1.86 | 2.56 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.12%
Feb 2006 - Feb 2009 |
-1.38%
Feb 2004 - Feb 2009 |
4.14%
Dec 2001 - Dec 2011 |
4.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLACK HILLS CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
16.05%
Feb 2009 - Feb 2012 |
14.09%
Feb 2009 - Feb 2014 |
9.32%
Feb 2009 - Feb 2019 |
9.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart