Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DOMINION SALARIED SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 14.09% | -0.63% | 4.21% | 4.08% | 5.08% | 4.90% | 4.46% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOMINION SALARIED 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 (%) | -0.78 | 14.09 | -0.63 | 4.21 | 4.08 | 5.08 | 4.90 | 4.46 | NA | 9.59 | 8.19 | -18.11 | 10.65 | 10.69 | 8.94 | -1.13 | 13.38 | 1.88 | -0.19 | 3.40 | 14.39 | 6.31 | 0.64 | 7.41 | 11.21 | -10.11 | 5.94 | 11.84 | 4.05 | 5.26 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.52 | -0.60 | 0.12 | 0.29 | NA | NA | 0.42 | -0.14 | 0.44 | 0.57 | -1.96 | 1.41 | 1.01 | 0.55 | -0.34 | 3.44 | 0.42 | -0.04 | 0.60 | 2.33 | 1.03 | 0.07 | 0.79 | 1.46 | -1.49 | 0.35 | 1.27 | 0.40 | 2.34 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.67 | 8.02 | 8.46 | 8.08 | NA | NA | 7.04 | 0.70 | 6.75 | 6.87 | 9.96 | 7.55 | 10.38 | 13.67 | 7.27 | 3.71 | 4.03 | 5.09 | 5.65 | 6.16 | 6.07 | 9.27 | 9.33 | 7.60 | 7.42 | 8.55 | 6.75 | 4.72 | 1.85 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.23 | 18.70 | 19.41 | 19.41 | NA | NA | 19.41 | 0.09 | 4.23 | 5.22 | 19.00 | 3.37 | 12.88 | 11.11 | 6.57 | 1.12 | 2.77 | 4.83 | 4.58 | 4.18 | 5.44 | 8.66 | 8.47 | 3.77 | 12.45 | 5.25 | 6.06 | 3.34 | 0.52 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.86 | 5.59 | 3.94 | 3.19 | NA | NA | 0.00 | NA | 1.75 | 3.21 | 2.89 | 9.37 | 1.40 | 2.04 | 3.81 | 1.64 | 1.49 | 3.53 | 1.57 | 1.30 | 1.37 | 1.49 | 1.66 | 1.46 | 0.49 | 2.47 | 1.95 | 2.05 | 1.69 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| DOMINION SALARIED SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.70%
Apr 2021 - Apr 2024 |
1.56%
Dec 2017 - Dec 2022 |
3.22%
Nov 2013 - Nov 2023 |
3.57%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOMINION SALARIED SAVINGS PLAN Tactical Asset Allocation Moderate |
10.09%
Dec 2018 - Dec 2021 |
9.02%
Jun 2009 - Jun 2014 |
6.70%
Dec 2011 - Dec 2021 |
5.78%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart