Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| E.ON U.S. LLC SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.85% | 3.59% | 6.85% | 6.09% | 8.01% | 7.37% | 6.60% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| E.ON U.S. LLC 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 (%) | -0.75 | 23.85 | 3.59 | 6.85 | 6.09 | 8.01 | 7.37 | 6.60 | NA | 8.14 | 16.94 | -15.84 | 11.16 | 8.22 | 15.14 | -4.59 | 16.80 | 3.44 | 2.08 | 7.73 | 18.11 | 17.09 | 1.42 | 11.34 | 23.15 | -12.56 | 5.66 | 11.51 | 3.14 | 5.26 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.29 | -0.07 | 0.20 | 0.40 | NA | NA | 0.58 | 0.09 | 0.15 | 1.63 | -1.21 | 1.25 | 0.44 | 1.98 | -0.64 | 3.85 | 0.39 | 0.24 | 1.11 | 2.74 | 2.27 | 0.11 | 1.17 | 2.80 | -1.81 | 0.33 | 1.26 | 0.20 | 2.34 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 10.50 | 11.16 | 12.58 | 10.39 | NA | NA | 8.51 | 8.10 | 10.52 | 7.76 | 14.25 | 8.89 | 18.32 | 6.94 | 9.27 | 4.20 | 8.25 | 8.41 | 6.93 | 6.61 | 7.50 | 12.67 | 9.63 | 8.25 | 7.44 | 7.99 | 6.52 | 4.76 | 1.85 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 7.81 | 18.06 | 22.96 | 22.96 | NA | NA | 22.96 | 0.61 | 7.81 | 6.00 | 19.76 | 5.91 | 22.96 | 3.94 | 11.55 | 1.36 | 6.45 | 7.77 | 4.58 | 6.08 | 5.41 | 10.64 | 7.72 | 4.00 | 16.29 | 4.91 | 6.05 | 3.34 | 0.52 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 4.54 | 4.03 | 3.89 | 4.57 | NA | NA | 0.00 | NA | 1.12 | 4.48 | 1.95 | 5.82 | 1.82 | 5.94 | 6.58 | 4.00 | 3.48 | 5.64 | 7.60 | 6.23 | 3.11 | 2.14 | 2.50 | 3.54 | 2.27 | 2.37 | 2.35 | 2.04 | 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 |
|---|---|---|---|---|
| E.ON U.S. LLC SAVINGS PLAN Tactical Asset Allocation Moderate |
0.41%
Dec 2019 - Dec 2022 |
1.82%
Sep 2017 - Sep 2022 |
4.11%
Sep 2001 - Sep 2011 |
5.85%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| E.ON U.S. LLC SAVINGS PLAN Tactical Asset Allocation Moderate |
15.73%
Sep 2011 - Sep 2014 |
13.98%
Dec 2008 - Dec 2013 |
9.91%
Sep 2008 - Sep 2018 |
8.58%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart