Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Strategic Asset Allocation - Equal Weight Moderate | NA | 25.00% | 2.28% | 8.60% | 6.74% | 6.86% | 6.13% | 5.87% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Strategic Asset Allocation - Equal Weight 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 (%) | -0.92 | 25.00 | 2.28 | 8.60 | 6.74 | 6.86 | 6.13 | 5.87 | NA | 8.77 | 11.56 | -13.38 | 4.17 | 26.21 | 18.99 | -6.51 | 15.59 | 3.19 | 1.17 | 0.54 | 14.90 | 9.34 | -2.70 | 9.69 | 21.94 | -23.08 | 7.94 | 12.07 | 6.33 | 9.44 | 20.93 | -9.39 | -1.14 |
| Sharpe Ratio | NA | 0.33 | -0.13 | 0.30 | 0.42 | NA | NA | 0.38 | 0.09 | 0.19 | 0.75 | -0.95 | 0.35 | 1.33 | 2.19 | -0.74 | 2.65 | 0.31 | 0.12 | 0.07 | 2.38 | 1.35 | -0.21 | 0.91 | 1.48 | -1.23 | 0.54 | 1.43 | 0.86 | 1.24 | 2.50 | -0.89 | -0.33 |
| Standard Deviation(%) | NA | 11.56 | 12.50 | 14.06 | 11.74 | NA | NA | 11.02 | 9.19 | 11.60 | 9.71 | 15.49 | 11.76 | 19.48 | 8.03 | 10.60 | 5.65 | 9.56 | 9.69 | 7.71 | 6.24 | 6.90 | 13.05 | 10.51 | 14.72 | 19.47 | 9.11 | 6.17 | 4.83 | 6.87 | 8.08 | 11.75 | 10.55 |
| Draw Down(%) | NA | 7.18 | 19.15 | 21.80 | 21.80 | NA | NA | 33.92 | 0.62 | 7.18 | 10.14 | 20.03 | 8.11 | 20.19 | 5.06 | 14.10 | 3.47 | 9.51 | 10.13 | 6.75 | 4.33 | 5.95 | 13.42 | 8.41 | 13.73 | 31.36 | 5.96 | 6.52 | 3.23 | 6.68 | 8.58 | 17.88 | 15.76 |
| Yield(%) | NA | 3.48 | 3.93 | 3.83 | 2.95 | NA | NA | 2.60 | NA | 0.47 | 3.94 | 3.17 | 3.74 | 5.90 | 1.73 | 3.47 | 0.56 | 1.29 | 3.82 | 1.11 | 1.96 | 1.38 | 1.07 | 1.27 | 1.28 | 3.24 | 6.52 | 4.87 | 2.67 | 1.67 | 1.16 | 1.29 | 2.24 |
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 |
|---|---|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Strategic Asset Allocation - Equal Weight Moderate |
-6.07%
Feb 2006 - Feb 2009 |
-0.86%
Feb 2004 - Feb 2009 |
3.58%
Feb 2006 - Feb 2016 |
3.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Strategic Asset Allocation - Equal Weight Moderate |
16.09%
Dec 2018 - Dec 2021 |
12.54%
Feb 2016 - Feb 2021 |
8.70%
Sep 2011 - Sep 2021 |
8.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart