Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 17.11% | 3.56% | 7.31% | 6.53% | 8.33% | 9.26% | 9.44% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE 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 (%) | -0.89 | 17.11 | 3.56 | 7.31 | 6.53 | 8.33 | 9.26 | 9.44 | NA | 0.31 | 12.49 | -8.39 | 20.38 | 8.70 | 13.55 | -6.51 | 12.79 | 7.55 | 1.44 | 9.42 | 14.59 | 14.09 | 2.50 | 15.24 | 25.25 | 1.69 | 10.59 | 17.99 | 6.88 | 14.38 | 16.54 | 4.90 | 2.89 |
| Sharpe Ratio | NA | -0.67 | -0.25 | 0.31 | 0.38 | NA | NA | 0.79 | -0.06 | -0.71 | 1.00 | -0.76 | 2.21 | 0.45 | 1.71 | -0.76 | 2.53 | 0.75 | 0.16 | 1.23 | 2.18 | 1.95 | 0.15 | 1.34 | 2.17 | 0.13 | 0.78 | 1.85 | 0.65 | 1.73 | 2.91 | 0.77 | 0.10 |
| Standard Deviation(%) | NA | 8.80 | 10.14 | 12.21 | 10.48 | NA | NA | 9.51 | 6.99 | 8.86 | 8.21 | 12.80 | 9.20 | 18.70 | 7.11 | 10.35 | 4.80 | 9.76 | 8.92 | 7.65 | 6.68 | 7.21 | 16.28 | 11.32 | 11.61 | 5.78 | 9.78 | 7.96 | 7.25 | 7.76 | 5.45 | 4.92 | 5.67 |
| Draw Down(%) | NA | 7.75 | 14.25 | 23.34 | 23.34 | NA | NA | 23.34 | 0.77 | 7.65 | 6.57 | 14.72 | 4.20 | 23.34 | 3.74 | 13.34 | 1.93 | 6.31 | 8.68 | 4.56 | 7.55 | 5.57 | 14.39 | 7.39 | 5.10 | 5.03 | 6.70 | 6.45 | 4.93 | 9.80 | 3.63 | 2.81 | 5.50 |
| Yield(%) | NA | 8.30 | 5.56 | 6.22 | 5.48 | NA | NA | 0.00 | NA | 0.96 | 8.40 | 2.65 | 6.03 | 8.44 | 6.94 | 3.75 | 2.99 | 7.97 | 5.57 | 3.64 | 4.06 | 3.91 | 4.95 | 4.30 | 5.26 | 8.69 | 7.86 | 9.04 | 5.34 | 4.74 | 3.95 | 5.81 | 7.79 |
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 |
|---|---|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.28%
Mar 2017 - Mar 2020 |
1.76%
Mar 2015 - Mar 2020 |
5.86%
Dec 2014 - Dec 2024 |
7.56%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.82%
Mar 2009 - Mar 2012 |
14.86%
Feb 2009 - Feb 2014 |
13.14%
Apr 2003 - Apr 2013 |
11.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart