Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIDAMERICAN ENERGY COMPANY RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 33.84% | 12.98% | 16.28% | 10.57% | 10.05% | 8.54% | 8.10% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDAMERICAN ENERGY COMPANY 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 (%) | -0.76 | 33.84 | 12.98 | 16.28 | 10.57 | 10.05 | 8.54 | 8.10 | NA | 22.92 | 24.05 | -3.33 | 15.66 | 24.54 | 17.92 | -4.70 | 10.45 | 6.23 | -1.20 | 0.83 | 22.57 | 10.99 | -2.71 | 10.42 | 19.49 | -23.90 | 8.16 | 14.03 | 7.92 | 12.35 | 24.46 | -8.46 | -3.27 |
| Sharpe Ratio | NA | 2.19 | 1.04 | 1.10 | 0.86 | NA | NA | 0.57 | 0.06 | 2.05 | 2.49 | -0.36 | 1.71 | 1.22 | 1.95 | -0.57 | 2.04 | 0.71 | -0.13 | 0.11 | 3.17 | 1.34 | -0.18 | 0.90 | 1.10 | -1.09 | 0.56 | 1.59 | 0.92 | 1.49 | 2.34 | -0.67 | -0.42 |
| Standard Deviation(%) | NA | 7.91 | 10.01 | 12.52 | 10.71 | NA | NA | 11.58 | 7.40 | 7.97 | 7.95 | 13.18 | 9.14 | 19.97 | 8.49 | 10.58 | 4.82 | 8.44 | 9.34 | 7.16 | 7.11 | 8.16 | 15.13 | 11.52 | 17.63 | 22.72 | 9.29 | 6.79 | 6.28 | 7.66 | 10.14 | 14.21 | 13.14 |
| Draw Down(%) | NA | 5.08 | 12.88 | 21.29 | 21.29 | NA | NA | 38.46 | 0.44 | 5.08 | 5.03 | 13.45 | 3.73 | 21.29 | 5.44 | 12.99 | 1.81 | 7.16 | 9.03 | 5.29 | 3.77 | 6.82 | 14.07 | 9.88 | 19.05 | 32.76 | 6.35 | 7.87 | 4.37 | 5.36 | 9.15 | 18.77 | 20.78 |
| Yield(%) | NA | 14.78 | 10.07 | 8.98 | 6.07 | NA | NA | 4.20 | NA | 4.49 | 14.01 | 9.27 | 8.97 | 3.42 | 1.55 | 3.82 | 0.75 | 2.18 | 7.10 | 2.11 | 4.61 | 3.48 | 3.47 | 1.73 | 2.19 | 2.43 | 6.04 | 3.18 | 4.79 | 2.09 | 1.67 | 1.61 | 1.73 |
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 |
|---|---|---|---|---|
| MIDAMERICAN ENERGY COMPANY RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
-7.74%
Feb 2006 - Feb 2009 |
-0.86%
Feb 2004 - Feb 2009 |
4.14%
May 2007 - May 2017 |
4.87%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDAMERICAN ENERGY COMPANY RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
19.32%
Dec 2018 - Dec 2021 |
16.73%
Sep 2019 - Sep 2024 |
10.81%
Nov 2014 - Nov 2024 |
11.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart