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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
E C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA 16.53% 3.69% 6.53% 6.09% 6.99% 6.44% 6.41%
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
E C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate 12/31/2000 02/28/2025
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 (%) 1.16 16.53 3.69 6.53 6.09 6.99 6.44 6.41 NA 3.28 16.40 -14.61 3.36 20.03 18.12 -3.97 12.03 2.53 1.66 4.21 16.83 9.82 0.47 11.66 21.25 -22.50 11.24 10.73 8.28 9.80 19.50 -5.43 -1.61
Sharpe Ratio NA -0.40 0.00 0.02 0.03 NA NA 0.05 0.16 -0.34 0.03 -1.16 0.37 1.15 2.20 -0.52 2.40 0.28 0.20 0.65 2.55 1.28 0.03 0.89 1.34 -1.13 0.93 1.09 1.02 1.20 2.26 -0.60 -0.45
Standard Deviation(%) NA 9.96 262.44 203.32 143.77 NA NA 92.92 9.55 9.84 456.08 13.84 9.12 17.24 7.61 10.08 4.75 8.30 8.34 6.48 6.58 7.64 13.81 12.99 15.82 20.77 8.90 6.84 5.97 7.36 8.34 10.96 8.78
Draw Down(%) NA 8.79 96.09 96.09 96.09 NA NA 96.09 2.69 8.19 96.09 20.94 6.03 19.16 3.57 12.20 2.89 8.28 7.15 4.61 5.40 6.45 11.90 7.82 14.94 33.05 5.70 7.72 4.39 6.16 8.21 15.11 12.97
Yield(%) NA 6.26 4.45 4.09 4.07 NA NA 3.71 NA 0.57 6.31 3.04 3.42 4.40 3.02 7.00 0.45 3.53 6.19 3.46 4.11 2.82 3.57 3.65 1.90 3.69 6.01 4.83 3.25 2.26 2.25 2.36 3.19
Data as of 11/29/2024, 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 C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate -5.45%
Feb 2006 - Feb 2009
-0.09%
Feb 2004 - Feb 2009
4.47%
Oct 2013 - Oct 2023
4.17%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
E C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate 16.76%
Feb 2009 - Feb 2012
14.66%
Feb 2009 - Feb 2014
9.39%
Feb 2009 - Feb 2019
8.48%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart