Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Asset Allocation Composite Moderate | NA | 26.97% | 15.12% | 11.80% | 9.00% | 8.82% | 8.52% | 7.58% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
| 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 (%) | 1.02 | 26.97 | 15.12 | 11.80 | 9.00 | 8.82 | 8.52 | 7.58 | NA | 18.21 | 25.26 | -2.34 | 8.39 | 5.88 | 15.36 | -4.13 | 17.25 | 5.30 | 2.06 | 1.17 | 18.01 | 13.13 | -0.54 | 9.20 | 15.96 | -0.39 | 6.57 | 10.31 | 4.73 | 9.04 | 9.91 | -8.23 | -2.05 |
| Sharpe Ratio | NA | 1.27 | 1.16 | 0.85 | 0.72 | NA | NA | 0.67 | 0.36 | 1.48 | 2.86 | -0.30 | 1.08 | 0.32 | 2.11 | -0.61 | 3.74 | 0.54 | 0.23 | 0.17 | 2.60 | 1.52 | -0.04 | 0.94 | 1.84 | -0.52 | 0.39 | 1.08 | 0.37 | 1.08 | 1.10 | -1.54 | -0.70 |
| Standard Deviation(%) | NA | 7.94 | 9.38 | 11.22 | 9.73 | NA | NA | 8.86 | 7.48 | 7.84 | 7.35 | 12.39 | 7.75 | 17.47 | 6.63 | 8.98 | 4.44 | 9.35 | 8.92 | 6.71 | 6.90 | 8.57 | 14.97 | 9.65 | 8.64 | 2.52 | 9.16 | 6.54 | 6.97 | 7.48 | 8.37 | 6.06 | 6.20 |
| Draw Down(%) | NA | 4.65 | 11.15 | 20.84 | 23.47 | NA | NA | 23.47 | 1.67 | 4.65 | 3.73 | 13.02 | 3.41 | 23.47 | 3.59 | 11.51 | 1.31 | 7.63 | 8.31 | 5.67 | 4.38 | 7.14 | 13.41 | 8.38 | 3.62 | 3.14 | 5.67 | 6.25 | 4.35 | 6.68 | 6.79 | 9.76 | 9.78 |
| Yield(%) | NA | 14.98 | 9.90 | 7.48 | 5.13 | NA | NA | 0.00 | NA | 5.12 | 14.30 | 7.22 | 2.82 | 3.17 | 4.52 | 3.43 | 3.30 | 2.94 | 1.94 | 2.64 | 2.50 | 2.77 | 4.02 | 3.26 | 2.91 | 2.38 | 2.73 | 3.03 | 2.95 | 3.01 | 1.81 | 3.20 | 3.68 |
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 |
|---|---|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Asset Allocation Composite Moderate |
0.63%
Feb 2001 - Feb 2004 |
2.78%
Sep 2017 - Sep 2022 |
4.94%
Sep 2001 - Sep 2011 |
5.32%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII Asset Allocation Composite Moderate |
15.50%
Nov 2021 - Nov 2024 |
12.20%
Sep 2019 - Sep 2024 |
9.02%
Jan 2015 - Jan 2025 |
9.22%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart