Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CenterPoint Energy Savings Plan Tactical Asset Allocation Moderate | NA | 14.09% | -0.63% | 4.19% | 3.96% | 4.91% | 4.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CenterPoint Energy 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 | Common | Inception | 2025 | 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 (%) | -0.78 | 14.09 | -0.63 | 4.19 | 3.96 | 4.91 | 4.57 | … | … | -0.04 | 9.59 | 8.19 | -18.09 | 10.63 | 10.77 | 7.75 | -0.43 | 13.35 | 3.08 | -2.15 | 3.20 | 14.37 | 4.78 | 1.54 | 6.91 | 12.42 | -13.54 | 5.93 | 11.81 | 2.91 | 5.26 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.52 | -0.60 | 0.12 | 0.33 | NA | NA | … | … | -0.14 | 0.44 | 0.57 | -1.96 | 1.41 | 1.13 | 1.48 | -0.25 | 3.44 | 0.73 | -0.43 | 0.57 | 2.33 | 0.84 | 0.20 | 0.75 | 1.85 | -1.76 | 0.35 | 1.27 | 0.16 | 2.34 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.67 | 8.02 | 8.20 | 6.78 | NA | NA | … | … | 0.70 | 6.75 | 6.87 | 9.95 | 7.54 | 9.29 | 4.28 | 7.08 | 3.70 | 3.94 | 5.06 | 5.61 | 6.15 | 5.61 | 7.47 | 9.05 | 6.67 | 8.21 | 8.42 | 6.73 | 4.55 | 1.85 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.23 | 18.69 | 19.39 | 19.39 | NA | NA | … | … | 0.09 | 4.23 | 5.22 | 18.98 | 3.36 | 11.27 | 3.24 | 5.92 | 1.12 | 2.77 | 5.85 | 4.58 | 4.18 | 5.44 | 6.72 | 8.39 | 3.48 | 15.81 | 5.25 | 6.04 | 3.34 | 0.52 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.86 | 5.59 | 4.01 | 3.03 | NA | NA | … | … | NA | 1.75 | 3.21 | 2.89 | 9.35 | 1.62 | 2.19 | 3.50 | 1.63 | 1.64 | 2.24 | 0.88 | 1.30 | 1.48 | 1.29 | 1.69 | 1.84 | 2.16 | 2.07 | 1.95 | 2.35 | 1.69 | 0.69 | 1.11 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CenterPoint Energy Savings Plan Tactical Asset Allocation Moderate |
-1.86%
Jun 2007 – Jun 2010 |
1.10%
May 2007 – May 2012 |
3.00%
Sep 2001 – Sep 2011 |
3.21%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CenterPoint Energy Savings Plan Tactical Asset Allocation Moderate |
9.71%
Dec 2018 – Dec 2021 |
8.56%
Oct 2016 – Oct 2021 |
6.40%
Dec 2011 – Dec 2021 |
5.41%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart