Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONSOL Energy Inc. Investment Plan for Salaried Employees Tactical Asset Allocation Moderate | NA | 24.72% | 7.62% | 11.71% | 9.09% | 9.85% | 10.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONSOL Energy Inc. Investment Plan for Salaried Employees 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 (%) | -1.15 | 24.72 | 7.62 | 11.71 | 9.09 | 9.85 | 10.60 | … | … | 0.93 | 12.32 | 16.19 | -4.27 | 11.63 | 19.56 | 18.72 | -4.95 | 11.92 | 9.65 | 1.33 | 7.33 | 18.68 | 18.79 | -1.76 | 13.15 | 16.95 | 6.74 | 14.87 | 14.03 | 8.82 | 14.64 | 14.30 | -2.90 | -0.63 |
| Sharpe Ratio | NA | 0.71 | 0.35 | 0.63 | 0.67 | NA | NA | … | … | 0.07 | 0.57 | 1.28 | -0.40 | 0.93 | 1.05 | 2.45 | -0.59 | 2.31 | 1.15 | 0.15 | 0.94 | 2.61 | 2.18 | -0.12 | 1.33 | 1.77 | 1.73 | 1.17 | 1.45 | 1.04 | 1.86 | 1.86 | -0.86 | -0.54 |
| Standard Deviation(%) | NA | 9.98 | 11.38 | 13.29 | 11.01 | NA | NA | … | … | 12.58 | 9.98 | 9.34 | 14.23 | 12.45 | 18.36 | 7.07 | 10.68 | 4.88 | 8.24 | 8.73 | 7.80 | 7.16 | 8.60 | 14.83 | 9.83 | 9.52 | 3.36 | 10.12 | 7.42 | 6.42 | 7.36 | 7.31 | 4.64 | 5.44 |
| Draw Down(%) | NA | 5.95 | 14.07 | 20.57 | 20.57 | NA | NA | … | … | 1.04 | 5.95 | 7.35 | 14.27 | 5.91 | 20.57 | 4.24 | 16.02 | 2.72 | 6.85 | 8.54 | 6.07 | 4.25 | 5.98 | 15.46 | 8.23 | 4.60 | 2.14 | 6.94 | 8.43 | 4.96 | 7.07 | 6.35 | 5.59 | 7.06 |
| Yield(%) | NA | 6.92 | 5.24 | 5.56 | 4.88 | NA | NA | … | … | NA | 3.33 | 5.25 | 3.45 | 4.07 | 10.28 | 2.97 | 4.65 | 3.04 | 3.51 | 4.25 | 5.86 | 3.60 | 3.92 | 7.54 | 4.21 | 4.02 | 4.13 | 11.74 | 7.35 | 4.33 | 4.83 | 2.58 | 2.49 | 1.40 |
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 |
|---|---|---|---|---|
| CONSOL Energy Inc. Investment Plan for Salaried Employees Tactical Asset Allocation Moderate |
2.85%
Mar 2017 – Mar 2020 |
3.73%
Mar 2015 – Mar 2020 |
7.09%
Mar 2010 – Mar 2020 |
8.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONSOL Energy Inc. Investment Plan for Salaried Employees Tactical Asset Allocation Moderate |
16.58%
Dec 2018 – Dec 2021 |
14.36%
Apr 2005 – Apr 2010 |
13.22%
Jul 2003 – Jul 2013 |
11.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart