Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY NEW ENGLAND UNION SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.60% | 8.07% | 7.04% | 5.28% | 5.99% | 6.67% | … | … |
Data as of 10/29/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOMINION ENERGY NEW ENGLAND UNION SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 18.60 | 8.07 | 7.04 | 5.28 | 5.99 | 6.67 | … | … | 4.50 | 13.68 | 7.50 | -2.98 | 11.05 | 4.50 | -3.55 | -0.77 | 15.14 | 5.68 | 0.49 | 11.61 | 13.54 | -0.99 | 8.16 | 21.45 | 4.34 | 10.82 | 15.76 | -1.58 | 2.43 |
| Sharpe Ratio | NA | 0.53 | 1.13 | 0.87 | 0.79 | NA | NA | … | … | 0.53 | 1.67 | 1.67 | -0.58 | 2.20 | 1.02 | -0.77 | -0.13 | 2.15 | 0.98 | 0.05 | 0.83 | 1.57 | -0.50 | 0.49 | 2.32 | 0.34 | 1.29 | 2.93 | -0.66 | 0.03 |
| Standard Deviation(%) | NA | 8.45 | 7.06 | 6.74 | 6.21 | NA | NA | … | … | 8.45 | 8.06 | 3.65 | 7.41 | 4.75 | 4.21 | 4.66 | 6.11 | 7.03 | 5.74 | 9.00 | 13.91 | 8.57 | 3.81 | 10.50 | 7.85 | 6.42 | 7.63 | 5.14 | 4.08 | 4.12 |
| Draw Down(%) | NA | 4.81 | 8.98 | 8.98 | 8.98 | NA | NA | … | … | 4.81 | 8.98 | 3.56 | 8.82 | 1.40 | 3.20 | 6.41 | 5.73 | 4.27 | 5.26 | 8.07 | 10.24 | 4.71 | 6.74 | 7.23 | 6.20 | 5.08 | 8.82 | 2.17 | 8.46 | 3.75 |
| Yield(%) | NA | 1.92 | 2.70 | 2.36 | 2.00 | NA | NA | … | … | 1.93 | 1.77 | 4.40 | 3.42 | 0.24 | 2.10 | 1.25 | 1.91 | 1.35 | 1.62 | 1.23 | 2.26 | 2.88 | 2.83 | 2.71 | 9.05 | 10.76 | 4.13 | 2.02 | 0.91 | 4.06 |
Data as of 10/29/2021, 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 |
|---|---|---|---|---|
| DOMINION ENERGY NEW ENGLAND UNION SAVINGS PLAN Tactical Asset Allocation Moderate |
0.00%
Dec 2013 – Dec 2016 |
1.49%
Aug 2014 – Aug 2019 |
3.42%
Apr 2010 – Apr 2020 |
5.54%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOMINION ENERGY NEW ENGLAND UNION SAVINGS PLAN Tactical Asset Allocation Moderate |
14.64%
Oct 2004 – Oct 2007 |
12.68%
Oct 2002 – Oct 2007 |
9.36%
Apr 2003 – Apr 2013 |
7.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart