Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN Tactical Asset Allocation Moderate | NA | 3.78% | 2.54% | 3.56% | 3.60% | 6.48% | 6.87% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.50 | 3.78 | 2.54 | 3.56 | 3.60 | 6.48 | 6.87 | … | … | 1.18 | 15.73 | -12.50 | 4.94 | 14.89 | 9.00 | -3.22 | 15.47 | 4.66 | -3.44 | 0.84 | 15.52 | 8.41 | 0.02 | 11.61 | 32.39 | -4.31 | 13.40 | 11.90 | 6.02 | 9.12 | 20.75 | 4.06 | 6.97 |
| Sharpe Ratio | NA | 0.84 | 0.04 | 0.49 | 0.48 | NA | NA | … | … | 0.11 | 1.48 | -1.48 | 0.49 | 1.58 | 1.40 | -0.59 | 3.12 | 0.97 | -0.56 | 0.14 | 2.28 | 2.48 | 0.00 | 1.15 | 3.68 | -0.99 | 0.77 | 0.83 | 0.62 | 1.12 | 3.68 | 0.75 | 1.14 |
| Standard Deviation(%) | NA | 7.80 | 9.04 | 8.59 | 7.36 | NA | NA | … | … | 8.00 | 7.77 | 9.40 | 10.06 | 9.26 | 5.43 | 7.68 | 4.75 | 4.60 | 6.23 | 5.94 | 6.78 | 3.38 | 7.48 | 10.06 | 8.79 | 5.30 | 13.51 | 10.38 | 6.17 | 7.33 | 5.45 | 3.95 | 4.08 |
| Draw Down(%) | NA | 6.42 | 14.89 | 14.89 | 14.89 | NA | NA | … | … | 1.81 | 6.42 | 13.21 | 7.27 | 10.69 | 3.92 | 9.45 | 2.16 | 4.68 | 7.97 | 5.84 | 4.54 | 3.04 | 7.01 | 8.57 | 4.02 | 6.43 | 10.43 | 14.09 | 4.63 | 6.99 | 2.92 | 4.45 | 2.76 |
| Yield(%) | NA | 4.16 | 3.91 | 4.00 | 3.81 | NA | NA | … | … | 0.01 | 4.46 | 1.64 | 5.91 | 5.36 | 3.03 | 3.00 | 3.04 | 2.81 | 5.34 | 3.96 | 5.50 | 5.03 | 2.30 | 5.15 | 4.91 | 2.34 | 4.72 | 4.44 | 2.36 | 4.25 | 3.78 | 5.29 | 6.92 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN Tactical Asset Allocation Moderate |
0.57%
Nov 2013 – Nov 2016 |
2.16%
Dec 2017 – Dec 2022 |
3.60%
Oct 2013 – Oct 2023 |
5.37%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN Tactical Asset Allocation Moderate |
15.03%
Feb 2009 – Feb 2012 |
14.22%
Oct 2002 – Oct 2007 |
11.17%
Apr 2001 – Apr 2011 |
9.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart