Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPL EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 4.06% | 2.96% | 3.11% | 3.15% | 4.74% | 5.36% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPL EMPLOYEE STOCK OWNERSHIP 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 (%) | -0.83 | 4.06 | 2.96 | 3.11 | 3.15 | 4.74 | 5.36 | … | … | 0.72 | 14.42 | -14.05 | 8.79 | 13.95 | 7.18 | -2.43 | 11.48 | 2.72 | -0.02 | 0.16 | 15.68 | 7.52 | -2.01 | 5.35 | 12.19 | 0.98 | 9.71 | 11.66 | 5.50 | 7.76 | 14.60 | 2.05 | 5.97 |
| Sharpe Ratio | NA | 0.56 | 0.05 | 0.47 | 0.45 | NA | NA | … | … | 0.05 | 1.22 | -1.54 | 1.02 | 1.66 | 1.39 | -0.51 | 2.48 | 0.57 | -0.01 | 0.03 | 2.41 | 1.33 | -0.22 | 0.51 | 1.56 | 0.01 | 0.75 | 1.25 | 0.63 | 0.93 | 2.35 | 0.23 | 0.86 |
| Standard Deviation(%) | NA | 8.15 | 8.98 | 8.17 | 6.93 | NA | NA | … | … | 8.33 | 8.36 | 9.99 | 8.59 | 8.27 | 4.15 | 7.28 | 4.37 | 4.42 | 5.03 | 5.55 | 6.49 | 5.62 | 9.28 | 10.40 | 7.76 | 4.09 | 9.00 | 6.71 | 5.26 | 7.35 | 5.91 | 4.17 | 4.25 |
| Draw Down(%) | NA | 7.75 | 16.95 | 16.95 | 16.95 | NA | NA | … | … | 1.81 | 7.75 | 14.91 | 4.78 | 6.89 | 3.20 | 8.29 | 1.29 | 3.79 | 4.63 | 5.85 | 4.77 | 5.29 | 9.99 | 9.36 | 4.13 | 5.07 | 7.03 | 7.71 | 3.71 | 6.69 | 3.45 | 5.15 | 3.70 |
| Yield(%) | NA | 2.58 | 2.92 | 2.72 | 1.98 | NA | NA | … | … | 0.01 | 2.72 | 2.57 | 3.54 | 2.82 | 2.11 | 1.70 | 0.11 | 1.58 | 1.21 | 1.61 | 2.57 | 2.86 | 1.86 | 2.54 | 3.49 | 3.33 | 7.94 | 4.83 | 3.15 | 3.41 | 3.04 | 4.85 | 4.92 |
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 |
|---|---|---|---|---|
| PPL EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
0.95%
Dec 2013 – Dec 2016 |
2.19%
Dec 2017 – Dec 2022 |
3.15%
Oct 2013 – Oct 2023 |
4.10%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPL EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
11.74%
Oct 2004 – Oct 2007 |
10.50%
Oct 2002 – Oct 2007 |
8.10%
Apr 2001 – Apr 2011 |
7.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart