Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCANA CORPORATION STOCK PURCHASE-SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.58% | 3.71% | 9.90% | 7.74% | 9.23% | 10.04% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCANA CORPORATION STOCK PURCHASE-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 (%) | -0.92 | 21.58 | 3.71 | 9.90 | 7.74 | 9.23 | 10.04 | … | … | 0.49 | 7.58 | 13.83 | -9.56 | 12.36 | 22.56 | 17.92 | -5.96 | 12.11 | 10.62 | -1.89 | 7.33 | 17.25 | 14.57 | 1.95 | 17.77 | 20.98 | 3.02 | 11.75 | 13.85 | 10.80 | 14.60 | 15.38 | -1.60 | 8.65 |
| Sharpe Ratio | NA | 0.20 | 0.02 | 0.48 | 0.54 | NA | NA | … | … | 0.05 | 0.11 | 1.10 | -0.82 | 1.08 | 1.13 | 2.49 | -0.72 | 2.38 | 1.12 | -0.21 | 1.02 | 2.19 | 1.80 | 0.12 | 1.58 | 2.09 | 0.35 | 0.92 | 1.44 | 1.33 | 1.55 | 1.61 | -0.39 | 1.17 |
| Standard Deviation(%) | NA | 9.14 | 10.56 | 13.09 | 10.91 | NA | NA | … | … | 8.32 | 9.16 | 8.72 | 13.26 | 11.46 | 19.69 | 6.63 | 10.16 | 4.82 | 9.30 | 8.94 | 7.19 | 7.87 | 8.05 | 15.74 | 11.19 | 9.99 | 5.96 | 9.47 | 7.33 | 6.49 | 8.82 | 9.15 | 6.94 | 5.43 |
| Draw Down(%) | NA | 5.76 | 15.25 | 23.12 | 23.12 | NA | NA | … | … | 0.53 | 5.76 | 7.41 | 16.46 | 5.39 | 23.12 | 3.26 | 14.37 | 2.32 | 6.94 | 10.35 | 4.96 | 5.24 | 5.54 | 15.16 | 8.85 | 4.61 | 5.01 | 6.70 | 8.23 | 3.97 | 7.61 | 6.45 | 8.28 | 4.10 |
| Yield(%) | NA | 4.81 | 4.46 | 4.57 | 5.11 | NA | NA | … | … | NA | 1.21 | 4.98 | 3.62 | 4.35 | 5.16 | 5.15 | 6.64 | 4.51 | 2.82 | 7.09 | 7.27 | 4.80 | 5.84 | 2.38 | 3.80 | 5.37 | 9.12 | 6.54 | 6.37 | 5.37 | 3.96 | 3.04 | 5.55 | 8.82 |
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 |
|---|---|---|---|---|
| SCANA CORPORATION STOCK PURCHASE-SAVINGS PLAN Tactical Asset Allocation Moderate |
1.87%
Mar 2017 – Mar 2020 |
2.66%
Mar 2015 – Mar 2020 |
6.62%
Oct 2013 – Oct 2023 |
8.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCANA CORPORATION STOCK PURCHASE-SAVINGS PLAN Tactical Asset Allocation Moderate |
17.54%
Dec 2018 – Dec 2021 |
14.82%
Nov 2008 – Nov 2013 |
13.17%
Apr 2003 – Apr 2013 |
11.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart