Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 20.75% | 2.39% | 6.48% | 6.10% | 7.77% | 7.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE SOUTHERN COMPANY EMPLOYEE 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 (%) | -0.96 | 20.75 | 2.39 | 6.48 | 6.10 | 7.77 | 7.88 | … | … | 0.47 | 11.14 | 13.72 | -13.03 | 13.35 | 7.67 | 21.19 | -7.61 | 11.58 | 10.38 | -2.11 | 8.47 | 16.32 | 12.67 | 3.93 | 12.46 | 11.26 | 1.11 | 6.62 | 13.25 | 7.20 | 12.38 | 26.12 | -8.42 | -6.56 |
| Sharpe Ratio | NA | 0.62 | -0.01 | 0.27 | 0.41 | NA | NA | … | … | 0.05 | 0.47 | 1.12 | -0.92 | 1.26 | 0.38 | 3.00 | -0.95 | 2.27 | 1.17 | -0.25 | 1.12 | 2.17 | 1.41 | 0.25 | 1.22 | 1.17 | 0.04 | 0.35 | 1.36 | 0.73 | 1.32 | 2.71 | -1.52 | -1.53 |
| Standard Deviation(%) | NA | 9.64 | 11.68 | 13.50 | 11.02 | NA | NA | … | … | 8.99 | 9.72 | 8.47 | 15.64 | 10.61 | 19.64 | 6.60 | 9.43 | 4.82 | 8.69 | 8.67 | 7.53 | 7.52 | 8.93 | 15.42 | 10.19 | 9.55 | 5.37 | 10.32 | 7.35 | 6.89 | 8.67 | 9.37 | 6.27 | 5.78 |
| Draw Down(%) | NA | 5.39 | 16.85 | 24.37 | 24.37 | NA | NA | … | … | 0.63 | 5.39 | 7.93 | 18.08 | 5.46 | 24.37 | 3.26 | 13.81 | 2.17 | 6.94 | 8.93 | 5.47 | 4.87 | 6.49 | 13.07 | 7.92 | 5.87 | 6.22 | 6.73 | 7.93 | 4.27 | 7.25 | 8.73 | 10.59 | 10.80 |
| Yield(%) | NA | 2.19 | 2.07 | 2.09 | 2.24 | NA | NA | … | … | NA | 1.35 | 2.38 | 1.60 | 1.65 | 2.18 | 2.97 | 2.07 | 2.30 | 2.12 | 2.50 | 2.15 | 1.89 | 2.68 | 2.32 | 1.43 | 1.24 | 0.30 | 1.66 | 2.59 | 2.08 | 1.29 | 2.52 | 2.00 | 1.69 |
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 |
|---|---|---|---|---|
| THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
1.19%
Mar 2017 – Mar 2020 |
2.35%
Mar 2015 – Mar 2020 |
4.97%
Oct 2013 – Oct 2023 |
6.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
18.56%
Mar 2003 – Mar 2006 |
13.91%
Mar 2003 – Mar 2008 |
11.55%
Mar 2003 – Mar 2013 |
10.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart