Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUESTAR CORPORATION EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 20.16% | 0.58% | 3.76% | 3.62% | 5.30% | 6.47% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUESTAR CORPORATION EMPLOYEE INVESTMENT 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 (%) | -1.23 | 20.16 | 0.58 | 3.76 | 3.62 | 5.30 | 6.47 | … | … | 0.24 | 3.84 | 7.41 | -11.72 | 1.37 | 11.87 | 10.96 | -3.45 | 9.47 | 3.25 | -1.30 | 2.39 | 10.84 | 10.54 | 1.68 | 13.26 | 25.55 | -4.04 | 10.87 | 18.95 | 3.76 | 9.44 | 22.15 | 6.93 | 7.17 |
| Sharpe Ratio | NA | -0.18 | -0.44 | -0.02 | 0.17 | NA | NA | … | … | 0.04 | -0.28 | 0.40 | -1.37 | 0.15 | 1.40 | 2.00 | -0.66 | 1.76 | 0.76 | -0.28 | 0.46 | 1.53 | 2.41 | 0.16 | 1.13 | 2.58 | -1.08 | 0.81 | 2.05 | 0.22 | 1.07 | 4.32 | 1.28 | 1.28 |
| Standard Deviation(%) | NA | 9.88 | 9.16 | 8.95 | 7.35 | NA | NA | … | … | 4.88 | 9.93 | 7.88 | 9.56 | 8.89 | 8.30 | 4.79 | 7.20 | 5.01 | 4.03 | 4.81 | 5.19 | 7.07 | 4.36 | 10.40 | 11.71 | 9.87 | 4.61 | 9.70 | 7.64 | 7.36 | 7.96 | 4.96 | 4.54 | 3.80 |
| Draw Down(%) | NA | 9.91 | 13.01 | 16.68 | 16.68 | NA | NA | … | … | 0.39 | 9.91 | 8.42 | 13.13 | 6.28 | 10.60 | 3.32 | 9.00 | 4.49 | 3.22 | 4.77 | 5.03 | 7.21 | 3.45 | 10.57 | 8.25 | 4.76 | 8.02 | 6.89 | 6.11 | 4.88 | 10.00 | 2.05 | 5.74 | 2.51 |
| Yield(%) | NA | 3.30 | 2.50 | 3.20 | 3.46 | NA | NA | … | … | NA | 0.73 | 3.11 | 2.46 | 1.10 | 5.45 | 3.75 | 3.59 | 0.26 | 5.34 | 5.15 | 4.10 | 3.91 | 5.98 | 3.18 | 6.34 | 5.96 | 2.86 | 6.48 | 5.88 | 4.40 | 4.76 | 5.60 | 5.70 | 7.16 |
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 |
|---|---|---|---|---|
| QUESTAR CORPORATION EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.72%
Apr 2021 – Apr 2024 |
1.05%
Sep 2018 – Sep 2023 |
2.18%
Oct 2013 – Oct 2023 |
4.48%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUESTAR CORPORATION EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate |
14.63%
Feb 2009 – Feb 2012 |
13.63%
Oct 2002 – Oct 2007 |
11.92%
Apr 2001 – Apr 2011 |
9.17%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart