Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 21.39% | 1.84% | 7.09% | 4.76% | 5.06% | 6.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE UNITIL CORPORATION TAX DEFERRED SAVINGS AND 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 (%) | -1.13 | 21.39 | 1.84 | 7.09 | 4.76 | 5.06 | 6.37 | … | … | 0.46 | 9.53 | 10.43 | -22.06 | 25.32 | 14.50 | 9.23 | -3.88 | 8.12 | 4.02 | -1.55 | -1.01 | 11.56 | 10.25 | 0.09 | 2.11 | 23.54 | -1.14 | 11.62 | 11.65 | 7.16 | 11.26 | 18.49 | 3.20 | 8.89 |
| Sharpe Ratio | NA | 0.40 | -0.33 | 0.38 | 0.38 | NA | NA | … | … | 0.06 | 0.28 | 0.85 | -2.02 | 2.25 | 1.68 | 1.99 | -0.71 | 1.55 | 0.84 | -0.32 | -0.17 | 1.69 | 2.05 | 0.01 | 0.21 | 2.86 | -0.32 | 0.96 | 1.18 | 0.91 | 1.46 | 3.16 | 0.40 | 1.26 |
| Standard Deviation(%) | NA | 10.28 | 9.14 | 9.97 | 7.96 | NA | NA | … | … | 7.04 | 10.32 | 7.29 | 11.58 | 11.25 | 8.50 | 3.93 | 7.35 | 4.84 | 4.54 | 5.00 | 6.03 | 6.83 | 4.97 | 8.58 | 9.73 | 8.19 | 6.55 | 9.03 | 7.11 | 5.48 | 7.05 | 5.63 | 5.26 | 5.20 |
| Draw Down(%) | NA | 7.26 | 16.24 | 22.63 | 22.63 | NA | NA | … | … | 0.51 | 7.26 | 6.64 | 22.63 | 4.35 | 10.52 | 2.02 | 9.34 | 3.79 | 3.56 | 4.58 | 6.04 | 6.26 | 4.65 | 8.44 | 9.60 | 4.87 | 6.90 | 6.64 | 7.74 | 4.00 | 6.67 | 3.85 | 6.17 | 4.10 |
| Yield(%) | NA | 3.42 | 7.07 | 7.04 | 5.51 | NA | NA | … | … | NA | 0.72 | 3.27 | 3.02 | 15.36 | 5.02 | 9.87 | 3.02 | 0.59 | 3.31 | 5.74 | 6.98 | 5.49 | 5.23 | 3.13 | 4.92 | 5.73 | 4.07 | 5.62 | 6.20 | 6.17 | 3.92 | 4.37 | 7.16 | 9.13 |
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 UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.95%
Dec 2021 – Dec 2024 |
1.05%
Dec 2013 – Dec 2018 |
3.04%
Oct 2013 – Oct 2023 |
4.58%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.16%
Dec 2018 – Dec 2021 |
13.04%
Oct 2002 – Oct 2007 |
10.02%
Apr 2001 – Apr 2011 |
7.87%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart