Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| National Grid USA Companies’ Incentive Thrift Plan I Tactical Asset Allocation Moderate | NA | 35.87% | 11.60% | 9.65% | 7.75% | 7.31% | 7.56% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| National Grid USA Companies’ Incentive Thrift Plan I 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 (%) | -0.39 | 35.87 | 11.60 | 9.65 | 7.75 | 7.31 | 7.56 | … | … | 0.99 | 23.89 | 30.17 | -11.63 | 4.92 | 7.49 | 8.77 | 0.29 | 14.52 | 3.88 | 0.18 | 3.23 | 12.99 | 8.90 | -4.21 | 9.31 | 17.44 | -1.18 | 11.01 | 11.11 | 5.26 | 6.68 | 18.29 | 6.41 | 7.99 |
| Sharpe Ratio | NA | 2.43 | 0.95 | 0.71 | 0.71 | NA | NA | … | … | 0.13 | 2.23 | 3.73 | -0.91 | 0.48 | 0.59 | 1.66 | -0.13 | 2.68 | 0.75 | 0.03 | 0.52 | 1.94 | 1.55 | -0.49 | 0.90 | 2.08 | -0.34 | 0.82 | 1.00 | 0.56 | 0.81 | 2.99 | 1.16 | 1.10 |
| Standard Deviation(%) | NA | 7.71 | 10.24 | 10.66 | 8.60 | NA | NA | … | … | 7.05 | 7.74 | 6.94 | 14.35 | 10.10 | 12.24 | 4.45 | 8.09 | 5.19 | 4.89 | 5.89 | 6.17 | 6.68 | 5.69 | 8.62 | 10.22 | 8.33 | 6.24 | 9.78 | 7.84 | 5.49 | 7.13 | 5.88 | 4.57 | 5.15 |
| Draw Down(%) | NA | 4.24 | 17.38 | 21.22 | 21.22 | NA | NA | … | … | 0.46 | 4.24 | 2.68 | 19.05 | 6.02 | 14.72 | 3.04 | 6.57 | 2.39 | 4.11 | 5.55 | 5.88 | 4.62 | 4.85 | 10.63 | 8.32 | 4.14 | 9.65 | 6.74 | 9.46 | 4.40 | 6.90 | 3.46 | 3.78 | 3.88 |
| Yield(%) | NA | 19.68 | 13.64 | 9.58 | 5.93 | NA | NA | … | … | NA | 6.01 | 18.98 | 7.98 | 6.77 | 5.00 | 2.23 | 2.26 | 0.33 | 2.94 | 2.66 | 2.98 | 2.12 | 3.49 | 2.21 | 3.86 | 5.05 | 4.16 | 5.61 | 5.56 | 3.09 | 3.61 | 4.08 | 6.45 | 8.09 |
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 |
|---|---|---|---|---|
| National Grid USA Companies’ Incentive Thrift Plan I Tactical Asset Allocation Moderate |
-2.58%
Jun 2019 – Jun 2022 |
0.53%
Sep 2017 – Sep 2022 |
3.57%
Sep 2012 – Sep 2022 |
4.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| National Grid USA Companies’ Incentive Thrift Plan I Tactical Asset Allocation Moderate |
13.30%
Nov 2021 – Nov 2024 |
11.48%
Oct 2002 – Oct 2007 |
9.55%
Apr 2001 – Apr 2011 |
7.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart