Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGL Resources Inc. Retirement Savings Plus Plan Tactical Asset Allocation Moderate | NA | 20.52% | 1.62% | 5.13% | 3.91% | 4.64% | 6.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGL Resources Inc. Retirement Savings Plus 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 (%) | -1.04 | 20.52 | 1.62 | 5.13 | 3.91 | 4.64 | 6.06 | … | … | 0.57 | 6.63 | 12.57 | -13.16 | 4.16 | 12.93 | 11.62 | -4.22 | 9.21 | 4.48 | -4.28 | 0.93 | 15.22 | 4.84 | -2.63 | 7.35 | 24.39 | -4.01 | 13.42 | 11.68 | 7.10 | 10.85 | 20.13 | 0.97 | 5.81 |
| Sharpe Ratio | NA | 0.15 | -0.20 | 0.19 | 0.26 | NA | NA | … | … | 0.07 | 0.00 | 0.98 | -1.46 | 0.43 | 1.25 | 1.97 | -0.73 | 1.62 | 0.75 | -0.74 | 0.15 | 2.13 | 0.84 | -0.31 | 0.69 | 2.88 | -1.03 | 1.15 | 1.12 | 0.86 | 1.43 | 3.58 | -0.03 | 0.69 |
| Standard Deviation(%) | NA | 9.52 | 9.35 | 9.60 | 8.00 | NA | NA | … | … | 7.83 | 9.56 | 8.48 | 9.95 | 9.72 | 10.15 | 5.20 | 7.57 | 5.30 | 5.68 | 5.85 | 6.15 | 7.13 | 5.69 | 8.49 | 10.56 | 8.44 | 4.80 | 9.08 | 7.51 | 5.70 | 6.93 | 5.44 | 4.02 | 5.09 |
| Draw Down(%) | NA | 7.11 | 13.12 | 16.60 | 16.60 | NA | NA | … | … | 0.44 | 7.06 | 7.42 | 13.89 | 5.84 | 15.45 | 3.56 | 10.41 | 5.73 | 3.86 | 8.99 | 5.74 | 6.11 | 6.09 | 9.29 | 8.89 | 3.59 | 8.06 | 6.75 | 9.13 | 5.46 | 7.15 | 2.98 | 5.62 | 4.69 |
| Yield(%) | NA | 4.05 | 4.43 | 4.59 | 3.93 | NA | NA | … | … | NA | 0.78 | 4.04 | 3.66 | 4.76 | 5.46 | 4.89 | 4.17 | 0.22 | 5.96 | 2.21 | 3.60 | 2.57 | 5.70 | 2.27 | 2.89 | 5.29 | 2.81 | 6.14 | 4.84 | 4.05 | 2.48 | 3.37 | 5.13 | 6.37 |
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 |
|---|---|---|---|---|
| AGL Resources Inc. Retirement Savings Plus Plan Tactical Asset Allocation Moderate |
0.24%
Mar 2017 – Mar 2020 |
0.87%
Mar 2015 – Mar 2020 |
2.46%
Oct 2013 – Oct 2023 |
4.05%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGL Resources Inc. Retirement Savings Plus Plan Tactical Asset Allocation Moderate |
13.93%
Apr 2003 – Apr 2006 |
13.38%
Oct 2002 – Oct 2007 |
9.97%
Apr 2001 – Apr 2011 |
8.09%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart