Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRI Energy, Inc. Savings Plan Tactical Asset Allocation Moderate | NA | 17.82% | -1.26% | 4.39% | 4.53% | 5.91% | 6.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRI Energy, Inc. 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 (%) | -1.13 | 17.82 | -1.26 | 4.39 | 4.53 | 5.91 | 6.29 | … | … | 0.16 | 2.91 | 11.01 | -17.95 | 5.16 | 17.03 | 10.46 | -1.35 | 12.83 | 2.81 | -0.32 | 4.53 | 16.51 | 5.49 | 5.91 | 9.04 | 12.72 | -4.48 | 12.97 | 10.39 | 4.04 | 10.57 | 18.30 | 2.70 | 8.01 |
| Sharpe Ratio | NA | -0.29 | -0.59 | 0.04 | 0.27 | NA | NA | … | … | 0.01 | -0.34 | 0.93 | -2.03 | 0.40 | 2.00 | 2.12 | -0.36 | 2.53 | 0.54 | -0.07 | 0.76 | 2.39 | 0.94 | 0.67 | 0.82 | 1.55 | -1.00 | 1.07 | 0.85 | 0.31 | 1.23 | 2.45 | 0.33 | 1.12 |
| Standard Deviation(%) | NA | 10.73 | 9.30 | 9.93 | 8.00 | NA | NA | … | … | 7.71 | 10.75 | 7.29 | 9.52 | 12.69 | 8.40 | 4.27 | 7.33 | 4.81 | 4.81 | 5.33 | 5.97 | 6.89 | 5.79 | 8.75 | 10.86 | 8.13 | 5.39 | 9.33 | 8.39 | 5.98 | 7.80 | 7.18 | 4.86 | 5.11 |
| Draw Down(%) | NA | 9.73 | 17.55 | 21.83 | 21.83 | NA | NA | … | … | 0.70 | 9.73 | 6.08 | 18.60 | 7.00 | 9.04 | 2.38 | 7.77 | 2.94 | 4.16 | 4.73 | 5.55 | 4.71 | 5.08 | 6.12 | 9.04 | 4.34 | 7.91 | 6.72 | 10.38 | 3.94 | 7.47 | 3.96 | 5.47 | 3.90 |
| Yield(%) | NA | 4.18 | 4.62 | 4.56 | 3.30 | NA | NA | … | … | NA | 0.59 | 4.29 | 3.96 | 5.01 | 4.14 | 5.69 | 2.87 | 0.10 | 1.72 | 1.67 | 3.48 | 5.20 | 3.36 | 3.16 | 4.08 | 4.84 | 3.66 | 8.26 | 5.18 | 2.90 | 3.73 | 3.54 | 5.15 | 7.93 |
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 |
|---|---|---|---|---|
| RRI Energy, Inc. Savings Plan Tactical Asset Allocation Moderate |
-2.61%
Apr 2021 – Apr 2024 |
1.86%
Jan 2018 – Jan 2023 |
3.44%
Oct 2013 – Oct 2023 |
4.84%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRI Energy, Inc. Savings Plan Tactical Asset Allocation Moderate |
13.10%
Apr 2003 – Apr 2006 |
11.92%
Oct 2002 – Oct 2007 |
8.92%
Apr 2003 – Apr 2013 |
8.23%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart