Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cleco Power LLC 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate | NA | -7.28% | 3.60% | 5.40% | 4.64% | 5.68% | 6.23% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cleco Power LLC 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.26 | -7.28 | 3.60 | 5.40 | 4.64 | 5.68 | 6.23 | … | … | 1.95 | 8.11 | -16.33 | 23.75 | 22.06 | 17.94 | -6.02 | 17.12 | 4.35 | -3.55 | 2.88 | 17.22 | 5.33 | -0.75 | 6.73 | 11.62 | -2.80 | 10.70 | 13.05 | 2.70 | 10.54 | 19.15 | -1.15 | 5.07 |
| Sharpe Ratio | NA | 0.48 | 0.23 | 0.66 | 0.53 | NA | NA | … | … | 0.17 | 0.33 | -1.67 | 1.82 | 1.45 | 1.65 | -0.54 | 2.20 | 0.40 | -0.31 | 0.25 | 2.38 | 0.80 | -0.07 | 0.62 | 1.46 | -1.13 | 0.82 | 1.41 | 0.10 | 1.51 | 4.51 | -0.55 | 1.02 |
| Standard Deviation(%) | NA | 11.87 | 11.65 | 12.22 | 11.55 | NA | NA | … | … | 9.82 | 11.58 | 10.60 | 13.07 | 15.01 | 10.00 | 13.70 | 7.48 | 10.49 | 11.44 | 11.46 | 7.21 | 6.60 | 11.10 | 10.76 | 7.89 | 3.30 | 9.42 | 6.91 | 5.18 | 6.37 | 4.09 | 4.11 | 2.72 |
| Draw Down(%) | NA | 9.75 | 24.41 | 24.41 | 24.41 | NA | NA | … | … | 2.18 | 9.75 | 19.51 | 6.09 | 9.63 | 5.97 | 16.43 | 4.44 | 8.78 | 11.17 | 7.94 | 2.81 | 6.14 | 11.62 | 8.91 | 3.77 | 5.87 | 7.36 | 7.34 | 3.85 | 4.69 | 2.94 | 5.65 | 2.37 |
| Yield(%) | NA | 10.22 | 8.10 | 6.34 | 4.89 | NA | NA | … | … | 0.00 | 10.48 | 1.05 | 13.09 | 3.71 | 3.87 | 5.69 | 0.70 | 2.98 | 3.78 | 4.03 | 5.90 | 1.62 | 0.97 | 4.55 | 1.06 | 1.87 | 9.48 | 8.49 | 4.91 | 4.65 | 4.65 | 4.08 | 5.10 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Cleco Power LLC 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate |
0.09%
Oct 2013 – Oct 2016 |
2.01%
Apr 2011 – Apr 2016 |
4.64%
Oct 2013 – Oct 2023 |
5.41%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cleco Power LLC 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate |
21.23%
Dec 2018 – Dec 2021 |
14.70%
Oct 2016 – Oct 2021 |
9.63%
Dec 2011 – Dec 2021 |
8.20%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart