Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vegetation and Utility Services Employee 401(k) Plan Tactical Asset Allocation Moderate | NA | -4.78% | -3.73% | 1.28% | 3.27% | 5.60% | NA | … | … |
Data as of 07/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vegetation and Utility Services Employee 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | -4.78 | -3.73 | 1.28 | 3.27 | 5.60 | NA | … | … | -1.33 | -1.76 | -4.85 | 0.46 | 11.59 | 7.92 | 2.13 | 7.02 | 18.64 | -3.66 | 5.87 | 12.22 | 2.01 | 9.34 | 19.61 | 0.93 | 4.54 |
| Sharpe Ratio | NA | -0.59 | -0.48 | 0.16 | 0.40 | NA | NA | … | … | -0.31 | -0.40 | -0.77 | 0.09 | 1.71 | 1.76 | 0.27 | 0.73 | 2.85 | -1.29 | 0.29 | 1.08 | -0.03 | 1.07 | 3.85 | -0.04 | 0.61 |
| Standard Deviation(%) | NA | 5.72 | 5.59 | 5.71 | 6.43 | NA | NA | … | … | 5.86 | 4.91 | 6.36 | 4.67 | 6.76 | 4.46 | 7.89 | 9.53 | 6.51 | 3.54 | 9.97 | 8.23 | 6.04 | 7.85 | 4.92 | 3.85 | 3.64 |
| Draw Down(%) | NA | 5.45 | 12.19 | 13.34 | 13.34 | NA | NA | … | … | 5.45 | 5.34 | 8.21 | 6.15 | 4.65 | 4.41 | 6.85 | 8.90 | 4.09 | 6.18 | 7.84 | 10.08 | 5.51 | 6.89 | 2.66 | 5.36 | 2.66 |
| Yield(%) | NA | 0.66 | 2.51 | 3.17 | 3.10 | NA | NA | … | … | 0.61 | 1.78 | 3.63 | 2.85 | 6.15 | 4.00 | 1.91 | 2.55 | 3.99 | 2.10 | 4.44 | 6.44 | 3.13 | 4.06 | 3.83 | 3.63 | 5.37 |
Data as of 07/31/2017, 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 |
|---|---|---|---|---|
| Vegetation and Utility Services Employee 401(k) Plan Tactical Asset Allocation Moderate |
-4.34%
Aug 2014 – Aug 2017 |
0.89%
Sep 2012 – Sep 2017 |
2.98%
Sep 2007 – Sep 2017 |
5.49%
Aug 2002 – Aug 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vegetation and Utility Services Employee 401(k) Plan Tactical Asset Allocation Moderate |
11.81%
Apr 2003 – Apr 2006 |
11.31%
Oct 2002 – Oct 2007 |
8.04%
Apr 2001 – Apr 2011 |
5.88%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison Chart