Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MidAmerican Energy Company Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 32.06% | 13.47% | 14.97% | 9.19% | 8.62% | 8.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MidAmerican Energy Company Retirement 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 (%) | -0.49 | 32.06 | 13.47 | 14.97 | 9.19 | 8.62 | 8.72 | … | … | 0.68 | 23.60 | 27.62 | -4.89 | 18.45 | 14.40 | 12.18 | -1.67 | 6.41 | 5.42 | -0.24 | -3.18 | 20.78 | 8.25 | 1.53 | 6.03 | 18.71 | -3.00 | 10.18 | 13.35 | 4.22 | 11.30 | 21.51 | 2.89 | 8.08 |
| Sharpe Ratio | NA | 2.89 | 1.17 | 1.41 | 1.05 | NA | NA | … | … | 0.10 | 2.74 | 3.43 | -0.47 | 2.31 | 1.49 | 2.09 | -0.38 | 1.10 | 0.99 | -0.05 | -0.45 | 2.63 | 1.67 | 0.19 | 0.58 | 2.13 | -0.93 | 0.77 | 1.30 | 0.33 | 1.42 | 3.20 | 0.34 | 1.16 |
| Standard Deviation(%) | NA | 6.19 | 9.32 | 9.10 | 7.67 | NA | NA | … | … | 5.92 | 6.22 | 6.81 | 13.22 | 7.96 | 9.49 | 5.17 | 7.83 | 5.28 | 5.28 | 5.51 | 7.04 | 7.90 | 4.90 | 8.08 | 10.18 | 8.73 | 4.20 | 9.32 | 7.74 | 6.27 | 7.32 | 6.51 | 5.20 | 4.99 |
| Draw Down(%) | NA | 3.67 | 13.23 | 13.47 | 13.47 | NA | NA | … | … | 0.33 | 3.67 | 2.72 | 13.31 | 3.74 | 11.71 | 3.20 | 8.44 | 3.60 | 3.00 | 5.13 | 5.69 | 5.23 | 3.24 | 6.59 | 9.25 | 4.65 | 6.59 | 6.00 | 8.96 | 5.14 | 6.39 | 3.68 | 5.95 | 3.98 |
| Yield(%) | NA | 16.63 | 10.15 | 7.85 | 5.84 | NA | NA | … | … | NA | 5.49 | 15.67 | 6.79 | 1.99 | 5.27 | 3.99 | 4.37 | 0.32 | 2.37 | 8.06 | 3.77 | 3.59 | 3.41 | 3.25 | 1.80 | 5.25 | 2.66 | 3.76 | 3.71 | 4.14 | 3.65 | 3.04 | 6.84 | 8.23 |
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 |
|---|---|---|---|---|
| MidAmerican Energy Company Retirement Savings Plan Tactical Asset Allocation Moderate |
0.60%
Dec 2013 – Dec 2016 |
1.27%
Dec 2013 – Dec 2018 |
4.45%
Mar 2010 – Mar 2020 |
5.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MidAmerican Energy Company Retirement Savings Plan Tactical Asset Allocation Moderate |
15.55%
Oct 2020 – Oct 2023 |
15.64%
Nov 2019 – Nov 2024 |
9.71%
Apr 2001 – Apr 2011 |
8.85%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart