Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Dominion Resources Savings Plan Tactical Asset Allocation Moderate | NA | 28.18% | 11.01% | 12.17% | 5.60% | 6.07% | 6.36% | … | … |
Data as of 08/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Dominion Resources Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/13/2024 |
| 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 (%) | 0.49 | 28.18 | 11.01 | 12.17 | 5.60 | 6.07 | 6.36 | … | … | 24.74 | 24.63 | -10.59 | 18.49 | 12.56 | 4.75 | -3.11 | 0.26 | 1.27 | -2.42 | -0.89 | 14.26 | 6.39 | 0.96 | 4.54 | 10.07 | 2.48 | 6.31 | 13.82 | 3.74 | 13.11 | 11.04 | 3.12 | 1.66 |
| Sharpe Ratio | NA | 4.30 | 0.78 | 1.15 | 0.66 | NA | NA | … | … | 2.89 | 2.38 | -0.81 | 2.17 | 1.60 | 1.30 | -0.62 | -0.10 | 0.27 | -0.46 | -0.14 | 2.23 | 1.17 | 0.10 | 0.38 | 1.19 | 0.52 | 0.37 | 1.75 | 0.25 | 2.34 | 2.77 | 0.63 | -0.19 |
| Standard Deviation(%) | NA | 6.68 | 10.73 | 9.59 | 7.61 | NA | NA | … | … | 6.46 | 8.56 | 14.74 | 8.49 | 7.68 | 2.58 | 7.18 | 3.71 | 4.01 | 5.33 | 6.39 | 6.39 | 5.43 | 9.03 | 11.61 | 8.40 | 2.96 | 8.88 | 6.01 | 6.33 | 5.19 | 3.74 | 3.20 | 3.42 |
| Draw Down(%) | NA | 2.82 | 16.68 | 16.68 | 16.68 | NA | NA | … | … | 2.82 | 5.03 | 16.68 | 4.11 | 6.15 | 1.71 | 7.89 | 3.30 | 2.83 | 6.40 | 7.85 | 5.97 | 4.44 | 9.22 | 8.67 | 4.75 | 1.77 | 5.48 | 3.76 | 4.11 | 4.75 | 2.24 | 4.59 | 2.59 |
| Yield(%) | NA | 15.54 | 10.06 | 7.99 | 5.83 | NA | NA | … | … | 5.04 | 14.51 | 8.30 | 1.69 | 7.31 | 2.79 | 7.42 | 0.72 | 3.26 | 4.49 | 2.12 | 11.93 | 2.23 | 1.47 | 2.02 | 2.63 | 3.12 | 1.95 | 5.48 | 5.37 | 3.06 | 2.12 | 2.21 | 3.69 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| Dominion Resources Savings Plan Tactical Asset Allocation Moderate |
-1.76%
Jun 2014 – Jun 2017 |
-0.99%
Dec 2013 – Dec 2018 |
2.04%
Apr 2010 – Apr 2020 |
3.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dominion Resources Savings Plan Tactical Asset Allocation Moderate |
13.04%
Sep 2021 – Sep 2024 |
12.89%
Oct 2019 – Oct 2024 |
7.78%
Apr 2003 – Apr 2013 |
6.19%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart