Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENTERPRISES 401K EMPLOYEES` SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 28.74% | 3.55% | 10.99% | 8.35% | 9.81% | 9.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOMINION ENTERPRISES 401K EMPLOYEES` 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 (%) | -1.36 | 28.74 | 3.55 | 10.99 | 8.35 | 9.81 | 9.79 | … | … | 0.30 | 12.19 | 10.98 | -12.39 | 20.28 | 18.64 | 15.99 | -6.62 | 17.14 | 9.52 | -0.32 | 8.11 | 29.43 | 13.94 | -2.11 | 13.90 | 14.84 | 0.88 | 8.38 | 14.32 | 8.21 | 10.05 | 29.59 | -8.41 | -8.18 |
| Sharpe Ratio | NA | 0.52 | 0.00 | 0.46 | 0.48 | NA | NA | … | … | 0.04 | 0.41 | 0.68 | -0.89 | 1.44 | 1.00 | 1.06 | -0.54 | 2.59 | 0.82 | -0.03 | 0.66 | 2.77 | 1.15 | -0.10 | 0.92 | 1.44 | 0.00 | 0.45 | 1.21 | 0.81 | 1.18 | 2.80 | -1.34 | -1.40 |
| Standard Deviation(%) | NA | 13.33 | 13.05 | 14.54 | 13.38 | NA | NA | … | … | 6.17 | 13.51 | 9.83 | 15.42 | 14.10 | 18.47 | 13.73 | 14.82 | 6.39 | 11.35 | 12.85 | 12.18 | 10.63 | 12.07 | 22.37 | 14.96 | 10.24 | 10.36 | 11.99 | 9.13 | 7.42 | 7.74 | 10.31 | 7.12 | 7.49 |
| Draw Down(%) | NA | 8.39 | 16.19 | 19.20 | 19.81 | NA | NA | … | … | 0.48 | 8.29 | 9.56 | 18.13 | 6.04 | 18.84 | 8.28 | 19.81 | 2.25 | 7.50 | 11.19 | 7.29 | 5.24 | 9.64 | 20.30 | 12.71 | 4.72 | 9.51 | 8.13 | 10.28 | 5.26 | 7.08 | 4.74 | 9.79 | 12.11 |
| Yield(%) | NA | 1.91 | 3.82 | 3.90 | 3.73 | NA | NA | … | … | NA | 0.50 | 2.51 | 1.47 | 8.21 | 4.69 | 3.65 | 4.48 | 1.59 | 3.12 | 3.21 | 6.04 | 8.02 | 2.59 | 0.85 | 1.07 | 1.45 | 2.25 | 5.56 | 5.22 | 3.29 | 1.72 | 1.26 | 1.99 | 2.73 |
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 |
|---|---|---|---|---|
| DOMINION ENTERPRISES 401K EMPLOYEES` SAVINGS PLAN Tactical Asset Allocation Moderate |
2.18%
Mar 2017 – Mar 2020 |
3.59%
Mar 2015 – Mar 2020 |
6.83%
Oct 2013 – Oct 2023 |
8.26%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOMINION ENTERPRISES 401K EMPLOYEES` SAVINGS PLAN Tactical Asset Allocation Moderate |
18.29%
Dec 2018 – Dec 2021 |
14.98%
Nov 2008 – Nov 2013 |
12.25%
Sep 2011 – Sep 2021 |
11.74%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart