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 Strategic Asset Allocation – Optimal Moderate | NA | 22.74% | 2.28% | 7.87% | 6.89% | 7.49% | 6.34% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -0.72 | 22.74 | 2.28 | 7.87 | 6.89 | 7.49 | 6.34 | … | … | 0.73 | 8.28 | 14.26 | -14.17 | 8.56 | 17.97 | 16.58 | -3.64 | 14.68 | 4.33 | 3.64 | 2.16 | 18.75 | 9.98 | -3.47 | 12.77 | 21.18 | -26.52 | 7.74 | 10.66 | 7.56 | 9.11 | 20.61 | -12.41 | -1.68 |
| Sharpe Ratio | NA | 0.36 | -0.10 | 0.29 | 0.46 | NA | NA | … | … | 0.08 | 0.19 | 1.11 | -0.99 | 0.87 | 0.93 | 1.76 | -0.46 | 2.80 | 0.49 | 0.40 | 0.29 | 2.57 | 1.15 | -0.22 | 1.03 | 1.28 | -1.21 | 0.47 | 0.96 | 0.84 | 1.08 | 2.15 | -1.04 | -0.32 |
| Standard Deviation(%) | NA | 9.00 | 11.71 | 13.23 | 11.14 | NA | NA | … | … | 7.94 | 9.07 | 9.04 | 15.75 | 9.86 | 19.09 | 8.64 | 10.78 | 5.03 | 8.37 | 9.10 | 7.51 | 7.30 | 8.63 | 15.88 | 12.32 | 16.45 | 22.61 | 10.04 | 7.71 | 6.41 | 7.58 | 9.27 | 12.97 | 12.62 |
| Draw Down(%) | NA | 5.98 | 18.21 | 21.29 | 21.29 | NA | NA | … | … | 0.52 | 5.97 | 8.67 | 19.49 | 5.18 | 21.29 | 4.97 | 12.78 | 1.62 | 7.68 | 7.87 | 5.34 | 4.21 | 7.40 | 15.66 | 9.40 | 15.37 | 34.43 | 6.64 | 8.58 | 4.50 | 7.73 | 8.24 | 20.44 | 18.67 |
| Yield(%) | NA | 2.61 | 3.98 | 3.33 | 2.98 | NA | NA | … | … | NA | 0.66 | 2.80 | 2.60 | 5.73 | 2.51 | 2.41 | 3.64 | 0.36 | 1.75 | 4.38 | 2.96 | 3.19 | 1.09 | 0.59 | 0.53 | 0.86 | 2.40 | 5.26 | 4.47 | 3.43 | 0.89 | 0.82 | 1.06 | 1.48 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.58%
Feb 2006 – Feb 2009 |
-2.01%
Feb 2004 – Feb 2009 |
3.66%
Dec 2001 – Dec 2011 |
4.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOMINION ENTERPRISES 401K EMPLOYEES` SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
16.07%
Feb 2009 – Feb 2012 |
13.98%
Feb 2009 – Feb 2014 |
9.78%
Feb 2009 – Feb 2019 |
8.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart