Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY Tactical Asset Allocation Moderate | NA | 22.06% | 4.81% | 9.31% | 7.94% | 9.13% | 9.18% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY 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 (%) | -1.19 | 22.06 | 4.81 | 9.31 | 7.94 | 9.13 | 9.18 | … | … | 0.58 | 9.41 | 9.14 | -6.37 | 12.41 | 17.89 | 17.55 | -3.04 | 10.34 | 12.88 | -0.85 | 7.83 | 16.93 | 9.86 | 5.39 | 15.91 | 14.37 | 0.28 | 7.95 | 13.96 | 7.59 | 12.29 | 22.60 | 3.90 | 2.85 |
| Sharpe Ratio | NA | 0.49 | 0.08 | 0.44 | 0.56 | NA | NA | … | … | 0.05 | 0.29 | 0.56 | -0.64 | 1.18 | 0.88 | 2.35 | -0.41 | 1.94 | 1.50 | -0.10 | 1.08 | 2.31 | 1.37 | 0.41 | 1.30 | 1.48 | -0.11 | 0.51 | 1.38 | 0.82 | 1.53 | 3.24 | 0.53 | 0.10 |
| Standard Deviation(%) | NA | 9.64 | 10.24 | 12.87 | 10.76 | NA | NA | … | … | 10.65 | 9.73 | 8.70 | 12.08 | 10.46 | 20.01 | 6.87 | 10.55 | 5.00 | 8.43 | 8.80 | 7.25 | 7.31 | 7.17 | 13.02 | 12.13 | 9.66 | 5.74 | 9.64 | 7.76 | 6.59 | 7.40 | 6.76 | 5.23 | 5.70 |
| Draw Down(%) | NA | 6.53 | 12.17 | 21.03 | 21.03 | NA | NA | … | … | 0.91 | 6.53 | 8.96 | 13.87 | 4.20 | 21.03 | 3.25 | 12.04 | 2.56 | 4.93 | 8.93 | 4.15 | 5.07 | 4.94 | 10.66 | 8.41 | 4.70 | 5.43 | 6.45 | 8.52 | 4.55 | 6.95 | 2.89 | 3.09 | 4.79 |
| Yield(%) | NA | 2.52 | 2.90 | 2.51 | 2.78 | NA | NA | … | … | NA | 1.19 | 2.39 | 3.49 | 2.22 | 1.96 | 2.62 | 3.37 | 2.07 | 5.17 | 2.70 | 1.90 | 4.55 | 3.36 | 2.15 | 2.56 | 3.46 | 4.38 | 4.18 | 3.19 | 2.70 | 2.77 | 3.38 | 5.66 | 6.66 |
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 |
|---|---|---|---|---|
| DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY Tactical Asset Allocation Moderate |
2.90%
Apr 2021 – Apr 2024 |
4.56%
Mar 2015 – Mar 2020 |
6.70%
Oct 2013 – Oct 2023 |
7.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY Tactical Asset Allocation Moderate |
15.92%
Dec 2018 – Dec 2021 |
13.30%
Jun 2009 – Jun 2014 |
11.23%
Apr 2003 – Apr 2013 |
10.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart