Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| E.ON U.S. LLC SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.49% | 1.42% | 6.82% | 6.23% | 7.24% | 5.89% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| E.ON U.S. LLC 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 (%) | -0.74 | 24.49 | 1.42 | 6.82 | 6.23 | 7.24 | 5.89 | … | … | 0.56 | 7.13 | 16.25 | -18.35 | 9.10 | 17.14 | 17.42 | -4.38 | 13.22 | 2.97 | 4.19 | 5.20 | 16.36 | 15.43 | -1.69 | 12.37 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.22 | -0.23 | 0.23 | 0.43 | NA | NA | … | … | 0.07 | 0.06 | 1.48 | -1.37 | 1.05 | 0.93 | 2.26 | -0.61 | 2.86 | 0.35 | 0.50 | 0.81 | 2.47 | 2.10 | -0.13 | 1.25 | 0.00 | 0.15 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.69 | 10.80 | 12.32 | 10.22 | NA | NA | … | … | 7.20 | 8.74 | 8.13 | 14.41 | 8.66 | 18.20 | 7.10 | 9.27 | 4.40 | 7.96 | 8.25 | 6.37 | 6.62 | 7.34 | 12.97 | 9.85 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.43 | 21.47 | 24.21 | 24.21 | NA | NA | … | … | 0.57 | 6.43 | 8.79 | 23.10 | 4.83 | 23.29 | 3.64 | 11.29 | 2.99 | 7.11 | 7.77 | 4.58 | 6.87 | 5.61 | 12.35 | 7.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 4.03 | 3.92 | 3.58 | 3.82 | NA | NA | … | … | NA | 0.80 | 3.69 | 1.96 | 5.41 | 2.46 | 3.96 | 5.01 | 0.21 | 1.92 | 7.03 | 6.66 | 5.24 | 3.46 | 1.97 | 2.40 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| E.ON U.S. LLC SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
0.32%
Jun 2007 – Jun 2010 |
1.43%
Feb 2001 – Feb 2006 |
1.75%
Sep 2001 – Sep 2011 |
3.98%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| E.ON U.S. LLC SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
14.49%
Dec 2018 – Dec 2021 |
10.49%
Sep 2011 – Sep 2016 |
9.67%
Sep 2011 – Sep 2021 |
7.41%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart