Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Tactical Asset Allocation Moderate | NA | -15.70% | 7.41% | 6.88% | 6.98% | 6.01% | 7.21% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Tactical Asset Allocation Moderate | 12/31/2000 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | -15.70 | 7.41 | 6.88 | 6.98 | 6.01 | 7.21 | … | … | -20.04 | 8.89 | 26.93 | 15.41 | -2.11 | 15.90 | 6.76 | -2.43 | 6.18 | 14.74 | 7.77 | -0.50 | 7.08 | 12.31 | -6.66 | 9.59 | 13.31 | 7.51 | 11.86 | 21.20 | -5.08 | 2.31 |
| Sharpe Ratio | NA | -1.12 | 0.35 | 0.37 | 0.58 | NA | NA | … | … | -1.10 | 0.57 | 1.90 | 1.26 | -0.32 | 2.54 | 0.90 | -0.27 | 0.70 | 2.20 | 1.34 | -0.05 | 0.68 | 1.48 | -1.78 | 0.62 | 1.24 | 0.90 | 1.32 | 3.18 | -1.37 | 0.01 |
| Standard Deviation(%) | NA | 16.58 | 15.31 | 13.17 | 10.78 | NA | NA | … | … | 18.37 | 15.53 | 14.07 | 11.12 | 10.70 | 6.01 | 7.31 | 9.02 | 8.82 | 6.68 | 5.76 | 10.59 | 10.29 | 8.25 | 4.27 | 10.60 | 8.08 | 5.92 | 8.24 | 6.45 | 4.50 | 0.05 |
| Draw Down(%) | NA | 24.48 | 24.48 | 24.48 | 24.48 | NA | NA | … | … | 22.50 | 9.24 | 9.83 | 8.63 | 11.61 | 1.92 | 5.67 | 9.01 | 8.03 | 3.35 | 4.56 | 11.12 | 9.11 | 4.05 | 7.36 | 6.82 | 9.20 | 4.03 | 7.56 | 2.11 | 6.35 | 0.00 |
| Yield(%) | NA | 10.43 | 6.64 | 4.75 | 3.24 | NA | NA | … | … | 0.67 | 10.68 | 7.88 | 2.40 | 3.05 | 0.73 | 2.51 | 1.52 | 2.57 | 1.25 | 0.52 | 0.99 | 1.10 | 0.75 | 0.68 | 5.32 | 5.69 | 2.57 | 1.57 | 1.44 | 0.94 | 2.31 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Tactical Asset Allocation Moderate |
1.23%
Aug 2007 – Aug 2010 |
2.82%
Oct 2007 – Oct 2012 |
5.17%
Oct 2006 – Oct 2016 |
5.52%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVINGS PLAN FOR EMPLOYEES OF FLORIDA PROGRESS CORPORATION Tactical Asset Allocation Moderate |
16.84%
Dec 2018 – Dec 2021 |
13.85%
Oct 2016 – Oct 2021 |
9.72%
Oct 2011 – Oct 2021 |
8.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart