Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE AES CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 22.14% | 2.89% | 6.63% | 4.41% | 5.98% | 6.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE AES CORPORATION RETIREMENT 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 (%) | -0.90 | 22.14 | 2.89 | 6.63 | 4.41 | 5.98 | 6.24 | … | … | 0.34 | 3.20 | 13.88 | -12.74 | 5.52 | 17.02 | 15.13 | -7.69 | 1.28 | 9.30 | -2.58 | 3.78 | 12.03 | 12.82 | -2.85 | 16.49 | 28.19 | -23.05 | 11.12 | 13.46 | 10.38 | 13.31 | 27.46 | -5.02 | 2.20 |
| Sharpe Ratio | NA | -0.31 | -0.29 | 0.23 | 0.23 | NA | NA | … | … | 0.03 | -0.41 | 1.11 | -1.05 | 0.58 | 1.37 | 2.40 | -1.04 | 0.08 | 0.95 | -0.29 | 0.60 | 1.73 | 1.60 | -0.21 | 1.40 | 1.64 | -1.10 | 0.87 | 1.30 | 1.28 | 1.56 | 3.34 | -0.65 | -0.01 |
| Standard Deviation(%) | NA | 8.23 | 10.40 | 10.63 | 9.56 | NA | NA | … | … | 8.04 | 8.22 | 8.66 | 13.47 | 9.40 | 12.30 | 5.72 | 8.62 | 8.40 | 9.62 | 8.98 | 6.27 | 6.94 | 7.96 | 13.69 | 11.75 | 17.12 | 21.87 | 9.39 | 7.82 | 6.39 | 7.92 | 8.02 | 9.37 | 10.05 |
| Draw Down(%) | NA | 8.18 | 19.65 | 21.97 | 21.97 | NA | NA | … | … | 0.61 | 8.18 | 8.63 | 19.65 | 6.62 | 18.70 | 3.03 | 14.03 | 9.15 | 9.78 | 10.90 | 4.93 | 6.74 | 7.33 | 15.80 | 8.93 | 18.11 | 34.39 | 6.67 | 9.07 | 4.79 | 8.17 | 7.73 | 16.16 | 13.99 |
| Yield(%) | NA | 4.23 | 4.33 | 4.27 | 4.67 | NA | NA | … | … | NA | 0.71 | 4.11 | 3.83 | 4.55 | 5.43 | 3.01 | 5.43 | 0.37 | 4.06 | 6.79 | 8.85 | 5.23 | 5.75 | 2.87 | 3.76 | 3.75 | 7.02 | 9.88 | 8.68 | 7.51 | 4.49 | 3.31 | 3.24 | 6.29 |
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 |
|---|---|---|---|---|
| THE AES CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-5.96%
Feb 2006 – Feb 2009 |
-0.30%
Mar 2015 – Mar 2020 |
2.87%
Oct 2013 – Oct 2023 |
3.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE AES CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.78%
Feb 2009 – Feb 2012 |
16.06%
Feb 2009 – Feb 2014 |
10.62%
Mar 2003 – Mar 2013 |
8.70%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart