Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.00% | 1.22% | 6.37% | 5.99% | 7.37% | 6.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE SOUTHERN COMPANY EMPLOYEE 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 (%) | -0.92 | 23.00 | 1.22 | 6.37 | 5.99 | 7.37 | 6.37 | … | … | 0.13 | 8.13 | 14.19 | -15.73 | 9.67 | 14.77 | 19.24 | -5.79 | 12.13 | 8.80 | -1.16 | 5.78 | 15.79 | 12.40 | 0.34 | 13.37 | 20.57 | -24.27 | 5.74 | 12.77 | 6.62 | 10.99 | 23.09 | -10.65 | -2.51 |
| Sharpe Ratio | NA | 0.36 | -0.19 | 0.24 | 0.41 | NA | NA | … | … | 0.01 | 0.18 | 1.07 | -1.13 | 1.13 | 0.75 | 2.63 | -0.80 | 2.59 | 0.98 | -0.14 | 0.86 | 2.13 | 1.48 | 0.02 | 1.11 | 1.15 | -1.06 | 0.27 | 1.28 | 0.69 | 1.38 | 2.50 | -0.91 | -0.42 |
| Standard Deviation(%) | NA | 8.43 | 11.37 | 12.98 | 10.63 | NA | NA | … | … | 6.67 | 8.55 | 9.25 | 15.14 | 8.53 | 19.50 | 6.78 | 8.84 | 4.44 | 8.73 | 8.35 | 6.72 | 7.40 | 8.33 | 14.95 | 11.98 | 17.78 | 23.68 | 10.31 | 7.45 | 6.47 | 7.26 | 8.97 | 12.91 | 11.43 |
| Draw Down(%) | NA | 4.54 | 20.66 | 23.43 | 23.43 | NA | NA | … | … | 0.57 | 4.54 | 9.53 | 21.46 | 4.39 | 23.43 | 3.48 | 11.94 | 1.60 | 6.67 | 8.61 | 5.51 | 5.82 | 6.66 | 13.66 | 9.14 | 18.74 | 33.78 | 6.69 | 7.54 | 4.49 | 5.60 | 8.19 | 19.54 | 17.05 |
| Yield(%) | NA | 2.71 | 2.35 | 2.44 | 2.20 | NA | NA | … | … | NA | 0.77 | 2.59 | 1.82 | 2.19 | 2.36 | 2.91 | 1.88 | 0.50 | 2.78 | 2.29 | 2.48 | 2.39 | 2.97 | 2.53 | 1.71 | 1.27 | 1.48 | 2.36 | 2.43 | 1.87 | 1.40 | 1.48 | 1.33 | 1.68 |
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 SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-8.69%
Feb 2006 – Feb 2009 |
-1.89%
Feb 2004 – Feb 2009 |
4.56%
Oct 2013 – Oct 2023 |
4.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
18.80%
Feb 2009 – Feb 2012 |
15.76%
Feb 2009 – Feb 2014 |
10.25%
Feb 2009 – Feb 2019 |
8.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart