Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | 3.53% | 17.57% | 12.01% | 4.28% | 7.48% | 6.14% | 7.41% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.25 | 17.57 | 12.01 | 4.28 | 7.48 | 6.14 | 7.41 | … | … | 3.53 | 11.89 | 9.88 | 11.38 | -13.89 | 6.59 | 21.48 | 15.97 | -7.61 | 15.58 | 7.31 | -5.09 | 1.74 | 12.85 | 5.54 | 2.62 | 5.74 | 30.70 | -6.18 | 17.62 | 14.15 | 6.47 | 11.97 | 19.59 | 2.01 | 7.44 |
| Sharpe Ratio | NA | 2.08 | 0.73 | 0.18 | 0.58 | NA | NA | … | … | 0.21 | 0.82 | 0.59 | 0.99 | -1.70 | 0.65 | 1.26 | 1.96 | -1.12 | 2.91 | 1.38 | -0.95 | 0.28 | 1.84 | 1.02 | 0.32 | 0.54 | 2.85 | -1.05 | 1.11 | 1.53 | 0.69 | 1.34 | 3.36 | 0.17 | 0.95 |
| Standard Deviation(%) | NA | 9.07 | 10.18 | 9.59 | 9.84 | NA | NA | … | … | 10.97 | 11.00 | 10.53 | 7.79 | 9.01 | 10.04 | 16.87 | 7.38 | 8.00 | 5.13 | 5.13 | 5.37 | 6.09 | 6.95 | 5.37 | 8.05 | 10.38 | 10.73 | 6.82 | 12.99 | 7.02 | 6.11 | 8.18 | 5.62 | 5.23 | 5.27 |
| Draw Down(%) | NA | 7.47 | 18.51 | 18.51 | 21.36 | NA | NA | … | … | 7.47 | 15.12 | 7.46 | 7.47 | 14.59 | 6.77 | 21.36 | 4.35 | 14.38 | 2.99 | 3.45 | 7.79 | 5.15 | 5.46 | 4.97 | 5.94 | 8.67 | 5.31 | 10.29 | 9.41 | 7.76 | 4.25 | 6.86 | 2.61 | 6.22 | 4.10 |
| Yield(%) | NA | 4.55 | 4.78 | 4.47 | 3.66 | NA | NA | … | … | NA | NA | 0.75 | 4.41 | 2.73 | 6.69 | 5.07 | 2.92 | 3.98 | 0.99 | 5.65 | 1.93 | 1.69 | 2.38 | 5.12 | 2.46 | 4.13 | 5.45 | 3.92 | 5.37 | 4.25 | 3.89 | 3.39 | 3.70 | 4.42 | 8.80 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.01%
Apr 2021 – Apr 2024 |
1.86%
Mar 2015 – Mar 2020 |
3.67%
Mar 2010 – Mar 2020 |
4.98%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLIANT ENERGY CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
16.84%
Oct 2004 – Oct 2007 |
15.85%
Oct 2002 – Oct 2007 |
10.97%
Apr 2001 – Apr 2011 |
9.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart