Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| E C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 2.29% | 19.09% | 14.57% | 5.95% | 8.34% | 7.13% | 6.68% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| E C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation – Optimal 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 (%) | 0.18 | 19.09 | 14.57 | 5.95 | 8.34 | 7.13 | 6.68 | … | … | 2.29 | 17.97 | 9.13 | 16.40 | -14.61 | 3.36 | 20.03 | 18.12 | -3.97 | 12.03 | 2.53 | 1.66 | 4.21 | 16.83 | 9.82 | 0.47 | 11.66 | 21.25 | -22.50 | 11.24 | 10.73 | 8.28 | 9.80 | 19.50 | -5.43 | -1.61 |
| Sharpe Ratio | NA | 2.41 | 0.04 | 0.02 | 0.04 | NA | NA | … | … | 0.23 | 1.24 | 0.58 | 0.03 | -1.16 | 0.37 | 1.15 | 2.19 | -0.53 | 2.39 | 0.28 | 0.20 | 0.65 | 2.55 | 1.28 | 0.03 | 0.89 | 1.34 | -1.13 | 0.91 | 1.07 | 1.01 | 1.20 | 2.25 | -0.60 | -0.46 |
| Standard Deviation(%) | NA | 10.58 | 252.74 | 198.72 | 142.18 | NA | NA | … | … | 12.01 | 12.21 | 9.44 | 456.08 | 13.84 | 9.12 | 17.24 | 7.61 | 10.08 | 4.75 | 8.30 | 8.34 | 6.48 | 6.58 | 7.64 | 13.81 | 12.99 | 15.82 | 20.77 | 8.90 | 6.84 | 5.97 | 7.36 | 8.34 | 10.96 | 8.78 |
| Draw Down(%) | NA | 8.15 | 96.09 | 96.09 | 96.09 | NA | NA | … | … | 8.15 | 15.01 | 5.77 | 96.09 | 20.94 | 6.03 | 19.16 | 3.57 | 12.20 | 2.89 | 8.28 | 7.15 | 4.61 | 5.40 | 6.45 | 11.90 | 7.82 | 14.94 | 33.05 | 5.70 | 7.72 | 4.39 | 6.16 | 8.21 | 15.11 | 12.97 |
| Yield(%) | NA | 6.26 | 4.45 | 4.09 | 4.07 | NA | NA | … | … | NA | NA | 0.57 | 6.31 | 3.04 | 3.42 | 4.40 | 3.02 | 7.00 | 0.45 | 3.53 | 6.19 | 3.46 | 4.11 | 2.82 | 3.57 | 3.65 | 1.90 | 3.69 | 6.01 | 4.83 | 3.25 | 2.26 | 2.25 | 2.36 | 3.19 |
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 |
|---|---|---|---|---|
| E C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-5.45%
Feb 2006 – Feb 2009 |
-0.09%
Feb 2004 – Feb 2009 |
4.47%
Oct 2013 – Oct 2023 |
4.17%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| E C COMPANY EES RETIREMENT & SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
16.76%
Feb 2009 – Feb 2012 |
14.66%
Feb 2009 – Feb 2014 |
9.39%
Feb 2009 – Feb 2019 |
8.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart