Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRG AFFILIATES EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | 2.85% | 19.23% | 14.96% | 6.88% | 10.55% | 8.36% | 8.44% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRG AFFILIATES EMPLOYEE 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 (%) | 0.14 | 19.23 | 14.96 | 6.88 | 10.55 | 8.36 | 8.44 | … | … | 2.85 | 18.62 | 9.84 | 17.98 | -17.79 | 12.29 | 19.16 | 23.25 | 4.51 | 13.49 | 5.35 | -3.47 | 2.67 | 17.85 | 4.14 | 5.73 | 10.10 | 15.31 | -1.10 | 6.15 | 13.95 | 2.50 | 15.74 | 22.88 | 4.37 | 6.76 |
| Sharpe Ratio | NA | 1.87 | 1.03 | 0.36 | 0.90 | NA | NA | … | … | 0.27 | 1.30 | 0.70 | 1.60 | -1.22 | 1.35 | 2.18 | 2.25 | 0.37 | 2.85 | 1.03 | -0.64 | 0.41 | 2.42 | 0.67 | 0.72 | 0.94 | 1.83 | -0.62 | 0.32 | 1.47 | 0.04 | 1.86 | 3.86 | 0.66 | 0.96 |
| Standard Deviation(%) | NA | 9.84 | 10.40 | 11.42 | 9.81 | NA | NA | … | … | 12.34 | 12.08 | 8.92 | 8.95 | 15.72 | 9.09 | 8.68 | 9.69 | 8.35 | 4.50 | 4.98 | 5.46 | 6.53 | 7.37 | 6.07 | 7.93 | 10.64 | 8.29 | 3.32 | 9.24 | 7.17 | 5.90 | 7.93 | 5.74 | 4.90 | 4.51 |
| Draw Down(%) | NA | 8.08 | 11.43 | 23.94 | 23.94 | NA | NA | … | … | 8.08 | 11.41 | 5.35 | 8.82 | 23.50 | 4.42 | 4.57 | 0.00 | 6.15 | 1.71 | 3.58 | 6.47 | 5.79 | 5.58 | 5.95 | 5.26 | 9.75 | 4.87 | 3.13 | 6.69 | 6.93 | 5.26 | 7.37 | 2.26 | 5.57 | 3.21 |
| Yield(%) | NA | 2.70 | 2.49 | 7.52 | 5.80 | NA | NA | … | … | NA | NA | 0.48 | 2.77 | 1.54 | 3.01 | 12.68 | 23.25 | 6.09 | 2.45 | 3.40 | 1.72 | 1.55 | 1.91 | 3.19 | 2.55 | 2.47 | 2.61 | 1.80 | 4.49 | 3.60 | 3.08 | 2.44 | 3.79 | 5.27 | 5.78 |
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 |
|---|---|---|---|---|
| NRG AFFILIATES EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
0.99%
Apr 2021 – Apr 2024 |
3.64%
Nov 2013 – Nov 2018 |
6.05%
Nov 2006 – Nov 2016 |
6.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRG AFFILIATES EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
20.09%
Oct 2018 – Oct 2021 |
15.03%
May 2016 – May 2021 |
10.55%
Feb 2016 – Feb 2026 |
9.22%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart