Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVE (Tennessee Valley Authority) | -2.70% | 4.21% | 5.07% | 0.48% | 1.93% | 2.67% | 3.93% | … | … |
Data as of 06/05/2026, Common starting date is 05/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVE (Tennessee Valley Authority) | 05/19/1999 | 06/05/2026 |
| 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 4.21 | 5.07 | 0.48 | 1.93 | 2.67 | 3.93 | … | … | -2.70 | 12.06 | 0.11 | 7.19 | -13.50 | 3.66 | 3.15 | 8.83 | 0.04 | 5.30 | 2.01 | 6.19 | 19.54 | -16.59 | 3.84 | 10.00 | -0.16 | 8.43 | 10.89 | 5.09 | 6.68 | 3.00 | -1.18 | 7.15 | 8.79 | 20.12 | 20.03 | -13.34 |
| Sharpe Ratio | NA | 0.27 | 0.26 | -0.21 | 0.03 | NA | NA | … | … | -1.59 | 1.47 | -0.48 | 0.34 | -1.17 | 0.33 | 0.24 | 0.85 | -0.15 | 1.05 | 0.23 | 0.86 | 1.99 | -1.47 | 0.44 | 1.05 | -0.03 | 0.66 | 0.73 | 0.23 | 0.36 | 0.12 | -0.20 | 1.04 | 1.23 | 2.70 | 1.25 | -1.69 |
| Standard Deviation(%) | NA | 5.78 | 7.03 | 9.66 | 9.30 | NA | NA | … | … | 5.48 | 6.25 | 7.34 | 10.53 | 12.80 | 11.05 | 12.21 | 8.71 | 8.68 | 4.44 | 7.88 | 7.12 | 9.83 | 11.28 | 8.63 | 9.46 | 9.16 | 12.72 | 13.62 | 8.58 | 9.16 | 6.03 | 11.08 | 6.17 | 6.22 | 6.65 | 12.70 | 14.18 |
| Draw Down(%) | NA | 4.67 | 5.72 | 25.74 | 25.74 | NA | NA | … | … | 4.67 | 1.87 | 5.72 | 5.03 | 22.03 | 7.07 | 8.30 | 5.32 | 6.85 | 1.62 | 6.30 | 4.95 | 3.78 | 19.03 | 5.73 | 2.62 | 7.04 | 6.50 | 6.90 | 5.92 | 10.17 | 5.42 | 18.39 | 5.92 | 4.06 | 3.07 | 5.18 | 15.42 |
| Yield(%) | 0.00 | 2.41 | 2.55 | 2.15 | 2.62 | 3.03 | 3.99 | … | … | 1.14 | 2.48 | 2.47 | 2.55 | 2.17 | 2.17 | 2.72 | 3.45 | 3.36 | 3.40 | 3.38 | 3.77 | 4.71 | 3.83 | 3.14 | 4.49 | 4.32 | 4.89 | 5.49 | 5.75 | 5.81 | 5.67 | 5.91 | 6.17 | 6.31 | 7.02 | 7.93 | 3.18 |
Data as of 06/05/2026, Common starting date is 05/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVE (Tennessee Valley Authority) |
-6.64%
Sep 2020 – Sep 2023 |
-1.10%
Oct 2017 – Oct 2022 |
0.51%
Oct 2012 – Oct 2022 |
2.17%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVE (Tennessee Valley Authority) |
18.08%
May 2000 – May 2003 |
11.59%
May 2000 – May 2005 |
9.16%
May 2000 – May 2010 |
6.87%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart