Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Pinnacle West Capital Corporation Savings Plan Tactical Asset Allocation Moderate | NA | 24.47% | 4.80% | 9.64% | 7.91% | 8.91% | 9.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Pinnacle West Capital Corporation Savings Plan Tactical Asset Allocation 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 (%) | -1.30 | 24.47 | 4.80 | 9.64 | 7.91 | 8.91 | 9.46 | … | … | 0.47 | 13.64 | 15.93 | -13.23 | 13.15 | 11.66 | 27.79 | -2.54 | 11.89 | 8.85 | -2.69 | 7.71 | 17.28 | 12.47 | 1.61 | 13.80 | 18.66 | 3.14 | 9.82 | 13.07 | 9.08 | 12.05 | 10.92 | -2.63 | 3.87 |
| Sharpe Ratio | NA | 0.86 | 0.13 | 0.39 | 0.57 | NA | NA | … | … | 0.04 | 0.70 | 1.39 | -1.06 | 1.48 | 0.58 | 2.76 | -0.38 | 2.29 | 1.00 | -0.30 | 1.02 | 2.41 | 1.59 | 0.11 | 1.42 | 2.02 | 0.37 | 0.72 | 1.40 | 1.10 | 1.36 | 1.43 | -0.59 | 0.23 |
| Standard Deviation(%) | NA | 9.95 | 11.01 | 12.87 | 10.95 | NA | NA | … | … | 9.93 | 10.03 | 8.42 | 13.84 | 8.86 | 19.62 | 9.58 | 10.06 | 4.92 | 8.67 | 8.93 | 7.54 | 7.15 | 7.82 | 14.68 | 9.69 | 9.19 | 5.96 | 9.42 | 7.02 | 6.27 | 8.16 | 7.16 | 6.35 | 6.74 |
| Draw Down(%) | NA | 6.47 | 17.42 | 21.44 | 21.44 | NA | NA | … | … | 0.83 | 6.47 | 6.50 | 18.69 | 4.35 | 21.44 | 3.51 | 12.51 | 2.12 | 6.69 | 9.54 | 4.48 | 4.28 | 5.73 | 13.48 | 7.81 | 4.07 | 5.01 | 6.77 | 7.73 | 3.78 | 6.20 | 6.48 | 7.57 | 6.00 |
| Yield(%) | NA | 5.60 | 5.36 | 6.27 | 5.48 | NA | NA | … | … | NA | 1.37 | 5.89 | 2.43 | 7.62 | 4.64 | 12.77 | 6.97 | 2.72 | 4.92 | 5.09 | 3.17 | 1.86 | 4.88 | 1.86 | 3.96 | 5.18 | 9.12 | 6.62 | 6.59 | 6.12 | 3.40 | 2.93 | 5.24 | 8.49 |
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 Pinnacle West Capital Corporation Savings Plan Tactical Asset Allocation Moderate |
3.11%
Dec 2019 – Dec 2022 |
4.47%
Dec 2013 – Dec 2018 |
6.43%
Oct 2013 – Oct 2023 |
7.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Pinnacle West Capital Corporation Savings Plan Tactical Asset Allocation Moderate |
17.31%
Dec 2018 – Dec 2021 |
13.19%
Nov 2008 – Nov 2013 |
11.39%
Jul 2003 – Jul 2013 |
10.19%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart