Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF AVISTA CORPORATION Tactical Asset Allocation Moderate | NA | 16.17% | -1.13% | 3.63% | 3.82% | 5.64% | 6.10% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF AVISTA CORPORATION 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 (%) | -0.84 | 16.17 | -1.13 | 3.63 | 3.82 | 5.64 | 6.10 | … | … | 0.35 | 5.76 | 10.23 | -12.80 | 1.70 | 12.00 | 11.87 | -3.38 | 9.67 | 5.21 | -1.76 | 4.70 | 16.26 | 7.45 | 6.27 | 9.27 | 11.96 | -0.79 | 9.80 | 11.96 | 4.24 | 8.85 | 19.69 | 1.45 | 6.27 |
| Sharpe Ratio | NA | -0.02 | -0.33 | 0.06 | 0.26 | NA | NA | … | … | 0.03 | -0.09 | 0.81 | -1.49 | 0.16 | 1.41 | 2.35 | -0.65 | 1.95 | 1.02 | -0.36 | 0.86 | 2.28 | 1.54 | 0.84 | 0.91 | 1.37 | -0.39 | 0.74 | 1.13 | 0.35 | 1.12 | 3.22 | 0.08 | 1.04 |
| Standard Deviation(%) | NA | 9.48 | 8.87 | 9.11 | 7.46 | NA | NA | … | … | 9.02 | 9.47 | 7.40 | 9.53 | 10.42 | 8.35 | 4.46 | 7.27 | 4.62 | 4.92 | 4.91 | 5.44 | 7.12 | 4.82 | 7.39 | 10.13 | 8.68 | 4.44 | 9.23 | 7.67 | 5.99 | 7.05 | 5.89 | 4.18 | 3.82 |
| Draw Down(%) | NA | 7.12 | 12.84 | 19.79 | 19.79 | NA | NA | … | … | 0.71 | 7.12 | 6.16 | 13.37 | 9.71 | 8.97 | 2.78 | 9.04 | 1.57 | 3.20 | 5.75 | 5.39 | 5.26 | 3.82 | 4.74 | 7.96 | 5.33 | 7.30 | 6.40 | 9.16 | 5.02 | 6.67 | 2.93 | 5.67 | 2.30 |
| Yield(%) | NA | 4.17 | 3.03 | 3.42 | 2.87 | NA | NA | … | … | NA | 0.74 | 4.18 | 3.09 | 1.01 | 4.06 | 4.70 | 3.24 | 0.41 | 2.60 | 2.27 | 3.07 | 1.74 | 2.59 | 2.18 | 2.77 | 2.95 | 2.98 | 4.94 | 4.21 | 2.85 | 2.77 | 3.35 | 3.74 | 5.39 |
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 INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF AVISTA CORPORATION Tactical Ass |
-2.21%
Apr 2021 – Apr 2024 |
1.43%
Dec 2017 – Dec 2022 |
2.89%
Oct 2013 – Oct 2023 |
4.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF AVISTA CORPORATION Tactical Ass |
12.93%
Apr 2003 – Apr 2006 |
11.74%
Oct 2002 – Oct 2007 |
9.25%
Apr 2003 – Apr 2013 |
8.27%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart