Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vectren Corporation Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 21.18% | -0.48% | 5.17% | 4.38% | 6.10% | 7.20% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vectren Corporation Retirement 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 (%) | -1.42 | 21.18 | -0.48 | 5.17 | 4.38 | 6.10 | 7.20 | … | … | -0.31 | 0.71 | 11.44 | -19.89 | 18.85 | 11.08 | 13.42 | -5.64 | 8.67 | 3.23 | -0.34 | 3.01 | 10.75 | 9.49 | 3.75 | 15.99 | 22.41 | -3.64 | 9.52 | 20.84 | 5.83 | 14.03 | 18.79 | 5.38 | 7.21 |
| Sharpe Ratio | NA | -0.56 | -0.55 | 0.09 | 0.20 | NA | NA | … | … | -0.04 | -0.59 | 0.68 | -1.36 | 2.07 | 1.22 | 2.46 | -0.92 | 1.48 | 0.55 | -0.06 | 0.48 | 1.45 | 1.52 | 0.40 | 1.12 | 2.03 | -0.78 | 0.65 | 2.18 | 0.55 | 1.68 | 3.56 | 0.95 | 1.25 |
| Standard Deviation(%) | NA | 9.84 | 12.27 | 11.11 | 8.93 | NA | NA | … | … | 8.71 | 9.90 | 10.52 | 15.62 | 9.09 | 8.92 | 4.89 | 7.55 | 5.44 | 5.49 | 6.37 | 6.29 | 7.39 | 6.19 | 9.38 | 14.14 | 10.99 | 5.86 | 10.12 | 8.07 | 6.71 | 7.79 | 5.08 | 4.50 | 3.92 |
| Draw Down(%) | NA | 10.35 | 21.17 | 23.33 | 23.33 | NA | NA | … | … | 0.91 | 10.22 | 9.72 | 22.97 | 4.48 | 10.72 | 2.71 | 11.11 | 4.62 | 3.66 | 7.03 | 4.88 | 6.40 | 4.92 | 7.40 | 10.37 | 5.06 | 9.50 | 7.24 | 6.99 | 5.28 | 9.83 | 2.55 | 6.41 | 2.61 |
| Yield(%) | NA | 6.42 | 9.03 | 6.88 | 4.91 | NA | NA | … | … | NA | 0.23 | 6.71 | 8.99 | 10.75 | 2.53 | 5.90 | 2.61 | 0.05 | 3.43 | 4.10 | 4.07 | 4.27 | 4.47 | 3.14 | 2.51 | 4.53 | 4.01 | 5.78 | 6.16 | 3.82 | 3.56 | 3.81 | 5.46 | 6.54 |
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 |
|---|---|---|---|---|
| Vectren Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
-3.48%
Dec 2021 – Dec 2024 |
1.57%
Sep 2017 – Sep 2022 |
2.83%
Oct 2013 – Oct 2023 |
5.19%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vectren Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
15.94%
Apr 2009 – Apr 2012 |
14.62%
Oct 2002 – Oct 2007 |
11.92%
Apr 2001 – Apr 2011 |
9.61%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart