Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 3.67% | 6.64% | 3.81% | 5.94% | 6.86% | NA | … | … |
Data as of 10/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whirlpool 401(k) Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 3.67 | 6.64 | 3.81 | 5.94 | 6.86 | NA | … | … | 11.19 | -4.41 | 15.94 | 6.48 | -4.60 | 5.52 | 14.34 | 7.70 | 1.86 | 8.49 | 16.25 | -3.75 | 10.52 | 12.03 | 7.39 | 11.36 | 16.58 | 2.70 | 5.98 |
| Sharpe Ratio | NA | 0.68 | 0.56 | 0.39 | 0.62 | NA | NA | … | … | 0.68 | -0.53 | 2.65 | 0.81 | -0.54 | 0.55 | 2.13 | 1.56 | 0.26 | 0.79 | 2.04 | -1.15 | 0.81 | 1.18 | 0.89 | 1.40 | 2.93 | 0.51 | 1.06 |
| Standard Deviation(%) | NA | 14.37 | 10.94 | 9.92 | 9.08 | NA | NA | … | … | 14.37 | 10.89 | 5.77 | 7.74 | 8.56 | 9.95 | 6.70 | 4.90 | 7.19 | 10.65 | 7.92 | 4.08 | 9.30 | 7.37 | 5.87 | 7.47 | 5.42 | 3.12 | 3.47 |
| Draw Down(%) | NA | 11.50 | 15.78 | 15.78 | 15.78 | NA | NA | … | … | 11.50 | 12.04 | 1.68 | 5.15 | 9.22 | 8.15 | 4.84 | 4.16 | 5.80 | 8.83 | 4.12 | 6.30 | 6.30 | 8.91 | 4.50 | 6.11 | 3.33 | 2.46 | 2.76 |
| Yield(%) | NA | 1.85 | 1.14 | 1.20 | 1.97 | NA | NA | … | … | 1.85 | 1.14 | 0.41 | 1.84 | 0.74 | 1.35 | 1.67 | 4.55 | 2.08 | 3.85 | 4.64 | 2.63 | 6.75 | 5.48 | 4.61 | 3.46 | 3.02 | 5.28 | 6.47 |
Data as of 10/31/2019, 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 |
|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Tactical Asset Allocation Moderate |
1.98%
Oct 2013 – Oct 2016 |
2.50%
Aug 2014 – Aug 2019 |
5.54%
Sep 2009 – Sep 2019 |
6.64%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Tactical Asset Allocation Moderate |
13.23%
Apr 2003 – Apr 2006 |
12.35%
Oct 2002 – Oct 2007 |
9.21%
Apr 2001 – Apr 2011 |
8.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart