Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Babcock And Wilcox Company Thrift Plan Tactical Asset Allocation Moderate | NA | 20.68% | 4.66% | 9.10% | 7.32% | 9.23% | 8.63% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Babcock And Wilcox Company Thrift 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 (%) | -0.98 | 20.68 | 4.66 | 9.10 | 7.32 | 9.23 | 8.63 | … | … | 0.46 | 10.86 | 13.90 | -10.11 | 14.68 | 15.09 | 14.50 | -3.29 | 9.42 | 9.43 | 1.06 | 7.44 | 22.63 | 8.82 | 3.22 | 22.25 | 13.13 | 0.01 | 5.86 | 10.05 | 3.90 | 11.20 | 22.24 | 1.34 | 7.09 |
| Sharpe Ratio | NA | 0.64 | 0.07 | 0.56 | 0.59 | NA | NA | … | … | 0.05 | 0.52 | 1.22 | -0.83 | 1.57 | 1.20 | 1.79 | -0.47 | 1.70 | 1.08 | 0.11 | 1.01 | 2.54 | 1.14 | 0.22 | 1.76 | 1.30 | -0.16 | 0.31 | 0.94 | 0.23 | 1.33 | 2.65 | 0.04 | 0.83 |
| Standard Deviation(%) | NA | 8.15 | 10.35 | 10.61 | 9.45 | NA | NA | … | … | 8.10 | 8.17 | 7.93 | 13.83 | 9.35 | 12.40 | 7.32 | 9.84 | 5.18 | 8.55 | 9.12 | 7.37 | 8.90 | 7.70 | 14.73 | 12.61 | 9.99 | 5.76 | 9.38 | 7.24 | 7.38 | 7.73 | 8.12 | 5.57 | 5.74 |
| Draw Down(%) | NA | 4.48 | 14.10 | 14.51 | 14.51 | NA | NA | … | … | 0.58 | 4.48 | 7.02 | 14.51 | 3.32 | 14.01 | 4.86 | 11.93 | 2.40 | 6.34 | 7.68 | 4.18 | 5.08 | 5.66 | 12.36 | 8.45 | 5.64 | 5.43 | 6.61 | 6.43 | 4.73 | 6.47 | 4.03 | 3.71 | 3.44 |
| Yield(%) | NA | 3.53 | 3.65 | 3.71 | 3.77 | NA | NA | … | … | NA | 1.41 | 3.69 | 2.75 | 3.75 | 3.69 | 4.99 | 3.78 | 1.87 | 4.08 | 4.06 | 5.37 | 1.63 | 2.20 | 2.13 | 2.63 | 3.41 | 4.38 | 5.06 | 2.96 | 2.27 | 2.51 | 3.70 | 5.24 | 5.84 |
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 |
|---|---|---|---|---|
| Babcock And Wilcox Company Thrift Plan Tactical Asset Allocation Moderate |
3.27%
Mar 2017 – Mar 2020 |
4.08%
Mar 2015 – Mar 2020 |
6.26%
Oct 2013 – Oct 2023 |
7.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Babcock And Wilcox Company Thrift Plan Tactical Asset Allocation Moderate |
14.76%
Dec 2018 – Dec 2021 |
14.65%
Feb 2009 – Feb 2014 |
10.30%
Mar 2003 – Mar 2013 |
9.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart