Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Tactical Asset Allocation Moderate | NA | 7.45% | 1.47% | 4.41% | 5.43% | 7.84% | 8.56% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.05 | 7.45 | 1.47 | 4.41 | 5.43 | 7.84 | 8.56 | … | … | 1.93 | 19.89 | -21.91 | 12.05 | 14.37 | 19.32 | -4.61 | 16.05 | 6.35 | 2.57 | 7.56 | 17.26 | 16.53 | -1.14 | 10.85 | 20.18 | 3.12 | 11.65 | 12.00 | 11.98 | 13.84 | 12.92 | -0.07 | -1.04 |
| Sharpe Ratio | NA | 1.42 | 0.03 | 0.41 | 0.52 | NA | NA | … | … | 0.19 | 1.82 | -1.32 | 1.09 | 0.80 | 2.64 | -0.58 | 3.74 | 0.75 | 0.29 | 0.99 | 2.41 | 2.02 | -0.09 | 1.18 | 2.17 | 0.37 | 0.96 | 1.22 | 1.72 | 1.79 | 1.72 | -0.20 | -0.46 |
| Standard Deviation(%) | NA | 8.56 | 12.93 | 13.16 | 10.92 | NA | NA | … | … | 8.52 | 8.59 | 17.63 | 11.08 | 17.72 | 6.79 | 10.30 | 4.12 | 8.21 | 8.63 | 7.65 | 7.15 | 8.16 | 13.25 | 9.09 | 9.25 | 5.96 | 8.97 | 7.18 | 5.70 | 7.20 | 7.09 | 5.93 | 7.30 |
| Draw Down(%) | NA | 6.19 | 27.29 | 27.29 | 27.29 | NA | NA | … | … | 1.89 | 6.19 | 25.41 | 6.26 | 20.56 | 3.43 | 12.71 | 1.36 | 7.67 | 7.79 | 5.39 | 5.69 | 5.93 | 12.79 | 7.66 | 4.16 | 5.01 | 6.05 | 7.86 | 3.66 | 5.78 | 5.68 | 6.44 | 9.75 |
| Yield(%) | NA | 6.45 | 5.07 | 5.57 | 5.83 | NA | NA | … | … | 0.00 | 6.86 | 1.93 | 6.66 | 5.76 | 7.20 | 7.01 | 5.22 | 5.03 | 6.29 | 7.10 | 4.01 | 3.73 | 0.94 | 4.08 | 5.45 | 9.12 | 7.14 | 4.04 | 2.91 | 2.98 | 2.79 | 5.28 | 7.22 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Tactical Asset Allocation Moderate |
0.02%
Dec 2019 – Dec 2022 |
2.57%
Sep 2017 – Sep 2022 |
5.43%
Oct 2013 – Oct 2023 |
7.11%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Tactical Asset Allocation Moderate |
15.28%
Apr 2003 – Apr 2006 |
13.49%
Feb 2003 – Feb 2008 |
11.87%
Jul 2003 – Jul 2013 |
11.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart