Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESTAT INC. SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 33.66% | 10.24% | 11.89% | 8.48% | 8.87% | 7.59% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESTAT INC. SAVINGS PLAN Strategic Asset Allocation – Optimal 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 (%) | -0.69 | 33.66 | 10.24 | 11.89 | 8.48 | 8.87 | 7.59 | … | … | 0.76 | 21.33 | 19.69 | -7.89 | 11.51 | 15.33 | 15.45 | -3.88 | 9.03 | 4.64 | 2.35 | 5.10 | 16.43 | 9.64 | 1.87 | 11.86 | 20.20 | -22.67 | 6.96 | 11.11 | 8.61 | 12.57 | 19.87 | -8.11 | 0.43 |
| Sharpe Ratio | NA | 2.13 | 0.75 | 0.79 | 0.70 | NA | NA | … | … | 0.12 | 1.97 | 2.07 | -0.73 | 1.35 | 0.86 | 2.05 | -0.58 | 1.64 | 0.54 | 0.28 | 0.79 | 2.58 | 1.33 | 0.14 | 1.03 | 1.20 | -1.09 | 0.45 | 1.08 | 1.08 | 1.79 | 2.58 | -0.85 | -0.21 |
| Standard Deviation(%) | NA | 7.44 | 9.51 | 11.45 | 9.71 | NA | NA | … | … | 5.96 | 7.48 | 7.45 | 12.66 | 8.50 | 17.61 | 6.85 | 8.93 | 5.12 | 8.16 | 8.39 | 6.43 | 6.36 | 7.19 | 13.60 | 11.40 | 16.71 | 21.72 | 8.81 | 7.23 | 5.94 | 6.49 | 7.44 | 10.89 | 9.14 |
| Draw Down(%) | NA | 4.66 | 14.87 | 20.48 | 20.48 | NA | NA | … | … | 0.36 | 4.66 | 5.03 | 16.16 | 4.52 | 20.48 | 3.31 | 11.82 | 2.98 | 7.96 | 7.15 | 4.37 | 4.13 | 5.84 | 11.71 | 9.04 | 17.33 | 33.29 | 5.73 | 8.04 | 4.40 | 4.56 | 7.12 | 17.48 | 14.12 |
| Yield(%) | NA | 15.77 | 10.36 | 7.98 | 5.64 | NA | NA | … | … | NA | 4.59 | 14.60 | 7.88 | 2.79 | 6.86 | 1.85 | 4.11 | 0.68 | 4.15 | 5.32 | 2.62 | 4.92 | 1.94 | 1.63 | 1.58 | 2.04 | 2.51 | 7.36 | 4.63 | 5.45 | 2.70 | 1.77 | 1.77 | 3.05 |
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 |
|---|---|---|---|---|
| WESTAT INC. SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.95%
Feb 2006 – Feb 2009 |
-0.87%
Feb 2004 – Feb 2009 |
4.72%
Feb 2006 – Feb 2016 |
4.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESTAT INC. SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
22.76%
Sep 2022 – Sep 2025 |
15.05%
Feb 2009 – Feb 2014 |
10.18%
Sep 2015 – Sep 2025 |
9.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart