Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM Tactical Asset Allocation Moderate | NA | 29.64% | 10.58% | 11.53% | 7.02% | 8.05% | 8.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM 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 (%) | -1.14 | 29.64 | 10.58 | 11.53 | 7.02 | 8.05 | 8.14 | … | … | 0.99 | 15.65 | 27.06 | -8.06 | 13.16 | 12.11 | 8.69 | -6.99 | 11.82 | 4.45 | -3.82 | 3.23 | 12.76 | 12.60 | 1.86 | 19.00 | 31.54 | -17.93 | 13.46 | 11.90 | 5.63 | 16.48 | 22.02 | 8.29 | 9.16 |
| Sharpe Ratio | NA | 1.43 | 0.88 | 0.96 | 0.66 | NA | NA | … | … | 0.11 | 1.15 | 2.98 | -0.86 | 1.20 | 1.30 | 1.47 | -1.09 | 2.33 | 0.76 | -0.55 | 0.52 | 1.93 | 2.71 | 0.20 | 1.58 | 3.97 | -1.59 | 0.89 | 0.92 | 0.52 | 2.07 | 3.48 | 1.31 | 1.77 |
| Standard Deviation(%) | NA | 7.75 | 8.91 | 9.42 | 7.94 | NA | NA | … | … | 8.33 | 7.84 | 7.65 | 10.91 | 10.96 | 9.11 | 4.97 | 7.61 | 4.80 | 5.61 | 7.04 | 6.19 | 6.59 | 4.63 | 9.28 | 11.94 | 7.91 | 11.88 | 11.72 | 9.37 | 6.62 | 7.50 | 6.14 | 5.47 | 3.87 |
| Draw Down(%) | NA | 5.35 | 11.15 | 13.80 | 13.80 | NA | NA | … | … | 0.51 | 5.35 | 4.94 | 12.59 | 5.44 | 10.77 | 2.85 | 13.10 | 2.54 | 5.28 | 10.26 | 5.67 | 5.91 | 3.67 | 8.47 | 8.08 | 3.76 | 23.22 | 8.92 | 13.54 | 3.96 | 8.75 | 4.42 | 5.56 | 2.23 |
| Yield(%) | NA | 15.33 | 9.84 | 7.11 | 4.81 | NA | NA | … | … | NA | 4.32 | 15.21 | 6.48 | 3.82 | 3.36 | 2.92 | 3.33 | 0.53 | 3.71 | 1.95 | 2.83 | 4.49 | 3.73 | 5.75 | 4.19 | 6.17 | 3.25 | 5.34 | 4.40 | 4.20 | 5.14 | 6.13 | 6.21 | 7.31 |
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 |
|---|---|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM Tactical Asset Allocation Mod |
-0.19%
Jan 2006 – Jan 2009 |
1.36%
Mar 2015 – Mar 2020 |
4.42%
Oct 2010 – Oct 2020 |
5.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM Tactical Asset Allocation Mod |
19.39%
Oct 2022 – Oct 2025 |
16.03%
Oct 2002 – Oct 2007 |
11.52%
Apr 2001 – Apr 2011 |
9.38%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart