Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate | 3.36% | 22.40% | 22.91% | 13.62% | 11.92% | 9.88% | 9.82% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -0.39 | 22.40 | 22.91 | 13.62 | 11.92 | 9.88 | 9.82 | … | … | 3.36 | 22.56 | 22.71 | 20.87 | -3.51 | 8.75 | 14.81 | 17.11 | -2.47 | 12.69 | 7.13 | -2.30 | 7.77 | 12.78 | 13.40 | 1.51 | 12.92 | 24.62 | -1.48 | 0.23 | 14.89 | 4.89 | 15.02 | 22.70 | 7.66 | 6.22 |
| Sharpe Ratio | NA | 2.84 | 2.15 | 1.23 | 1.24 | NA | NA | … | … | 0.38 | 2.05 | 2.28 | 2.19 | -0.51 | 0.87 | 1.90 | 2.33 | -0.42 | 2.63 | 1.03 | -0.34 | 1.25 | 1.76 | 1.79 | 0.10 | 1.29 | 2.38 | -0.32 | -0.30 | 1.67 | 0.35 | 1.91 | 3.66 | 1.37 | 0.78 |
| Standard Deviation(%) | NA | 8.05 | 8.92 | 9.02 | 8.37 | NA | NA | … | … | 9.85 | 9.57 | 8.38 | 7.87 | 9.61 | 10.07 | 7.68 | 6.73 | 9.13 | 4.57 | 6.68 | 6.80 | 6.20 | 7.25 | 7.45 | 15.22 | 9.95 | 10.32 | 7.62 | 9.88 | 6.87 | 7.56 | 7.34 | 6.01 | 4.77 | 4.87 |
| Draw Down(%) | NA | 5.81 | 10.90 | 14.27 | 14.27 | NA | NA | … | … | 5.81 | 10.90 | 4.55 | 4.86 | 13.35 | 5.56 | 6.55 | 2.63 | 10.93 | 1.92 | 4.76 | 7.28 | 4.36 | 6.55 | 5.27 | 13.41 | 7.57 | 4.76 | 4.62 | 7.41 | 4.35 | 5.38 | 7.07 | 1.97 | 2.48 | 5.13 |
| Yield(%) | NA | 15.26 | 13.22 | 8.85 | 6.46 | NA | NA | … | … | NA | NA | 4.50 | 15.71 | 13.36 | 4.36 | 2.76 | 2.40 | 6.91 | 4.01 | 3.42 | 1.49 | 5.07 | 3.84 | 3.92 | 2.85 | 3.77 | 4.54 | 3.99 | 4.68 | 5.94 | 4.72 | 5.11 | 4.57 | 9.00 | 6.41 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate |
2.36%
Apr 2006 – Apr 2009 |
4.39%
Dec 2013 – Dec 2018 |
6.70%
Apr 2013 – Apr 2023 |
7.20%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate |
22.96%
Feb 2023 – Feb 2026 |
15.75%
Oct 2020 – Oct 2025 |
11.97%
Apr 2016 – Apr 2026 |
10.07%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart