Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLY401K Strategic Asset Allocation – Optimal Moderate | 2.91% | 15.38% | 12.08% | 5.88% | 8.77% | 7.19% | 6.45% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLY401K Strategic Asset Allocation – Optimal 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 (%) | 0.09 | 15.38 | 12.08 | 5.88 | 8.77 | 7.19 | 6.45 | … | … | 2.91 | 13.89 | 9.40 | 13.94 | -13.93 | 9.46 | 16.72 | 19.06 | -4.62 | 14.40 | 7.05 | 0.01 | 4.26 | 17.66 | 10.73 | -3.72 | 14.42 | 22.84 | -25.92 | 6.79 | 12.34 | 8.21 | 12.26 | 20.54 | -10.28 | 4.62 |
| Sharpe Ratio | NA | 1.92 | 0.98 | 0.31 | 0.63 | NA | NA | … | … | 0.33 | 1.11 | 0.75 | 1.19 | -1.02 | 1.07 | 0.87 | 2.49 | -0.65 | 3.17 | 0.80 | 0.00 | 0.61 | 2.38 | 1.24 | -0.23 | 1.10 | 1.22 | -1.12 | 0.36 | 1.17 | 0.88 | 1.54 | 2.22 | -0.78 | 0.16 |
| Standard Deviation(%) | NA | 7.81 | 8.80 | 10.34 | 10.58 | NA | NA | … | … | 9.73 | 9.87 | 7.76 | 8.66 | 15.09 | 8.82 | 18.90 | 7.06 | 9.28 | 4.33 | 8.57 | 8.67 | 6.94 | 7.41 | 8.59 | 16.08 | 13.01 | 18.66 | 24.01 | 10.14 | 7.62 | 6.77 | 7.35 | 8.93 | 14.63 | 13.34 |
| Draw Down(%) | NA | 6.00 | 10.76 | 20.50 | 21.58 | NA | NA | … | … | 6.00 | 9.95 | 4.45 | 8.25 | 19.83 | 3.81 | 21.58 | 3.75 | 12.03 | 1.33 | 7.09 | 8.15 | 5.13 | 5.06 | 7.36 | 16.61 | 9.87 | 17.74 | 35.55 | 7.04 | 8.16 | 4.65 | 6.26 | 8.40 | 21.51 | 15.46 |
| Yield(%) | NA | 2.88 | 2.84 | 2.68 | 2.33 | NA | NA | … | … | NA | NA | 0.80 | 2.60 | 2.15 | 3.38 | 2.31 | 2.53 | 2.32 | 1.78 | 2.19 | 1.79 | 1.69 | 1.92 | 1.45 | 0.78 | 0.97 | 1.25 | 2.69 | 4.00 | 4.06 | 2.14 | 1.31 | 1.34 | 0.80 | 1.34 |
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 |
|---|---|---|---|---|
| WLY401K Strategic Asset Allocation – Optimal Moderate |
-8.82%
Feb 2006 – Feb 2009 |
-1.46%
Feb 2004 – Feb 2009 |
4.22%
Jan 2006 – Jan 2016 |
4.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLY401K Strategic Asset Allocation – Optimal Moderate |
17.64%
Feb 2009 – Feb 2012 |
15.09%
Feb 2009 – Feb 2014 |
10.10%
Feb 2009 – Feb 2019 |
9.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart