Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| University of Washington Retirement Plan Fidelity Tactical Asset Allocation Moderate | NA | 0.33% | 6.82% | 9.75% | 8.00% | 8.95% | 9.57% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| University of Washington Retirement Plan Fidelity Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -3.12 | 0.33 | 6.82 | 9.75 | 8.00 | 8.95 | 9.57 | … | … | 0.92 | 16.61 | 14.89 | -12.11 | 7.84 | 21.81 | 21.07 | -2.16 | 16.28 | 7.71 | 3.43 | 6.98 | 19.20 | 12.95 | 2.02 | 14.10 | 17.40 | -0.04 | 12.60 | 12.93 | 11.05 | 11.22 | 13.57 | 4.60 | 2.23 |
| Sharpe Ratio | NA | 0.10 | 0.51 | 0.53 | 0.61 | NA | NA | … | … | -0.02 | 1.04 | 1.21 | -1.00 | 0.67 | 1.08 | 2.49 | -0.33 | 3.00 | 0.87 | 0.37 | 0.86 | 2.47 | 1.75 | 0.14 | 1.29 | 1.68 | -0.17 | 0.97 | 1.16 | 1.41 | 1.32 | 1.54 | 0.75 | -0.03 |
| Standard Deviation(%) | NA | 15.39 | 12.56 | 12.63 | 11.98 | NA | NA | … | … | 18.26 | 12.52 | 9.26 | 13.47 | 11.62 | 20.00 | 7.87 | 10.69 | 5.22 | 8.61 | 9.17 | 8.07 | 7.75 | 7.36 | 13.89 | 10.87 | 10.30 | 5.86 | 9.69 | 8.17 | 6.24 | 7.78 | 8.37 | 4.62 | 5.70 |
| Draw Down(%) | NA | 17.69 | 17.69 | 20.55 | 21.07 | NA | NA | … | … | 14.45 | 8.38 | 8.46 | 17.64 | 5.93 | 21.07 | 4.52 | 13.31 | 1.64 | 7.59 | 7.22 | 4.80 | 5.37 | 5.84 | 11.99 | 9.46 | 5.20 | 5.34 | 7.29 | 9.53 | 4.04 | 6.93 | 6.00 | 2.75 | 5.54 |
| Yield(%) | NA | 4.96 | 4.05 | 6.28 | 5.18 | NA | NA | … | … | NA | 3.03 | 2.94 | 1.65 | 8.73 | 7.83 | 9.06 | 3.92 | 5.72 | 4.03 | 4.57 | 4.00 | 3.46 | 2.47 | 3.19 | 1.85 | 3.41 | 3.88 | 6.95 | 5.89 | 3.88 | 2.87 | 3.27 | 4.58 | 4.80 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| University of Washington Retirement Plan Fidelity Tactical Asset Allocation Moderate |
2.48%
Apr 2021 – Apr 2024 |
5.72%
Sep 2017 – Sep 2022 |
7.35%
Oct 2013 – Oct 2023 |
8.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University of Washington Retirement Plan Fidelity Tactical Asset Allocation Moderate |
16.73%
Dec 2018 – Dec 2021 |
14.07%
Apr 2016 – Apr 2021 |
11.73%
Sep 2011 – Sep 2021 |
11.11%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart