Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Tactical Asset Allocation Moderate | NA | -1.42% | -0.32% | 1.56% | 2.04% | 4.24% | 5.18% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.53 | -1.42 | -0.32 | 1.56 | 2.04 | 4.24 | 5.18 | … | … | 1.78 | 10.48 | -16.99 | 7.71 | 11.25 | 9.70 | -3.50 | 3.61 | 4.83 | 2.08 | 0.56 | 16.95 | 6.73 | -2.32 | 8.42 | 18.64 | 0.17 | 10.66 | 9.50 | 5.08 | 10.78 | 17.49 | -0.15 | 6.54 |
| Sharpe Ratio | NA | 0.42 | -0.16 | 0.29 | 0.28 | NA | NA | … | … | 0.19 | 0.80 | -1.65 | 0.89 | 1.22 | 1.85 | -0.69 | 0.53 | 1.10 | 0.41 | 0.08 | 2.49 | 1.42 | -0.22 | 0.75 | 2.18 | -0.19 | 0.84 | 0.81 | 0.50 | 1.25 | 3.01 | -0.27 | 1.16 |
| Standard Deviation(%) | NA | 7.72 | 9.25 | 8.54 | 7.24 | NA | NA | … | … | 7.76 | 7.82 | 11.12 | 8.61 | 9.01 | 4.49 | 6.96 | 5.58 | 4.21 | 5.01 | 6.48 | 6.80 | 4.70 | 10.84 | 11.15 | 8.52 | 3.89 | 9.12 | 7.69 | 5.87 | 7.84 | 5.58 | 4.61 | 3.66 |
| Draw Down(%) | NA | 6.93 | 19.61 | 19.61 | 19.61 | NA | NA | … | … | 1.63 | 6.93 | 17.65 | 4.98 | 10.46 | 3.14 | 7.99 | 5.58 | 4.17 | 3.93 | 6.35 | 5.04 | 4.14 | 11.15 | 10.06 | 4.75 | 3.34 | 7.30 | 9.80 | 4.54 | 7.64 | 3.13 | 6.26 | 2.77 |
| Yield(%) | NA | 3.29 | 4.19 | 4.75 | 4.05 | NA | NA | … | … | 0.01 | 3.53 | 1.97 | 7.11 | 5.62 | 5.70 | 1.91 | 0.24 | 3.21 | 5.38 | 6.06 | 7.06 | 4.23 | 1.95 | 4.29 | 4.16 | 2.90 | 6.47 | 4.63 | 3.12 | 2.44 | 3.14 | 5.19 | 6.65 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Tactical Asset Allocation Moderate |
-0.54%
Nov 2020 – Nov 2023 |
0.64%
Nov 2017 – Nov 2022 |
2.04%
Oct 2013 – Oct 2023 |
4.17%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Tactical Asset Allocation Moderate |
12.54%
Apr 2003 – Apr 2006 |
11.42%
Oct 2002 – Oct 2007 |
9.14%
Apr 2001 – Apr 2011 |
7.82%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart