Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Bank of Hawaii Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 23.60% | 0.45% | 4.52% | 3.60% | 3.77% | 4.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bank of Hawaii Retirement Savings Plan 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 (%) | -0.80 | 23.60 | 0.45 | 4.52 | 3.60 | 3.77 | 4.72 | … | … | 1.19 | 8.63 | 16.89 | -20.95 | 6.21 | 10.66 | 5.29 | -1.63 | 13.38 | 7.58 | -5.29 | -0.06 | 17.13 | 5.09 | 3.98 | -9.33 | 11.17 | -0.39 | 14.96 | 9.14 | 2.61 | 7.33 | 16.43 | 6.28 | 5.90 |
| Sharpe Ratio | NA | 0.42 | -0.20 | 0.10 | 0.22 | NA | NA | … | … | 0.08 | 0.21 | 1.24 | -1.74 | 0.55 | 1.00 | 0.67 | -0.35 | 2.50 | 1.27 | -0.75 | -0.01 | 2.37 | 0.97 | 0.55 | -0.48 | 1.61 | -0.39 | 1.18 | 0.73 | 0.08 | 0.92 | 2.76 | 1.21 | 0.76 |
| Standard Deviation(%) | NA | 9.87 | 11.03 | 10.99 | 9.03 | NA | NA | … | … | 13.49 | 9.84 | 10.20 | 12.87 | 11.17 | 10.40 | 5.80 | 8.43 | 5.10 | 5.79 | 7.11 | 7.41 | 7.21 | 5.20 | 7.22 | 19.71 | 6.88 | 3.39 | 10.17 | 8.01 | 5.43 | 6.95 | 5.71 | 4.28 | 4.71 |
| Draw Down(%) | NA | 8.00 | 20.57 | 24.67 | 24.67 | NA | NA | … | … | 1.02 | 8.00 | 10.70 | 23.18 | 5.58 | 11.87 | 5.09 | 10.35 | 2.45 | 3.60 | 9.61 | 8.26 | 4.77 | 4.81 | 5.02 | 18.28 | 3.77 | 4.85 | 7.62 | 9.55 | 4.51 | 7.19 | 2.69 | 2.38 | 3.90 |
| Yield(%) | NA | 5.05 | 4.03 | 3.61 | 2.99 | NA | NA | … | … | NA | 0.58 | 5.28 | 2.21 | 3.90 | 3.08 | 3.15 | 1.24 | 0.50 | 4.78 | 1.10 | 3.89 | 3.65 | 3.17 | 2.04 | 4.29 | 3.20 | 3.22 | 6.88 | 4.92 | 3.14 | 3.70 | 3.50 | 5.29 | 5.29 |
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 |
|---|---|---|---|---|
| Bank of Hawaii Retirement Savings Plan Tactical Asset Allocation Moderate |
-2.42%
Dec 2019 – Dec 2022 |
-0.79%
Sep 2018 – Sep 2023 |
1.80%
Oct 2013 – Oct 2023 |
2.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bank of Hawaii Retirement Savings Plan Tactical Asset Allocation Moderate |
11.66%
Oct 2004 – Oct 2007 |
10.78%
Oct 2002 – Oct 2007 |
6.71%
Apr 2001 – Apr 2011 |
6.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart