Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WARWICK VALLEY TELEPHONE COMPANY 401(k) PLAN Tactical Asset Allocation Moderate | NA | 33.89% | 11.28% | 12.32% | 7.32% | 7.43% | 7.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WARWICK VALLEY TELEPHONE COMPANY 401(k) 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 (%) | -0.06 | 33.89 | 11.28 | 12.32 | 7.32 | 7.43 | 7.08 | … | … | 0.62 | 23.08 | 23.25 | -2.64 | 4.18 | 15.86 | 7.08 | -1.71 | 3.78 | 4.09 | -0.13 | 1.82 | 17.64 | 4.29 | 2.05 | 9.13 | 14.48 | -1.96 | 4.09 | 10.41 | 4.16 | 7.32 | 19.19 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.84 | 1.06 | 0.98 | 0.75 | NA | NA | … | … | 0.14 | 2.72 | 2.61 | -0.29 | 0.31 | 2.14 | 1.48 | -0.56 | 0.75 | 1.15 | -0.04 | 0.36 | 2.33 | 0.63 | 0.21 | 0.98 | 1.77 | -1.39 | 0.12 | 1.13 | 0.31 | 0.76 | 2.18 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.01 | 9.71 | 10.15 | 7.76 | NA | NA | … | … | 4.20 | 6.06 | 7.28 | 13.90 | 13.37 | 7.31 | 3.83 | 5.39 | 4.22 | 3.39 | 3.77 | 4.94 | 7.54 | 6.75 | 9.79 | 9.27 | 8.11 | 2.08 | 9.01 | 6.34 | 6.39 | 8.37 | 8.47 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.08 | 11.92 | 18.89 | 18.89 | NA | NA | … | … | 0.24 | 4.08 | 4.05 | 12.44 | 10.50 | 4.14 | 1.92 | 8.94 | 2.89 | 2.58 | 4.36 | 3.78 | 4.21 | 6.70 | 10.38 | 8.96 | 4.39 | 3.53 | 6.35 | 6.25 | 4.84 | 6.88 | 4.02 | 0.00 | 0.00 |
| Yield(%) | NA | 18.08 | 11.47 | 8.38 | 5.24 | NA | NA | … | … | NA | 5.62 | 16.59 | 9.99 | 0.89 | 5.82 | 1.94 | 4.40 | 1.02 | 2.56 | 1.08 | 1.48 | 4.91 | 1.82 | 1.93 | 1.03 | 3.69 | 0.74 | 2.48 | 5.56 | 3.93 | 5.32 | 1.31 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| WARWICK VALLEY TELEPHONE COMPANY 401(k) PLAN Tactical Asset Allocation Moderate |
1.52%
Oct 2017 – Oct 2020 |
1.54%
Dec 2013 – Dec 2018 |
3.72%
Apr 2010 – Apr 2020 |
4.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARWICK VALLEY TELEPHONE COMPANY 401(k) PLAN Tactical Asset Allocation Moderate |
13.88%
Dec 2021 – Dec 2024 |
13.12%
Nov 2019 – Nov 2024 |
7.83%
Apr 2001 – Apr 2011 |
7.53%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart