Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| West Coast Bancorp 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.67% | 1.16% | 5.37% | 3.62% | 4.53% | 5.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| West Coast Bancorp 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 (%) | -1.06 | 21.67 | 1.16 | 5.37 | 3.62 | 4.53 | 5.57 | … | … | 0.91 | 6.53 | 12.72 | -15.56 | 5.37 | 15.99 | 10.27 | -7.44 | 9.57 | 2.16 | -4.44 | 1.06 | 12.94 | 7.84 | 0.76 | 5.86 | 21.36 | -5.54 | 12.76 | 10.61 | 6.73 | 8.39 | 17.79 | 0.86 | 6.12 |
| Sharpe Ratio | NA | 0.16 | -0.27 | 0.21 | 0.19 | NA | NA | … | … | 0.09 | -0.01 | 1.08 | -1.61 | 0.53 | 1.77 | 1.89 | -1.01 | 1.93 | 0.39 | -0.74 | 0.18 | 2.27 | 1.57 | 0.10 | 0.68 | 2.80 | -1.57 | 1.06 | 0.99 | 0.78 | 1.03 | 3.43 | -0.06 | 1.01 |
| Standard Deviation(%) | NA | 10.58 | 9.77 | 9.69 | 8.06 | NA | NA | … | … | 9.66 | 10.58 | 7.85 | 10.55 | 10.11 | 8.92 | 4.68 | 8.71 | 4.62 | 5.02 | 6.01 | 5.74 | 5.69 | 4.95 | 7.13 | 8.45 | 7.58 | 4.11 | 9.25 | 7.45 | 5.82 | 7.22 | 4.98 | 4.14 | 3.79 |
| Draw Down(%) | NA | 9.35 | 14.94 | 18.65 | 18.65 | NA | NA | … | … | 0.76 | 9.35 | 6.86 | 16.22 | 6.21 | 12.39 | 2.67 | 13.67 | 3.78 | 4.91 | 7.55 | 5.40 | 3.73 | 5.12 | 6.61 | 8.25 | 3.98 | 9.02 | 7.13 | 8.86 | 4.97 | 6.43 | 2.41 | 5.42 | 2.50 |
| Yield(%) | NA | 7.32 | 7.38 | 5.98 | 4.72 | NA | NA | … | … | NA | 0.75 | 7.67 | 3.88 | 10.03 | 4.16 | 4.35 | 3.74 | 0.57 | 3.26 | 4.43 | 5.29 | 8.01 | 4.77 | 2.58 | 3.50 | 4.56 | 3.01 | 6.72 | 5.38 | 4.63 | 5.42 | 3.78 | 3.77 | 5.74 |
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 |
|---|---|---|---|---|
| West Coast Bancorp 401(k) Plan Tactical Asset Allocation Moderate |
-0.45%
Dec 2013 – Dec 2016 |
0.01%
Dec 2013 – Dec 2018 |
1.90%
Oct 2013 – Oct 2023 |
3.58%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| West Coast Bancorp 401(k) Plan Tactical Asset Allocation Moderate |
12.29%
Oct 2004 – Oct 2007 |
12.11%
Oct 2002 – Oct 2007 |
8.57%
Apr 2001 – Apr 2011 |
7.26%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart