Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS-SONOMA, INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 31.48% | 12.88% | 12.75% | 8.18% | 7.59% | 7.63% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILLIAMS-SONOMA, INC. 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 (%) | -0.54 | 31.48 | 12.88 | 12.75 | 8.18 | 7.59 | 7.63 | … | … | 0.69 | 13.78 | 27.21 | -4.07 | 10.27 | 14.47 | 6.73 | -3.66 | 10.89 | 4.58 | -0.25 | 0.13 | 14.44 | 7.81 | 1.47 | 5.49 | 16.84 | -3.71 | 7.41 | 12.63 | 4.23 | 11.82 | 18.04 | 3.92 | 6.77 |
| Sharpe Ratio | NA | 1.00 | 0.78 | 1.03 | 0.80 | NA | NA | … | … | 0.15 | 0.91 | 3.22 | -0.41 | 1.24 | 1.72 | 1.03 | -0.70 | 2.32 | 1.07 | -0.06 | 0.02 | 2.22 | 1.62 | 0.19 | 0.52 | 2.05 | -1.12 | 0.50 | 1.27 | 0.37 | 1.61 | 3.78 | 0.75 | 1.10 |
| Standard Deviation(%) | NA | 7.86 | 9.83 | 9.23 | 7.52 | NA | NA | … | … | 4.36 | 7.89 | 7.12 | 13.28 | 8.27 | 8.25 | 5.16 | 7.11 | 4.42 | 4.10 | 5.03 | 5.67 | 6.50 | 4.77 | 7.69 | 10.34 | 8.18 | 4.16 | 8.82 | 7.34 | 5.56 | 6.75 | 4.59 | 3.75 | 4.07 |
| Draw Down(%) | NA | 7.76 | 14.76 | 14.80 | 14.80 | NA | NA | … | … | 0.15 | 7.76 | 3.42 | 14.76 | 4.42 | 8.00 | 3.91 | 9.62 | 2.56 | 2.29 | 5.40 | 6.49 | 4.36 | 3.64 | 6.64 | 9.40 | 3.74 | 6.89 | 6.38 | 7.56 | 4.85 | 5.20 | 2.57 | 4.19 | 2.78 |
| Yield(%) | NA | 18.15 | 11.99 | 8.62 | 5.55 | NA | NA | … | … | NA | 5.49 | 17.10 | 7.41 | 5.78 | 4.70 | 3.62 | 3.24 | 0.45 | 2.66 | 1.19 | 4.04 | 4.17 | 3.53 | 1.76 | 4.09 | 4.61 | 2.54 | 6.68 | 6.80 | 6.16 | 4.67 | 3.80 | 5.11 | 6.72 |
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 |
|---|---|---|---|---|
| WILLIAMS-SONOMA, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
0.78%
Oct 2017 – Oct 2020 |
2.22%
Dec 2013 – Dec 2018 |
4.15%
Sep 2012 – Sep 2022 |
4.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILLIAMS-SONOMA, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
15.22%
Nov 2021 – Nov 2024 |
13.37%
Nov 2019 – Nov 2024 |
8.73%
Apr 2001 – Apr 2011 |
7.79%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart