Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| United Western Bancorp, Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 33.27% | 11.03% | 12.88% | 8.23% | 8.57% | 10.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United Western Bancorp, 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 (%) | -0.82 | 33.27 | 11.03 | 12.88 | 8.23 | 8.57 | 10.21 | … | … | 0.12 | 17.31 | 22.62 | -8.53 | 14.51 | 16.85 | 13.01 | -4.56 | 11.76 | 4.62 | -3.18 | 3.92 | 10.54 | 6.94 | 3.42 | 15.80 | 30.76 | -2.90 | 17.86 | 16.54 | 14.41 | 12.39 | 28.83 | 11.38 | 7.77 |
| Sharpe Ratio | NA | 1.52 | 0.59 | 0.94 | 0.74 | NA | NA | … | … | 0.01 | 1.49 | 2.15 | -0.71 | 1.39 | 1.83 | 2.21 | -0.74 | 2.04 | 0.72 | -0.52 | 0.66 | 1.46 | 1.12 | 0.36 | 1.22 | 3.53 | -0.86 | 1.36 | 1.48 | 1.73 | 1.28 | 4.96 | 1.80 | 1.02 |
| Standard Deviation(%) | NA | 7.14 | 10.36 | 10.13 | 8.43 | NA | NA | … | … | 5.05 | 7.21 | 8.55 | 14.03 | 10.43 | 9.07 | 5.26 | 7.98 | 5.46 | 6.11 | 6.16 | 5.90 | 7.19 | 6.14 | 9.29 | 12.90 | 8.69 | 4.43 | 10.93 | 8.94 | 7.07 | 8.92 | 5.68 | 5.69 | 5.34 |
| Draw Down(%) | NA | 6.65 | 13.51 | 15.41 | 15.41 | NA | NA | … | … | 0.38 | 6.65 | 6.10 | 14.58 | 4.42 | 12.08 | 2.78 | 11.69 | 2.60 | 4.81 | 9.00 | 5.56 | 6.35 | 6.85 | 7.87 | 9.74 | 4.55 | 5.75 | 9.59 | 11.61 | 5.68 | 11.44 | 3.28 | 6.69 | 3.66 |
| Yield(%) | NA | 20.53 | 16.12 | 11.98 | 7.18 | NA | NA | … | … | NA | 5.37 | 19.32 | 13.51 | 9.09 | 5.92 | 6.56 | 2.54 | 0.26 | 2.83 | 2.19 | 3.73 | 4.37 | 4.31 | 4.00 | 4.24 | 4.19 | 3.26 | 8.60 | 6.58 | 6.02 | 2.85 | 5.08 | 4.13 | 6.87 |
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 |
|---|---|---|---|---|
| United Western Bancorp, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
1.72%
Dec 2013 – Dec 2016 |
2.21%
Mar 2015 – Mar 2020 |
4.62%
Apr 2010 – Apr 2020 |
6.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Western Bancorp, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
20.45%
Oct 2004 – Oct 2007 |
19.21%
Oct 2002 – Oct 2007 |
15.48%
Apr 2001 – Apr 2011 |
11.36%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart