Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Whidbey Island Bank 401(k) Plan Tactical Asset Allocation Moderate | NA | 15.71% | 1.09% | 4.21% | 3.68% | 5.49% | 7.78% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whidbey Island Bank 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 (%) | -1.45 | 15.71 | 1.09 | 4.21 | 3.68 | 5.49 | 7.78 | … | … | 0.84 | 2.84 | 12.78 | -13.30 | 3.78 | 12.24 | 9.32 | -3.85 | 13.69 | 3.49 | -5.64 | 5.37 | 8.87 | 9.24 | 1.81 | 15.86 | 28.88 | -4.03 | 19.03 | 16.37 | 15.33 | 17.01 | 21.63 | 8.40 | 7.14 |
| Sharpe Ratio | NA | -0.20 | -0.38 | 0.09 | 0.19 | NA | NA | … | … | 0.12 | -0.38 | 1.03 | -1.61 | 0.43 | 1.30 | 1.54 | -0.68 | 2.60 | 0.59 | -0.89 | 0.89 | 1.26 | 1.66 | 0.19 | 1.17 | 2.57 | -0.86 | 1.25 | 1.42 | 1.95 | 1.96 | 4.16 | 1.42 | 0.88 |
| Standard Deviation(%) | NA | 9.77 | 9.14 | 9.07 | 7.71 | NA | NA | … | … | 6.39 | 9.87 | 8.31 | 9.13 | 8.75 | 9.21 | 5.15 | 7.64 | 5.02 | 5.59 | 6.38 | 6.02 | 7.00 | 5.52 | 9.25 | 13.52 | 11.20 | 5.75 | 12.84 | 9.23 | 6.76 | 8.21 | 5.03 | 5.14 | 5.48 |
| Draw Down(%) | NA | 6.01 | 13.82 | 14.75 | 14.75 | NA | NA | … | … | 0.39 | 6.01 | 9.07 | 13.85 | 5.21 | 10.04 | 2.70 | 11.04 | 3.10 | 5.06 | 10.65 | 5.18 | 7.32 | 4.62 | 7.98 | 9.39 | 4.94 | 7.48 | 10.06 | 12.25 | 4.86 | 10.38 | 4.24 | 5.09 | 4.47 |
| Yield(%) | NA | 4.33 | 3.66 | 4.03 | 3.53 | NA | NA | … | … | NA | 0.71 | 4.16 | 1.59 | 4.83 | 4.36 | 5.13 | 3.83 | 0.26 | 3.12 | 3.81 | 3.94 | 3.43 | 3.97 | 3.32 | 3.78 | 4.15 | 3.41 | 9.74 | 7.36 | 3.88 | 3.75 | 4.94 | 5.17 | 7.64 |
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 |
|---|---|---|---|---|
| Whidbey Island Bank 401(k) Plan Tactical Asset Allocation Moderate |
-0.37%
Apr 2021 – Apr 2024 |
1.02%
Oct 2017 – Oct 2022 |
2.79%
Oct 2013 – Oct 2023 |
4.80%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whidbey Island Bank 401(k) Plan Tactical Asset Allocation Moderate |
21.42%
Oct 2004 – Oct 2007 |
19.19%
Oct 2002 – Oct 2007 |
14.83%
Apr 2001 – Apr 2011 |
11.07%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart