Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 401(k) Plan as Adopted by Westfield Bank Tactical Asset Allocation Moderate | NA | -3.20% | -2.13% | 0.97% | 1.32% | 4.19% | 4.62% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 401(k) Plan as Adopted by Westfield Bank Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.38 | -3.20 | -2.13 | 0.97 | 1.32 | 4.19 | 4.62 | … | … | 0.37 | 9.98 | -21.19 | 5.98 | 13.14 | 12.66 | -2.95 | 8.46 | 4.67 | -6.51 | -0.73 | 17.17 | 4.08 | 1.81 | 10.73 | 20.29 | -5.70 | 8.45 | 10.24 | 3.02 | 10.49 | 17.64 | 5.06 | 6.00 |
| Sharpe Ratio | NA | 0.18 | -0.49 | 0.15 | 0.13 | NA | NA | … | … | 0.01 | 0.73 | -2.02 | 0.60 | 1.47 | 2.91 | -0.57 | 1.42 | 1.03 | -1.15 | -0.12 | 2.36 | 0.66 | 0.18 | 1.05 | 2.43 | -1.36 | 0.57 | 0.91 | 0.14 | 1.20 | 3.15 | 1.55 | 0.93 |
| Standard Deviation(%) | NA | 7.82 | 9.69 | 8.74 | 7.43 | NA | NA | … | … | 7.97 | 7.88 | 11.17 | 9.87 | 8.76 | 3.87 | 7.43 | 5.51 | 4.32 | 5.71 | 6.15 | 7.27 | 6.13 | 9.93 | 10.16 | 8.32 | 4.86 | 9.54 | 7.69 | 6.22 | 7.99 | 5.38 | 2.55 | 3.98 |
| Draw Down(%) | NA | 7.44 | 25.21 | 25.21 | 25.21 | NA | NA | … | … | 2.14 | 7.44 | 21.95 | 7.17 | 10.76 | 1.97 | 8.90 | 4.89 | 4.73 | 9.29 | 5.56 | 5.09 | 6.10 | 10.35 | 9.19 | 4.47 | 8.60 | 6.83 | 9.12 | 5.08 | 7.51 | 2.81 | 1.60 | 2.82 |
| Yield(%) | NA | 3.37 | 3.19 | 3.76 | 2.81 | NA | NA | … | … | 0.11 | 3.50 | 1.63 | 4.45 | 5.58 | 3.76 | 3.76 | 0.05 | 2.68 | 1.18 | 1.74 | 6.03 | 4.10 | 2.12 | 2.30 | 4.05 | 2.38 | 4.92 | 4.36 | 2.34 | 3.36 | 2.63 | 4.74 | 5.94 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| 401(k) Plan as Adopted by Westfield Bank Tactical Asset Allocation Moderate |
-2.79%
Dec 2020 – Dec 2023 |
0.45%
Dec 2013 – Dec 2018 |
1.32%
Oct 2013 – Oct 2023 |
3.59%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401(k) Plan as Adopted by Westfield Bank Tactical Asset Allocation Moderate |
12.03%
Apr 2003 – Apr 2006 |
11.13%
Feb 2009 – Feb 2014 |
9.21%
Apr 2001 – Apr 2011 |
7.08%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart