Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Territorial Savings Bank 401(k) Plan Tactical Asset Allocation Moderate | NA | 26.34% | 0.01% | 5.06% | 5.27% | 5.83% | 6.71% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Territorial Savings 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 (%) | -1.05 | 26.34 | 0.01 | 5.06 | 5.27 | 5.83 | 6.71 | … | … | 0.55 | 10.59 | 17.13 | -22.31 | 4.73 | 17.05 | 10.72 | 0.45 | 17.97 | 4.52 | -3.39 | 2.27 | 14.69 | 1.80 | 4.04 | 9.78 | 13.06 | 3.62 | 10.11 | 13.80 | 4.16 | 11.75 | 17.26 | 1.86 | 7.48 |
| Sharpe Ratio | NA | 0.55 | -0.21 | 0.15 | 0.37 | NA | NA | … | … | 0.05 | 0.39 | 1.31 | -1.38 | 0.43 | 1.79 | 1.92 | -0.11 | 3.52 | 0.89 | -0.65 | 0.37 | 2.16 | 0.33 | 0.51 | 0.93 | 1.61 | 0.44 | 0.73 | 1.46 | 0.37 | 1.55 | 3.05 | 0.14 | 1.04 |
| Standard Deviation(%) | NA | 10.25 | 12.92 | 11.91 | 9.34 | NA | NA | … | … | 10.82 | 10.31 | 9.84 | 17.21 | 10.86 | 9.42 | 4.85 | 7.96 | 4.93 | 4.84 | 5.27 | 6.08 | 6.78 | 5.35 | 7.86 | 10.44 | 8.08 | 6.12 | 9.76 | 7.19 | 5.44 | 6.97 | 5.43 | 5.22 | 4.97 |
| Draw Down(%) | NA | 5.47 | 25.87 | 29.16 | 29.16 | NA | NA | … | … | 0.93 | 5.45 | 10.14 | 27.25 | 6.26 | 8.79 | 3.56 | 7.21 | 1.56 | 3.96 | 6.05 | 5.41 | 4.40 | 5.21 | 7.03 | 9.13 | 3.90 | 5.44 | 6.84 | 7.07 | 4.01 | 6.75 | 3.09 | 5.68 | 3.44 |
| Yield(%) | NA | 2.45 | 3.27 | 3.06 | 2.33 | NA | NA | … | … | NA | 0.72 | 2.22 | 2.34 | 4.35 | 2.41 | 3.87 | 1.48 | 0.16 | 2.19 | 1.76 | 2.10 | 1.37 | 2.80 | 2.58 | 2.75 | 3.86 | 4.46 | 5.76 | 6.54 | 3.14 | 2.66 | 4.32 | 5.00 | 6.50 |
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 |
|---|---|---|---|---|
| Territorial Savings Bank 401(k) Plan Tactical Asset Allocation Moderate |
-2.37%
Apr 2021 – Apr 2024 |
0.77%
Sep 2017 – Sep 2022 |
3.23%
Oct 2013 – Oct 2023 |
4.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Territorial Savings Bank 401(k) Plan Tactical Asset Allocation Moderate |
12.65%
Apr 2003 – Apr 2006 |
12.27%
Oct 2002 – Oct 2007 |
9.73%
Apr 2001 – Apr 2011 |
8.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart