Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.26% | -0.28% | 4.24% | 4.00% | 5.29% | 6.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS 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 (%) | -0.97 | 18.26 | -0.28 | 4.24 | 4.00 | 5.29 | 6.32 | … | … | 0.66 | 4.73 | 11.51 | -16.59 | 6.58 | 13.28 | 9.25 | -3.52 | 9.99 | 6.13 | -2.03 | 0.72 | 13.52 | 10.27 | 2.77 | 9.31 | 21.38 | -3.13 | 11.99 | 14.03 | 4.78 | 9.66 | 21.39 | 6.33 | 7.03 |
| Sharpe Ratio | NA | -0.05 | -0.51 | 0.10 | 0.27 | NA | NA | … | … | 0.09 | -0.20 | 0.98 | -2.19 | 0.71 | 1.55 | 1.76 | -0.65 | 1.89 | 1.14 | -0.36 | 0.14 | 2.27 | 2.10 | 0.37 | 1.15 | 2.94 | -0.73 | 1.02 | 1.48 | 0.48 | 1.31 | 3.96 | 1.17 | 1.05 |
| Standard Deviation(%) | NA | 9.13 | 8.29 | 8.52 | 7.22 | NA | NA | … | … | 6.74 | 9.16 | 7.36 | 8.19 | 9.23 | 8.43 | 4.47 | 7.38 | 4.94 | 5.22 | 5.68 | 5.06 | 5.95 | 4.86 | 7.45 | 8.02 | 7.24 | 5.56 | 8.80 | 7.26 | 5.44 | 6.67 | 5.22 | 4.47 | 4.52 |
| Draw Down(%) | NA | 7.78 | 16.37 | 19.40 | 19.40 | NA | NA | … | … | 0.37 | 7.78 | 6.89 | 17.25 | 6.65 | 10.54 | 2.41 | 10.34 | 2.83 | 3.60 | 6.79 | 5.89 | 4.36 | 4.40 | 6.83 | 7.63 | 4.11 | 7.65 | 6.25 | 8.85 | 4.71 | 7.03 | 2.43 | 3.86 | 3.80 |
| Yield(%) | NA | 5.28 | 6.21 | 5.54 | 4.67 | NA | NA | … | … | NA | 0.74 | 5.17 | 3.54 | 9.42 | 4.64 | 5.50 | 4.80 | 0.35 | 3.42 | 5.57 | 4.40 | 6.35 | 6.05 | 2.83 | 4.96 | 4.91 | 3.91 | 6.95 | 6.18 | 4.08 | 4.83 | 3.76 | 4.91 | 7.11 |
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 |
|---|---|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.20%
Apr 2021 – Apr 2024 |
1.10%
May 2018 – May 2023 |
2.43%
Oct 2013 – Oct 2023 |
4.71%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
13.12%
Jan 2003 – Jan 2006 |
13.31%
Oct 2002 – Oct 2007 |
10.72%
Apr 2001 – Apr 2011 |
8.75%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart