Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Wipro Limited 401K Plan Tactical Asset Allocation Moderate | NA | 28.37% | 5.73% | 9.15% | 7.41% | 8.01% | 8.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wipro Limited 401K 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 (%) | -0.67 | 28.37 | 5.73 | 9.15 | 7.41 | 8.01 | 8.08 | … | … | 0.27 | 13.89 | 19.98 | -14.63 | 12.45 | 14.40 | 13.73 | -0.44 | 12.95 | 2.97 | 0.25 | 4.12 | 14.93 | 4.95 | 4.55 | 12.86 | 19.66 | -5.31 | 6.85 | 19.36 | 2.67 | 11.61 | 17.37 | -6.06 | 2.31 |
| Sharpe Ratio | NA | 0.92 | 0.24 | 0.63 | 0.66 | NA | NA | … | … | 0.02 | 0.79 | 2.06 | -1.47 | 1.17 | 1.55 | 2.42 | -0.22 | 2.28 | 0.58 | 0.03 | 0.68 | 2.04 | 0.81 | 0.49 | 0.91 | 2.30 | -2.15 | 0.39 | 1.85 | 0.07 | 1.37 | 2.50 | -0.89 | 0.01 |
| Standard Deviation(%) | NA | 9.21 | 9.38 | 9.63 | 8.06 | NA | NA | … | … | 9.62 | 9.28 | 7.65 | 10.90 | 10.65 | 9.17 | 5.10 | 8.06 | 5.41 | 4.78 | 6.63 | 6.01 | 7.31 | 6.02 | 9.30 | 14.09 | 8.51 | 2.90 | 9.98 | 8.69 | 7.26 | 7.77 | 6.67 | 8.07 | 0.05 |
| Draw Down(%) | NA | 6.77 | 16.07 | 19.44 | 19.44 | NA | NA | … | … | 0.77 | 6.77 | 4.66 | 18.11 | 4.39 | 10.59 | 2.32 | 7.72 | 3.53 | 4.15 | 5.91 | 4.36 | 6.29 | 6.93 | 8.13 | 10.17 | 4.46 | 5.57 | 7.08 | 6.44 | 5.63 | 9.98 | 3.57 | 9.96 | 0.00 |
| Yield(%) | NA | 14.39 | 9.71 | 7.78 | 5.01 | NA | NA | … | … | NA | 4.41 | 13.70 | 7.39 | 2.51 | 5.77 | 4.70 | 2.85 | 0.33 | 2.55 | 2.36 | 2.89 | 4.91 | 2.21 | 1.87 | 2.44 | 2.34 | 1.29 | 3.56 | 5.87 | 3.56 | 3.67 | 0.95 | 0.84 | 2.31 |
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 |
|---|---|---|---|---|
| Wipro Limited 401K Plan Tactical Asset Allocation Moderate |
2.29%
Feb 2014 – Feb 2017 |
3.60%
Apr 2011 – Apr 2016 |
5.32%
Oct 2013 – Oct 2023 |
5.95%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wipro Limited 401K Plan Tactical Asset Allocation Moderate |
14.06%
Apr 2009 – Apr 2012 |
12.45%
Oct 2002 – Oct 2007 |
9.88%
Apr 2003 – Apr 2013 |
8.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart