Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Whidbey Telephone Company 401(k) Plan Tactical Asset Allocation Moderate | NA | 25.15% | 0.05% | 5.55% | 4.75% | 6.09% | 7.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whidbey Telephone Company 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 (%) | -1.43 | 25.15 | 0.05 | 5.55 | 4.75 | 6.09 | 7.07 | … | … | -0.43 | 3.83 | 11.97 | -20.01 | 13.86 | 16.64 | 14.79 | -2.23 | 8.41 | 4.10 | -3.71 | 5.56 | 10.12 | 10.53 | 1.60 | 11.21 | 24.23 | -1.89 | 9.73 | 19.25 | 3.53 | 10.89 | 21.77 | 5.63 | 5.57 |
| Sharpe Ratio | NA | -0.23 | -0.46 | 0.14 | 0.27 | NA | NA | … | … | -0.05 | -0.26 | 0.67 | -1.36 | 1.43 | 1.98 | 3.01 | -0.47 | 1.67 | 0.70 | -0.60 | 0.95 | 1.59 | 2.66 | 0.17 | 0.98 | 2.67 | -0.55 | 0.74 | 2.20 | 0.18 | 1.28 | 4.56 | 0.90 | 0.88 |
| Standard Deviation(%) | NA | 10.69 | 12.84 | 11.48 | 9.09 | NA | NA | … | … | 9.16 | 10.75 | 11.54 | 15.68 | 9.67 | 8.27 | 4.44 | 7.56 | 4.65 | 5.57 | 6.26 | 5.85 | 6.35 | 3.94 | 9.41 | 11.32 | 9.03 | 5.12 | 9.14 | 7.26 | 7.35 | 7.75 | 4.62 | 5.04 | 3.71 |
| Draw Down(%) | NA | 8.48 | 22.33 | 23.88 | 23.88 | NA | NA | … | … | 1.02 | 8.14 | 12.33 | 23.88 | 3.96 | 5.84 | 2.11 | 8.58 | 3.26 | 4.01 | 8.80 | 4.04 | 6.17 | 2.77 | 9.42 | 8.48 | 4.39 | 8.60 | 5.91 | 6.06 | 5.10 | 9.42 | 3.19 | 7.02 | 3.05 |
| Yield(%) | NA | 4.84 | 4.58 | 4.56 | 3.77 | NA | NA | … | … | NA | 0.86 | 4.43 | 3.85 | 4.32 | 4.36 | 5.53 | 5.03 | 0.62 | 4.43 | 3.29 | 1.15 | 0.83 | 4.09 | 3.50 | 5.10 | 5.50 | 3.57 | 6.59 | 10.25 | 6.39 | 4.53 | 5.06 | 3.56 | 6.62 |
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 Telephone Company 401(k) Plan Tactical Asset Allocation Moderate |
-2.39%
Dec 2021 – Dec 2024 |
2.32%
Dec 2013 – Dec 2018 |
2.96%
Oct 2013 – Oct 2023 |
5.35%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whidbey Telephone Company 401(k) Plan Tactical Asset Allocation Moderate |
15.09%
Dec 2018 – Dec 2021 |
14.07%
Oct 2002 – Oct 2007 |
11.54%
Apr 2001 – Apr 2011 |
9.13%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart