Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| W. L. Gore 401K Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 18.70% | -0.90% | 4.86% | 1.83% | 3.17% | 4.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| W. L. Gore 401K Profit Sharing 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 (%) | -1.34 | 18.70 | -0.90 | 4.86 | 1.83 | 3.17 | 4.66 | … | … | 0.79 | 10.00 | 10.30 | -17.69 | 6.08 | 18.93 | 1.72 | -17.89 | 12.50 | 7.03 | -5.39 | 3.05 | 16.11 | 5.39 | -1.76 | 3.26 | 29.36 | -2.93 | 7.51 | 12.95 | 0.84 | 11.78 | 31.40 | -4.99 | 2.31 |
| Sharpe Ratio | NA | 0.50 | -0.33 | 0.23 | 0.03 | NA | NA | … | … | 0.08 | 0.34 | 0.84 | -2.05 | 0.58 | 1.62 | 0.06 | -1.16 | 2.35 | 1.33 | -0.95 | 0.48 | 2.46 | 1.03 | -0.22 | 0.31 | 2.99 | -1.30 | 0.51 | 1.34 | -0.22 | 1.29 | 4.57 | -1.92 | 0.00 |
| Standard Deviation(%) | NA | 9.93 | 8.92 | 9.82 | 9.33 | NA | NA | … | … | 9.51 | 9.96 | 7.23 | 9.30 | 10.43 | 11.53 | 5.46 | 16.51 | 5.06 | 5.11 | 5.71 | 6.28 | 6.52 | 5.20 | 8.21 | 10.26 | 9.78 | 2.97 | 8.88 | 7.25 | 5.98 | 8.37 | 6.72 | 3.17 | 0.92 |
| Draw Down(%) | NA | 8.67 | 19.80 | 24.37 | 28.00 | NA | NA | … | … | 0.74 | 8.67 | 5.92 | 17.90 | 6.19 | 11.53 | 5.47 | 23.67 | 2.79 | 4.13 | 7.01 | 5.12 | 4.59 | 4.34 | 8.02 | 11.05 | 4.53 | 5.40 | 6.38 | 8.09 | 4.88 | 5.85 | 2.71 | 8.08 | 0.86 |
| Yield(%) | NA | 4.56 | 4.69 | 3.70 | 2.99 | NA | NA | … | … | NA | 0.27 | 4.99 | 2.49 | 6.50 | 2.41 | 2.10 | 1.00 | 0.17 | 2.75 | 3.07 | 4.88 | 3.98 | 2.94 | 1.64 | 1.94 | 1.77 | 1.98 | 2.82 | 3.00 | 2.75 | 3.41 | 4.27 | 2.28 | 2.25 |
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 |
|---|---|---|---|---|
| W. L. Gore 401K Profit Sharing Plan Tactical Asset Allocation Moderate |
-4.14%
Oct 2017 – Oct 2020 |
-3.65%
Feb 2018 – Feb 2023 |
0.55%
Oct 2013 – Oct 2023 |
2.82%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| W. L. Gore 401K Profit Sharing Plan Tactical Asset Allocation Moderate |
14.09%
Jan 2003 – Jan 2006 |
13.34%
Oct 2002 – Oct 2007 |
9.37%
Sep 2002 – Sep 2012 |
8.44%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart