Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WH Systems 401K Fidelity Investments Tactical Asset Allocation Moderate | NA | 32.56% | 10.54% | 13.31% | 9.04% | 8.33% | 7.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WH Systems 401K Fidelity Investments 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 (%) | -0.90 | 32.56 | 10.54 | 13.31 | 9.04 | 8.33 | 7.94 | … | … | 1.18 | 21.45 | 23.23 | -9.02 | 12.95 | 20.58 | 12.75 | -3.34 | 15.76 | 3.43 | -1.81 | 0.18 | 13.05 | 4.03 | 2.59 | 11.38 | 12.84 | 8.52 | 4.04 | 9.44 | 1.36 | 5.03 | 9.70 | 0.14 | 5.70 |
| Sharpe Ratio | NA | 1.97 | 0.92 | 1.11 | 0.89 | NA | NA | … | … | 0.10 | 1.68 | 2.62 | -1.00 | 1.07 | 2.18 | 2.31 | -0.51 | 2.40 | 0.60 | -0.26 | 0.03 | 2.03 | 1.09 | 0.48 | 1.74 | 2.90 | 1.25 | 0.20 | 1.78 | -0.24 | 1.02 | 2.06 | -0.18 | 0.64 |
| Standard Deviation(%) | NA | 8.80 | 8.90 | 9.74 | 8.36 | NA | NA | … | … | 10.85 | 8.82 | 7.24 | 10.35 | 12.12 | 9.32 | 4.92 | 9.03 | 6.30 | 5.39 | 7.09 | 6.25 | 6.40 | 3.64 | 5.36 | 6.48 | 4.40 | 6.10 | 5.26 | 3.46 | 3.41 | 4.00 | 4.37 | 5.52 | 5.31 |
| Draw Down(%) | NA | 5.83 | 13.70 | 16.74 | 16.74 | NA | NA | … | … | 0.76 | 5.83 | 4.29 | 15.79 | 5.24 | 6.22 | 2.14 | 10.24 | 2.32 | 4.53 | 7.07 | 6.15 | 4.78 | 2.66 | 5.83 | 5.97 | 2.00 | 3.36 | 4.06 | 2.31 | 2.41 | 4.32 | 4.80 | 8.21 | 5.19 |
| Yield(%) | NA | 16.39 | 10.65 | 8.56 | 6.14 | NA | NA | … | … | NA | 4.55 | 15.82 | 8.53 | 2.09 | 8.03 | 3.45 | 2.05 | 5.07 | 4.18 | 3.04 | 4.67 | 3.27 | 3.47 | 4.26 | 5.21 | 5.02 | 4.52 | 4.97 | 4.43 | 3.44 | 1.87 | 2.31 | 4.81 | 5.51 |
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 |
|---|---|---|---|---|
| WH Systems 401K Fidelity Investments Tactical Asset Allocation Moderate |
0.48%
Oct 2013 – Oct 2016 |
1.93%
Apr 2011 – Apr 2016 |
5.09%
Apr 2010 – Apr 2020 |
5.08%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WH Systems 401K Fidelity Investments Tactical Asset Allocation Moderate |
15.37%
Dec 2018 – Dec 2021 |
14.06%
Nov 2019 – Nov 2024 |
9.31%
Nov 2014 – Nov 2024 |
8.38%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart