Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate | NA | 4.97% | 4.34% | 8.63% | 5.52% | 6.84% | 6.53% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.87 | 4.97 | 4.34 | 8.63 | 5.52 | 6.84 | 6.53 | … | … | 3.92 | 10.91 | 15.83 | -17.16 | 8.37 | 14.73 | 20.40 | -6.56 | 10.33 | 5.64 | 2.17 | 4.19 | 17.65 | 13.09 | 0.92 | 13.27 | 30.25 | -27.02 | 10.87 | 10.99 | 8.47 | 12.02 | 22.01 | -2.86 | 7.35 |
| Sharpe Ratio | NA | 0.42 | 0.44 | 0.46 | 0.42 | NA | NA | … | … | 0.17 | 0.86 | 1.43 | -1.24 | 0.93 | 0.80 | 2.78 | -0.90 | 2.38 | 0.68 | 0.21 | 0.58 | 2.46 | 1.90 | 0.07 | 1.09 | 1.69 | -1.32 | 0.84 | 1.05 | 0.97 | 1.55 | 2.54 | -0.45 | 0.65 |
| Standard Deviation(%) | NA | 12.12 | 11.34 | 11.19 | 10.81 | NA | NA | … | … | 15.37 | 8.51 | 8.50 | 14.93 | 8.97 | 18.19 | 6.81 | 8.85 | 4.07 | 7.99 | 10.14 | 7.21 | 7.15 | 6.87 | 13.68 | 12.04 | 17.81 | 21.23 | 9.23 | 7.23 | 6.40 | 7.11 | 8.37 | 8.85 | 7.60 |
| Draw Down(%) | NA | 11.92 | 12.75 | 23.38 | 24.10 | NA | NA | … | … | 11.53 | 4.81 | 8.44 | 22.90 | 5.91 | 24.10 | 3.16 | 13.36 | 1.68 | 7.56 | 9.05 | 5.04 | 6.09 | 5.29 | 14.14 | 9.87 | 18.17 | 38.08 | 5.97 | 7.51 | 4.39 | 6.37 | 7.28 | 13.06 | 8.26 |
| Yield(%) | NA | 3.89 | 4.30 | 4.60 | 5.16 | NA | NA | … | … | NA | 0.72 | 3.97 | 3.42 | 4.77 | 6.33 | 3.71 | 6.19 | 0.38 | 2.38 | 12.95 | 7.16 | 4.15 | 3.51 | 2.49 | 4.29 | 3.32 | 6.18 | 9.47 | 4.24 | 4.64 | 3.27 | 2.51 | 3.24 | 4.64 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate |
-7.87%
Feb 2006 – Feb 2009 |
-1.28%
Feb 2004 – Feb 2009 |
4.36%
Oct 2013 – Oct 2023 |
4.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate |
21.14%
Feb 2009 – Feb 2012 |
17.73%
Feb 2009 – Feb 2014 |
10.71%
Feb 2009 – Feb 2019 |
9.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart