Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Tactical Asset Allocation Moderate | NA | 8.77% | 4.34% | 1.98% | 2.06% | 4.01% | 6.46% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.34 | 8.77 | 4.34 | 1.98 | 2.06 | 4.01 | 6.46 | … | … | 1.90 | 20.15 | -10.68 | 5.32 | 10.53 | -0.24 | -4.09 | 11.33 | 7.79 | -6.32 | -2.17 | 13.37 | 5.67 | -3.45 | 4.39 | 24.03 | -1.83 | 17.82 | 16.38 | 16.86 | 16.08 | 21.58 | 9.20 | 6.87 |
| Sharpe Ratio | NA | 2.27 | 0.31 | 0.39 | 0.29 | NA | NA | … | … | 0.21 | 2.26 | -1.21 | 0.52 | 1.13 | -0.31 | -0.74 | 2.07 | 1.58 | -1.23 | -0.35 | 1.93 | 1.10 | -0.31 | 0.39 | 2.58 | -0.48 | 1.24 | 1.46 | 2.34 | 1.94 | 4.11 | 1.83 | 0.82 |
| Standard Deviation(%) | NA | 7.31 | 9.10 | 8.58 | 7.29 | NA | NA | … | … | 7.63 | 7.02 | 9.94 | 10.26 | 9.15 | 5.24 | 7.25 | 5.17 | 4.80 | 5.16 | 6.20 | 6.90 | 5.09 | 11.23 | 11.16 | 9.27 | 5.76 | 11.96 | 8.98 | 6.29 | 7.82 | 5.08 | 4.42 | 5.56 |
| Draw Down(%) | NA | 3.73 | 17.34 | 17.34 | 17.57 | NA | NA | … | … | 1.59 | 3.73 | 15.26 | 5.90 | 10.86 | 4.76 | 10.37 | 3.16 | 2.68 | 7.80 | 6.20 | 5.45 | 4.12 | 12.90 | 10.02 | 4.66 | 6.72 | 9.80 | 12.98 | 4.77 | 8.53 | 2.81 | 2.25 | 4.38 |
| Yield(%) | NA | 14.29 | 10.16 | 7.65 | 5.09 | NA | NA | … | … | 0.89 | 14.28 | 7.25 | 7.79 | 5.13 | 2.60 | 3.82 | 0.32 | 2.53 | 1.30 | 4.81 | 4.35 | 4.27 | 1.64 | 3.28 | 4.48 | 3.53 | 8.28 | 6.61 | 4.13 | 3.25 | 4.34 | 5.18 | 7.16 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Tactical Asset Allocation Moderate |
-2.03%
Oct 2017 – Oct 2020 |
-0.66%
Jan 2018 – Jan 2023 |
1.55%
Apr 2010 – Apr 2020 |
3.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Tactical Asset Allocation Moderate |
21.23%
Oct 2004 – Oct 2007 |
18.59%
Oct 2002 – Oct 2007 |
13.33%
Apr 2001 – Apr 2011 |
9.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart