Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 17.03% | -0.77% | 5.49% | 4.07% | 4.55% | 5.48% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP 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 (%) | -1.16 | 17.03 | -0.77 | 5.49 | 4.07 | 4.55 | 5.48 | … | … | 0.56 | 7.32 | 6.10 | -13.63 | 11.29 | 18.31 | 7.40 | -3.41 | 9.48 | 6.29 | -4.18 | 0.35 | 14.28 | 5.38 | 2.46 | 2.14 | 8.93 | 2.63 | 8.17 | 14.70 | 5.29 | 11.31 | 16.00 | 0.17 | 1.45 |
| Sharpe Ratio | NA | 0.24 | -0.47 | 0.31 | 0.34 | NA | NA | … | … | 0.06 | 0.08 | 0.25 | -1.54 | 1.25 | 2.00 | 1.29 | -0.63 | 1.77 | 1.26 | -0.80 | 0.06 | 2.10 | 1.09 | 0.26 | 0.21 | 1.09 | 0.31 | 0.54 | 1.46 | 0.53 | 1.49 | 2.76 | -0.31 | -0.79 |
| Standard Deviation(%) | NA | 9.59 | 8.99 | 9.02 | 7.49 | NA | NA | … | … | 8.31 | 9.60 | 7.46 | 9.73 | 8.99 | 9.06 | 4.64 | 7.53 | 5.00 | 4.81 | 5.27 | 5.69 | 6.80 | 4.87 | 9.41 | 9.99 | 8.09 | 5.58 | 9.62 | 7.83 | 5.89 | 6.98 | 5.55 | 3.01 | 1.08 |
| Draw Down(%) | NA | 5.96 | 17.98 | 18.45 | 18.45 | NA | NA | … | … | 0.66 | 5.96 | 6.86 | 14.72 | 3.93 | 9.54 | 3.90 | 9.46 | 2.93 | 2.32 | 6.24 | 5.82 | 4.29 | 3.81 | 8.49 | 10.31 | 4.09 | 3.08 | 7.33 | 9.25 | 4.04 | 7.11 | 2.92 | 2.36 | 1.35 |
| Yield(%) | NA | 4.37 | 4.63 | 4.63 | 3.35 | NA | NA | … | … | NA | 0.07 | 4.92 | 5.15 | 3.72 | 3.90 | 7.34 | 2.03 | 0.13 | 2.39 | 1.30 | 3.01 | 3.73 | 3.41 | 2.48 | 2.30 | 3.80 | 4.38 | 4.73 | 7.81 | 5.02 | 2.57 | 1.86 | 0.38 | 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 |
|---|---|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation |
-1.68%
Apr 2021 – Apr 2024 |
1.51%
Feb 2014 – Feb 2019 |
2.66%
Oct 2013 – Oct 2023 |
3.89%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation |
13.13%
Apr 2003 – Apr 2006 |
11.52%
Oct 2002 – Oct 2007 |
8.02%
Apr 2003 – Apr 2013 |
6.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart