Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESTAR ENERGY INC. EMPLOYEES` 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 24.06% | 3.39% | 9.73% | 7.57% | 8.98% | 9.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESTAR ENERGY INC. EMPLOYEES` 401K SAVINGS 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 (%) | -1.12 | 24.06 | 3.39 | 9.73 | 7.57 | 8.98 | 9.14 | … | … | 0.23 | 7.37 | 11.30 | -10.53 | 18.12 | 12.61 | 15.44 | -2.80 | 15.36 | 12.46 | -4.53 | 8.40 | 16.18 | 11.59 | 2.56 | 17.02 | 14.97 | 0.37 | 9.23 | 13.58 | 7.76 | 12.41 | 26.20 | -5.07 | 0.39 |
| Sharpe Ratio | NA | 0.08 | -0.14 | 0.29 | 0.38 | NA | NA | … | … | 0.03 | 0.05 | 0.70 | -0.80 | 1.22 | 0.50 | 1.09 | -0.31 | 2.21 | 1.00 | -0.35 | 1.04 | 2.23 | 1.47 | 0.17 | 1.39 | 1.53 | -0.10 | 0.63 | 1.20 | 0.74 | 1.55 | 2.72 | -0.83 | -0.40 |
| Standard Deviation(%) | NA | 14.74 | 13.41 | 16.59 | 14.41 | NA | NA | … | … | 5.84 | 14.85 | 10.05 | 14.84 | 14.85 | 24.77 | 12.84 | 13.24 | 6.66 | 12.27 | 13.13 | 8.06 | 7.23 | 7.85 | 15.16 | 12.19 | 9.71 | 5.76 | 9.97 | 8.62 | 7.52 | 7.38 | 9.39 | 7.45 | 4.82 |
| Draw Down(%) | NA | 10.90 | 17.91 | 28.23 | 28.23 | NA | NA | … | … | 0.35 | 10.86 | 10.13 | 18.02 | 7.71 | 28.23 | 11.18 | 15.06 | 3.56 | 9.17 | 13.49 | 4.62 | 5.14 | 6.13 | 13.41 | 8.49 | 4.84 | 5.42 | 6.78 | 9.62 | 5.18 | 5.67 | 4.46 | 8.77 | 5.90 |
| Yield(%) | NA | 6.65 | 7.24 | 6.77 | 5.30 | NA | NA | … | … | NA | 0.26 | 7.45 | 4.40 | 11.49 | 3.78 | 8.15 | 4.02 | 2.22 | 3.06 | 4.44 | 6.71 | 3.08 | 2.98 | 2.23 | 2.44 | 4.26 | 4.46 | 4.31 | 3.18 | 2.28 | 1.68 | 1.69 | 2.00 | 5.24 |
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 |
|---|---|---|---|---|
| WESTAR ENERGY INC. EMPLOYEES` 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
0.28%
Mar 2017 – Mar 2020 |
2.20%
Mar 2015 – Mar 2020 |
6.25%
Mar 2010 – Mar 2020 |
7.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESTAR ENERGY INC. EMPLOYEES` 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
17.55%
Apr 2003 – Apr 2006 |
13.82%
Jun 2009 – Jun 2014 |
11.96%
Apr 2003 – Apr 2013 |
10.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart