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 Strategic Asset Allocation – Optimal Moderate | NA | -0.61% | -0.82% | 4.20% | 4.42% | 6.51% | 5.80% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -0.48 | -0.61 | -0.82 | 4.20 | 4.42 | 6.51 | 5.80 | … | … | 0.60 | 7.63 | 14.79 | -5.98 | 11.21 | 8.64 | 16.01 | -4.49 | 11.22 | 6.71 | -0.38 | 6.74 | 16.10 | 12.61 | 0.58 | 13.40 | 22.57 | -22.30 | 5.11 | 12.81 | 5.24 | 11.03 | 22.54 | -11.57 | -1.37 |
| Sharpe Ratio | NA | 0.06 | 0.06 | 0.27 | 0.36 | NA | NA | … | … | 0.10 | 0.04 | 1.41 | -0.58 | 1.30 | 0.43 | 1.89 | -0.61 | 2.21 | 0.72 | -0.05 | 1.05 | 2.26 | 1.58 | 0.04 | 1.12 | 1.31 | -1.06 | 0.21 | 1.29 | 0.49 | 1.40 | 2.37 | -0.97 | -0.34 |
| Standard Deviation(%) | NA | 28.30 | 18.44 | 17.14 | 13.41 | NA | NA | … | … | 5.50 | 28.30 | 7.50 | 12.72 | 8.61 | 19.40 | 7.73 | 9.54 | 4.79 | 9.08 | 8.69 | 6.39 | 7.10 | 7.95 | 13.92 | 11.87 | 17.22 | 21.87 | 10.06 | 7.42 | 6.30 | 7.23 | 9.24 | 13.05 | 10.97 |
| Draw Down(%) | NA | 18.83 | 18.83 | 22.33 | 22.33 | NA | NA | … | … | 0.26 | 18.83 | 6.15 | 13.76 | 3.79 | 22.33 | 4.57 | 12.22 | 1.63 | 8.27 | 8.90 | 4.67 | 5.54 | 6.69 | 13.28 | 8.95 | 17.39 | 32.74 | 7.27 | 7.98 | 4.17 | 5.43 | 8.31 | 20.55 | 15.76 |
| Yield(%) | NA | 7.17 | 6.09 | 5.19 | 3.83 | NA | NA | … | … | NA | 0.66 | 7.45 | 5.23 | 5.07 | 2.89 | 5.07 | 2.73 | 0.39 | 2.24 | 3.21 | 4.19 | 3.06 | 2.97 | 3.14 | 2.34 | 3.16 | 3.25 | 3.49 | 5.15 | 2.40 | 1.28 | 1.38 | 1.26 | 2.11 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.73%
Feb 2006 – Feb 2009 |
-1.56%
Feb 2004 – Feb 2009 |
4.42%
Oct 2014 – Oct 2024 |
4.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESTAR ENERGY INC. EMPLOYEES` 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
19.00%
Feb 2009 – Feb 2012 |
16.11%
Feb 2009 – Feb 2014 |
10.35%
Feb 2009 – Feb 2019 |
9.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart