Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE WASHINGTON POST TAX DEFERRAL AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 26.25% | 5.49% | 8.49% | 7.33% | 9.17% | 9.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE WASHINGTON POST TAX DEFERRAL AND 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 | 26.25 | 5.49 | 8.49 | 7.33 | 9.17 | 9.11 | … | … | 0.25 | 12.81 | 14.25 | -10.92 | 16.84 | 6.76 | 21.43 | -3.69 | 11.69 | 9.91 | -3.09 | 7.91 | 19.92 | 10.42 | 4.53 | 16.51 | 25.94 | -2.63 | 7.05 | 8.14 | 8.13 | 12.14 | 18.71 | -1.03 | 7.65 |
| Sharpe Ratio | NA | 0.78 | 0.14 | 0.37 | 0.51 | NA | NA | … | … | 0.02 | 0.67 | 1.11 | -0.94 | 1.73 | 0.33 | 2.56 | -0.46 | 2.33 | 1.11 | -0.35 | 1.09 | 2.58 | 1.39 | 0.34 | 1.59 | 2.82 | -0.98 | 0.44 | 0.66 | 0.79 | 1.39 | 2.43 | -0.37 | 1.67 |
| Standard Deviation(%) | NA | 9.20 | 10.60 | 12.89 | 10.88 | NA | NA | … | … | 8.82 | 9.26 | 9.05 | 13.07 | 9.73 | 19.90 | 7.82 | 10.77 | 4.75 | 8.72 | 8.91 | 7.21 | 7.70 | 7.46 | 13.31 | 10.30 | 9.16 | 3.64 | 9.22 | 7.36 | 7.58 | 8.04 | 7.40 | 5.85 | 3.20 |
| Draw Down(%) | NA | 6.01 | 12.73 | 22.86 | 22.86 | NA | NA | … | … | 0.74 | 6.01 | 8.17 | 14.32 | 3.66 | 22.86 | 4.29 | 13.66 | 1.92 | 6.58 | 8.89 | 4.30 | 4.62 | 5.70 | 10.99 | 8.69 | 5.36 | 4.66 | 7.13 | 6.90 | 4.94 | 6.73 | 3.09 | 7.27 | 1.89 |
| Yield(%) | NA | 1.80 | 1.65 | 1.64 | 1.79 | NA | NA | … | … | NA | 1.00 | 1.99 | 1.37 | 1.35 | 1.54 | 2.91 | 1.86 | 1.63 | 2.01 | 1.67 | 1.53 | 2.50 | 2.46 | 1.56 | 3.23 | 3.73 | 3.99 | 7.11 | 5.26 | 3.14 | 2.38 | 3.27 | 4.35 | 6.54 |
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 |
|---|---|---|---|---|
| THE WASHINGTON POST TAX DEFERRAL AND SAVINGS PLAN Tactical Asset Allocation Moderate |
3.50%
Mar 2006 – Mar 2009 |
3.73%
Mar 2015 – Mar 2020 |
5.84%
Oct 2013 – Oct 2023 |
8.16%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE WASHINGTON POST TAX DEFERRAL AND SAVINGS PLAN Tactical Asset Allocation Moderate |
17.32%
Mar 2009 – Mar 2012 |
15.22%
Dec 2008 – Dec 2013 |
11.33%
Mar 2003 – Mar 2013 |
10.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart