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 Strategic Asset Allocation – Optimal Moderate | NA | 27.20% | 4.49% | 9.39% | 7.57% | 9.21% | 7.86% | … | … |
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 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 (%) | -1.08 | 27.20 | 4.49 | 9.39 | 7.57 | 9.21 | 7.86 | … | … | 0.43 | 12.83 | 13.12 | -12.62 | 11.67 | 20.07 | 20.45 | -2.58 | 9.55 | 10.66 | -4.76 | 8.16 | 20.39 | 11.68 | 4.70 | 12.50 | 25.21 | -24.12 | 5.90 | 11.00 | 8.68 | 11.87 | 17.69 | -2.73 | 12.16 |
| Sharpe Ratio | NA | 0.90 | 0.04 | 0.44 | 0.52 | NA | NA | … | … | 0.05 | 0.76 | 0.97 | -0.94 | 1.30 | 0.97 | 2.47 | -0.36 | 1.87 | 1.28 | -0.51 | 1.18 | 2.98 | 1.62 | 0.36 | 1.01 | 1.43 | -1.20 | 0.32 | 1.04 | 0.87 | 1.43 | 1.96 | -0.35 | 1.03 |
| Standard Deviation(%) | NA | 8.16 | 11.19 | 13.25 | 11.08 | NA | NA | … | … | 7.24 | 8.25 | 9.18 | 14.97 | 8.97 | 20.50 | 7.72 | 10.76 | 4.77 | 8.19 | 9.37 | 6.89 | 6.83 | 7.16 | 12.93 | 12.27 | 17.59 | 20.85 | 9.14 | 7.45 | 7.45 | 7.65 | 8.67 | 10.98 | 9.60 |
| Draw Down(%) | NA | 4.27 | 16.88 | 22.05 | 22.05 | NA | NA | … | … | 0.55 | 4.27 | 8.12 | 17.95 | 3.60 | 22.05 | 4.15 | 12.97 | 2.07 | 6.50 | 9.38 | 4.20 | 3.30 | 5.32 | 11.19 | 10.76 | 17.67 | 33.33 | 6.28 | 6.88 | 4.84 | 6.54 | 7.26 | 15.43 | 9.30 |
| Yield(%) | NA | 2.29 | 1.89 | 3.02 | 2.34 | NA | NA | … | … | NA | 0.91 | 1.82 | 1.59 | 1.39 | 5.38 | 4.70 | 1.60 | 0.45 | 2.44 | 1.81 | 1.80 | 2.26 | 1.63 | 1.73 | 2.14 | 2.65 | 3.91 | 6.52 | 2.69 | 2.22 | 2.36 | 2.71 | 3.26 | 5.70 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.50%
Feb 2006 – Feb 2009 |
-1.54%
Feb 2004 – Feb 2009 |
5.51%
Jan 2006 – Jan 2016 |
6.02%
Sep 2007 – Sep 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 Strategic Asset Allocation – Optimal Moderate |
21.13%
Feb 2009 – Feb 2012 |
18.00%
Feb 2009 – Feb 2014 |
11.40%
Feb 2009 – Feb 2019 |
10.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart