Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOODWARD RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.06% | 5.50% | 8.45% | 6.98% | 8.56% | 8.99% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOODWARD RETIREMENT 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 (%) | -0.96 | 23.06 | 5.50 | 8.45 | 6.98 | 8.56 | 8.99 | … | … | 0.49 | 11.49 | 17.22 | -12.08 | 14.35 | 9.54 | 17.59 | -4.41 | 10.67 | 6.91 | 0.67 | 5.36 | 20.87 | 11.34 | 2.51 | 16.15 | 24.62 | -2.11 | 10.82 | 11.39 | 7.37 | 9.55 | 13.57 | -9.06 | 1.54 |
| Sharpe Ratio | NA | 0.71 | 0.10 | 0.47 | 0.54 | NA | NA | … | … | 0.05 | 0.59 | 1.64 | -0.92 | 1.51 | 0.74 | 2.55 | -0.55 | 2.13 | 0.77 | 0.07 | 0.70 | 2.74 | 1.43 | 0.16 | 1.59 | 3.02 | -0.85 | 0.82 | 1.16 | 0.79 | 1.04 | 1.56 | -1.48 | -0.14 |
| Standard Deviation(%) | NA | 8.28 | 10.74 | 10.90 | 9.59 | NA | NA | … | … | 8.13 | 8.36 | 7.92 | 14.60 | 9.47 | 12.55 | 6.36 | 10.46 | 4.70 | 8.68 | 9.05 | 7.64 | 7.60 | 7.88 | 15.12 | 10.10 | 8.13 | 3.56 | 9.55 | 7.03 | 6.59 | 8.32 | 8.23 | 6.87 | 5.55 |
| Draw Down(%) | NA | 5.13 | 16.35 | 16.79 | 16.79 | NA | NA | … | … | 0.62 | 5.07 | 6.16 | 16.79 | 4.28 | 15.50 | 3.46 | 14.31 | 1.72 | 7.61 | 8.03 | 4.63 | 3.51 | 6.25 | 13.87 | 8.24 | 4.22 | 4.66 | 6.98 | 7.83 | 5.04 | 7.09 | 6.37 | 10.33 | 7.82 |
| Yield(%) | NA | 3.60 | 3.34 | 3.85 | 4.29 | NA | NA | … | … | NA | 1.40 | 3.36 | 2.82 | 3.30 | 5.00 | 5.14 | 3.73 | 1.31 | 5.37 | 6.05 | 7.52 | 5.89 | 2.97 | 1.90 | 3.33 | 3.42 | 3.99 | 7.24 | 5.68 | 6.27 | 2.20 | 2.42 | 4.26 | 5.27 |
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 |
|---|---|---|---|---|
| WOODWARD RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
1.39%
Aug 2001 – Aug 2004 |
3.53%
Mar 2015 – Mar 2020 |
5.52%
Oct 2013 – Oct 2023 |
7.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOODWARD RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.16%
Mar 2009 – Mar 2012 |
14.94%
Feb 2009 – Feb 2014 |
11.42%
May 2003 – May 2013 |
10.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart