Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Strategic Asset Allocation – Optimal Moderate | NA | -3.20% | 5.12% | 5.52% | 9.03% | 6.95% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | -3.20 | 5.12 | 5.52 | 9.03 | 6.95 | NA | … | … | -5.21 | 12.90 | 2.22 | 6.69 | 5.52 | 17.15 | 16.89 | -3.03 | 10.95 | 26.60 | -24.85 | 10.69 | 10.60 | 9.98 | 10.70 | 11.87 | 4.60 | 2.91 |
| Sharpe Ratio | NA | -0.69 | 0.29 | 0.48 | 0.85 | NA | NA | … | … | -0.69 | 2.39 | 0.23 | 0.73 | 0.82 | 2.42 | 2.09 | -0.21 | 1.01 | 1.75 | -1.21 | 0.88 | 1.05 | 1.41 | 1.44 | 2.74 | 0.83 | 0.11 |
| Standard Deviation(%) | NA | 9.41 | 7.95 | 7.97 | 9.92 | NA | NA | … | … | 9.41 | 5.13 | 8.62 | 9.11 | 6.72 | 7.07 | 8.06 | 14.34 | 10.80 | 15.15 | 21.32 | 8.67 | 6.98 | 5.53 | 6.78 | 4.08 | 4.20 | 5.27 |
| Draw Down(%) | NA | 12.26 | 12.26 | 12.26 | 15.47 | NA | NA | … | … | 12.26 | 3.13 | 7.77 | 7.44 | 5.49 | 6.31 | 6.27 | 15.03 | 9.04 | 15.47 | 35.11 | 5.54 | 7.41 | 3.77 | 5.77 | 3.69 | 3.31 | 3.25 |
| Yield(%) | NA | 4.69 | 2.26 | 4.20 | 4.02 | NA | NA | … | … | 4.67 | 0.38 | 1.64 | 8.80 | 5.50 | 4.79 | 3.82 | 2.52 | 3.90 | 3.78 | 4.58 | 7.19 | 5.43 | 2.88 | 2.88 | 4.45 | 6.62 | 6.98 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Strategic Asset Allocation – Optimal Moderate |
-6.38%
Feb 2006 – Feb 2009 |
-0.19%
Feb 2004 – Feb 2009 |
5.60%
Sep 2001 – Sep 2011 |
6.85%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B and W PANTEX 401K PLAN FOR NON-BARGAINING EMPLOYEES Strategic Asset Allocation – Optimal Moderate |
17.48%
Feb 2009 – Feb 2012 |
15.98%
Feb 2009 – Feb 2014 |
9.54%
Nov 2008 – Nov 2018 |
7.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart