Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.57% | -0.79% | 4.22% | 4.86% | 6.43% | 6.28% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) 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 (%) | -0.89 | 25.57 | -0.79 | 4.22 | 4.86 | 6.43 | 6.28 | … | … | 0.47 | 7.76 | 10.45 | -17.46 | 0.85 | 17.00 | 19.85 | -5.81 | 8.79 | 5.94 | 1.33 | 3.75 | 14.64 | 13.44 | 1.03 | 12.77 | 29.05 | -25.23 | 10.85 | 12.07 | 9.31 | 15.37 | 20.71 | -1.09 | 11.41 |
| Sharpe Ratio | NA | 0.27 | -0.32 | 0.04 | 0.27 | NA | NA | … | … | 0.05 | 0.13 | 0.72 | -1.30 | 0.08 | 0.93 | 2.76 | -0.77 | 1.54 | 0.66 | 0.16 | 0.56 | 2.09 | 1.75 | 0.07 | 1.19 | 1.80 | -1.24 | 0.92 | 1.32 | 1.15 | 2.07 | 2.83 | -0.25 | 0.84 |
| Standard Deviation(%) | NA | 8.88 | 11.03 | 12.55 | 10.43 | NA | NA | … | … | 8.30 | 8.90 | 8.65 | 14.54 | 9.83 | 17.98 | 6.69 | 9.25 | 5.29 | 8.70 | 8.15 | 6.68 | 7.00 | 7.63 | 14.76 | 10.68 | 16.10 | 21.06 | 8.55 | 6.67 | 6.21 | 6.96 | 7.09 | 8.85 | 10.78 |
| Draw Down(%) | NA | 6.80 | 22.26 | 27.93 | 27.93 | NA | NA | … | … | 0.70 | 6.80 | 10.00 | 24.13 | 8.03 | 23.76 | 3.08 | 14.27 | 4.32 | 8.79 | 7.55 | 5.72 | 6.52 | 5.77 | 14.78 | 8.45 | 15.69 | 35.75 | 5.78 | 6.82 | 4.28 | 5.84 | 5.85 | 13.60 | 10.54 |
| Yield(%) | NA | 5.43 | 5.45 | 5.16 | 4.96 | NA | NA | … | … | NA | 0.71 | 5.31 | 4.65 | 5.33 | 5.81 | 3.56 | 5.12 | 0.26 | 5.07 | 7.76 | 5.70 | 3.54 | 5.18 | 2.65 | 2.62 | 2.79 | 4.99 | 8.08 | 4.47 | 5.08 | 4.66 | 2.02 | 2.54 | 6.42 |
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 |
|---|---|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-6.31%
Feb 2006 – Feb 2009 |
-0.20%
Sep 2017 – Sep 2022 |
2.88%
Oct 2013 – Oct 2023 |
3.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEATHERFORD INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
19.98%
Feb 2009 – Feb 2012 |
16.38%
Feb 2009 – Feb 2014 |
10.04%
Feb 2009 – Feb 2019 |
8.64%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart