Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEA TRUST EMPLOYEES 401 K PLAN Tactical Asset Allocation Moderate | NA | 34.35% | 12.12% | 15.39% | 9.23% | 9.42% | 9.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEA TRUST EMPLOYEES 401 K 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 (%) | -0.98 | 34.35 | 12.12 | 15.39 | 9.23 | 9.42 | 9.79 | … | … | 0.98 | 19.26 | 32.17 | -11.47 | 11.34 | 25.96 | 20.85 | -8.65 | 11.65 | 0.03 | -0.72 | -0.45 | 15.81 | 13.36 | 1.92 | 12.13 | 21.13 | 3.02 | 13.06 | 11.04 | 7.53 | 12.40 | 5.89 | -8.17 | -2.64 |
| Sharpe Ratio | NA | 1.31 | 0.84 | 0.89 | 0.66 | NA | NA | … | … | 0.09 | 1.16 | 3.19 | -0.88 | 0.92 | 1.37 | 2.31 | -0.88 | 2.13 | -0.02 | -0.08 | -0.06 | 2.16 | 1.60 | 0.12 | 1.05 | 1.91 | 6.92 | 0.82 | 0.76 | 0.95 | 1.68 | 0.70 | -1.85 | -1.24 |
| Standard Deviation(%) | NA | 10.91 | 11.65 | 13.56 | 11.56 | NA | NA | … | … | 9.84 | 10.95 | 8.74 | 14.64 | 12.28 | 18.83 | 8.43 | 11.28 | 5.18 | 9.90 | 9.74 | 7.76 | 7.30 | 8.29 | 16.05 | 11.43 | 11.01 | 0.30 | 12.26 | 10.19 | 5.63 | 6.82 | 7.45 | 5.01 | 3.99 |
| Draw Down(%) | NA | 7.95 | 15.88 | 22.12 | 22.12 | NA | NA | … | … | 0.75 | 7.95 | 5.03 | 19.18 | 7.72 | 21.93 | 4.50 | 16.85 | 2.59 | 10.17 | 10.44 | 5.77 | 6.75 | 6.22 | 12.85 | 7.79 | 4.98 | 0.09 | 9.35 | 13.51 | 4.04 | 5.75 | 8.64 | 10.04 | 8.00 |
| Yield(%) | NA | 14.53 | 13.11 | 9.87 | 7.24 | NA | NA | … | … | NA | 7.93 | 13.48 | 6.66 | 12.48 | 4.63 | 6.40 | 7.32 | 4.97 | 2.42 | 5.03 | 3.92 | 4.08 | 3.34 | 3.80 | 2.46 | 2.34 | 2.59 | 2.83 | 4.15 | 1.21 | 3.34 | 1.64 | 2.42 | 2.77 |
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 |
|---|---|---|---|---|
| WEA TRUST EMPLOYEES 401 K PLAN Tactical Asset Allocation Moderate |
-0.73%
Feb 2001 – Feb 2004 |
0.17%
Dec 2013 – Dec 2018 |
4.22%
Mar 2010 – Mar 2020 |
6.31%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEA TRUST EMPLOYEES 401 K PLAN Tactical Asset Allocation Moderate |
26.21%
Sep 2022 – Sep 2025 |
17.37%
Mar 2020 – Mar 2025 |
11.37%
Apr 2003 – Apr 2013 |
10.29%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart