Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOOD GROUP 401K PLAN Tactical Asset Allocation Moderate | NA | 13.00% | 0.26% | 6.86% | 8.63% | 6.58% | 7.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOOD GROUP 401K 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 (%) | -1.32 | 13.00 | 0.26 | 6.86 | 8.63 | 6.58 | 7.87 | … | … | 0.65 | 4.24 | 12.28 | -13.17 | 7.47 | 21.69 | 23.25 | 14.24 | 17.52 | 7.71 | -3.67 | -2.23 | 14.21 | -6.85 | 3.26 | 2.48 | 9.29 | 7.43 | 7.38 | 21.77 | 10.04 | 16.70 | 30.02 | -3.14 | -0.45 |
| Sharpe Ratio | NA | -0.12 | -0.35 | 0.36 | 0.05 | NA | NA | … | … | 0.07 | -0.25 | 0.95 | -1.26 | 0.75 | 2.43 | 2.25 | 1.29 | 0.03 | 1.73 | -0.61 | -0.35 | 2.16 | -0.77 | 0.39 | 0.22 | 0.98 | 1.25 | 0.41 | 1.64 | 1.02 | 1.74 | 4.56 | -1.15 | -0.55 |
| Standard Deviation(%) | NA | 9.35 | 9.89 | 9.72 | 152.89 | NA | NA | … | … | 8.59 | 9.37 | 8.47 | 11.55 | 9.94 | 8.84 | 9.69 | 10.03 | 484.38 | 4.34 | 6.09 | 6.48 | 6.56 | 9.01 | 8.26 | 10.86 | 9.42 | 5.19 | 10.59 | 11.25 | 7.74 | 9.08 | 6.44 | 3.68 | 4.99 |
| Draw Down(%) | NA | 6.78 | 14.77 | 16.30 | 96.71 | NA | NA | … | … | 0.59 | 6.78 | 8.55 | 14.90 | 5.89 | 4.81 | 0.00 | 5.72 | 96.71 | 3.54 | 7.36 | 6.94 | 3.43 | 13.32 | 5.35 | 10.28 | 5.16 | 2.55 | 8.00 | 12.97 | 8.11 | 7.46 | 2.60 | 7.39 | 7.53 |
| Yield(%) | NA | 3.17 | 2.62 | 7.44 | 8.39 | NA | NA | … | … | NA | 0.65 | 2.94 | 1.58 | 2.83 | 12.11 | 23.25 | 17.82 | 15.78 | 2.98 | 2.28 | 1.62 | 7.60 | 3.10 | 3.41 | 4.33 | 4.27 | 3.71 | 2.27 | 3.71 | 5.50 | 3.02 | 1.37 | 1.58 | 1.83 |
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 |
|---|---|---|---|---|
| WOOD GROUP 401K PLAN Tactical Asset Allocation Moderate |
-1.22%
Sep 2009 – Sep 2012 |
-0.01%
Apr 2011 – Apr 2016 |
3.49%
May 2007 – May 2017 |
5.79%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOD GROUP 401K PLAN Tactical Asset Allocation Moderate |
23.93%
May 2018 – May 2021 |
18.21%
May 2016 – May 2021 |
10.42%
Sep 2001 – Sep 2011 |
8.77%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart