Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Asset Allocation Composite Moderate | 5.55% | 23.30% | 12.49% | 5.97% | 6.32% | 6.19% | 7.44% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.50 | 23.30 | 12.49 | 5.97 | 6.32 | 6.19 | 7.44 | … | … | 5.55 | 19.54 | 4.86 | 10.41 | -12.60 | 6.83 | 3.26 | 18.11 | -6.09 | 10.72 | 7.06 | 1.57 | 2.17 | 19.81 | 14.28 | -3.42 | 11.92 | 26.90 | -1.68 | 11.05 | 10.35 | 9.05 | 10.41 | 25.07 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 2.05 | 0.90 | 0.32 | 0.48 | NA | NA | … | … | 0.27 | 1.61 | 0.14 | 0.87 | -1.43 | 0.73 | 0.25 | 2.31 | -0.80 | 2.07 | 1.02 | 0.22 | 0.31 | 2.60 | 1.94 | -0.23 | 1.19 | 2.73 | -0.35 | 0.80 | 0.90 | 1.04 | 1.16 | 3.39 | 2.21 | 1.15 |
| Standard Deviation(%) | NA | 9.95 | 9.64 | 9.49 | 9.14 | NA | NA | … | … | 12.74 | 10.37 | 9.15 | 7.76 | 9.78 | 9.25 | 11.97 | 7.19 | 9.34 | 4.87 | 6.71 | 6.97 | 7.02 | 7.59 | 7.33 | 14.69 | 9.92 | 9.83 | 7.55 | 9.82 | 7.73 | 6.55 | 8.12 | 7.17 | 4.08 | 5.43 |
| Draw Down(%) | NA | 8.00 | 12.94 | 16.52 | 18.34 | NA | NA | … | … | 8.00 | 10.75 | 6.80 | 7.59 | 14.75 | 4.99 | 18.34 | 3.57 | 13.33 | 2.60 | 4.61 | 6.90 | 5.69 | 5.11 | 5.23 | 15.27 | 8.42 | 4.98 | 7.98 | 7.17 | 7.91 | 4.65 | 8.07 | 3.62 | 2.44 | 4.10 |
| Yield(%) | NA | 4.20 | 4.69 | 4.89 | 5.31 | NA | NA | … | … | NA | NA | 0.72 | 4.09 | 2.44 | 6.96 | 7.30 | 2.80 | 5.75 | 8.42 | 4.56 | 5.49 | 4.97 | 4.03 | 3.40 | 1.91 | 4.52 | 5.25 | 9.20 | 9.25 | 5.90 | 3.64 | 3.25 | 3.40 | 8.14 | 8.82 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Asset Allocation Composite Moderate |
-1.21%
Dec 2019 – Dec 2022 |
1.35%
Dec 2017 – Dec 2022 |
3.22%
Oct 2013 – Oct 2023 |
5.27%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Walt Disney Hourly Savings and Investment Plan Asset Allocation Composite Moderate |
16.02%
Jan 2003 – Jan 2006 |
14.23%
Oct 2002 – Oct 2007 |
12.53%
Apr 2001 – Apr 2011 |
10.23%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison Chart