Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate | 5.43% | 14.88% | 10.22% | 2.56% | 5.14% | 4.80% | 6.41% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT 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 (%) | 0.22 | 14.88 | 10.22 | 2.56 | 5.14 | 4.80 | 6.41 | … | … | 5.43 | 10.19 | 5.61 | 5.88 | -13.28 | 3.11 | 9.56 | 13.18 | -5.35 | 13.48 | 7.13 | -4.10 | 3.62 | 12.59 | 15.71 | -2.51 | 14.16 | 26.04 | -3.93 | 7.92 | 16.49 | 10.17 | 12.31 | 32.59 | 9.25 | 7.97 |
| Sharpe Ratio | NA | 1.49 | 0.69 | -0.02 | 0.37 | NA | NA | … | … | 0.28 | 0.74 | 0.25 | 0.24 | -1.58 | 0.37 | 1.14 | 1.61 | -0.78 | 2.47 | 1.01 | -0.60 | 0.50 | 1.57 | 1.92 | -0.16 | 1.29 | 2.50 | -0.61 | 0.45 | 1.60 | 1.05 | 1.37 | 4.30 | 2.08 | 1.11 |
| Standard Deviation(%) | NA | 9.69 | 9.38 | 9.31 | 8.53 | NA | NA | … | … | 13.00 | 9.89 | 7.91 | 9.35 | 9.30 | 8.40 | 8.15 | 7.29 | 8.68 | 5.18 | 6.87 | 6.86 | 7.15 | 8.00 | 8.15 | 15.70 | 10.91 | 10.39 | 8.00 | 10.68 | 8.19 | 7.52 | 8.28 | 7.42 | 3.89 | 5.01 |
| Draw Down(%) | NA | 9.16 | 14.10 | 21.50 | 21.50 | NA | NA | … | … | 9.16 | 12.79 | 4.91 | 8.47 | 14.53 | 4.44 | 14.03 | 3.66 | 11.45 | 2.13 | 4.42 | 8.45 | 6.03 | 8.16 | 6.46 | 16.08 | 9.44 | 5.27 | 9.70 | 7.78 | 9.59 | 5.46 | 6.99 | 3.00 | 1.89 | 3.80 |
| Yield(%) | NA | 4.27 | 4.29 | 4.14 | 4.84 | NA | NA | … | … | NA | NA | 0.98 | 3.84 | 4.22 | 3.68 | 4.89 | 2.73 | 5.23 | 8.43 | 3.96 | 5.41 | 5.67 | 6.36 | 3.21 | 3.46 | 4.50 | 4.24 | 8.54 | 6.90 | 6.42 | 6.00 | 3.60 | 3.91 | 4.91 | 7.26 |
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 |
|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate |
-2.48%
Apr 2021 – Apr 2024 |
-0.19%
Sep 2018 – Sep 2023 |
1.99%
Oct 2013 – Oct 2023 |
4.29%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate |
19.55%
Jan 2003 – Jan 2006 |
17.14%
Oct 2002 – Oct 2007 |
13.67%
Apr 2001 – Apr 2011 |
10.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart