Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLY401K Asset Allocation Composite Moderate | 3.74% | 17.44% | 11.50% | 4.94% | 7.82% | 6.72% | 6.56% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLY401K 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 (%) | -0.10 | 17.44 | 11.50 | 4.94 | 7.82 | 6.72 | 6.56 | … | … | 3.74 | 16.04 | 6.00 | 9.44 | -13.66 | 10.60 | 14.00 | 19.03 | -4.65 | 13.85 | 7.66 | -2.59 | 4.45 | 17.91 | 10.74 | -2.75 | 8.90 | 17.78 | -10.84 | 6.15 | 12.42 | 8.18 | 12.31 | 20.12 | -2.78 | 2.16 |
| Sharpe Ratio | NA | 1.86 | 0.88 | 0.24 | 0.70 | NA | NA | … | … | 0.30 | 1.34 | 0.28 | 0.90 | -1.41 | 1.17 | 1.56 | 2.46 | -0.66 | 2.94 | 1.08 | -0.36 | 0.64 | 2.36 | 1.22 | -0.17 | 0.85 | 1.66 | -1.41 | 0.30 | 1.18 | 0.88 | 1.55 | 2.90 | -0.81 | -0.06 |
| Standard Deviation(%) | NA | 8.39 | 9.07 | 9.01 | 8.49 | NA | NA | … | … | 10.88 | 9.84 | 8.41 | 6.41 | 10.72 | 9.07 | 8.83 | 7.13 | 9.18 | 4.49 | 6.92 | 7.18 | 6.94 | 7.57 | 8.77 | 16.00 | 10.37 | 10.66 | 8.40 | 10.16 | 7.63 | 6.72 | 7.31 | 6.70 | 4.84 | 4.31 |
| Draw Down(%) | NA | 6.69 | 10.67 | 17.55 | 17.55 | NA | NA | … | … | 6.69 | 9.79 | 5.33 | 8.71 | 16.92 | 4.01 | 10.97 | 3.85 | 11.95 | 1.49 | 4.27 | 8.11 | 5.07 | 5.29 | 7.53 | 15.87 | 8.64 | 6.00 | 14.43 | 7.00 | 8.20 | 4.62 | 6.26 | 2.74 | 7.20 | 4.82 |
| Yield(%) | NA | 3.08 | 3.13 | 2.71 | 2.29 | NA | NA | … | … | NA | NA | 0.71 | 4.07 | 1.77 | 3.07 | 1.93 | 2.48 | 2.26 | 1.80 | 2.15 | 1.34 | 1.70 | 1.67 | 1.48 | 0.89 | 0.99 | 1.06 | 1.54 | 3.91 | 4.13 | 2.16 | 1.33 | 1.37 | 1.05 | 1.99 |
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 |
|---|---|---|---|---|
| WLY401K Asset Allocation Composite Moderate |
-0.51%
Mar 2006 – Mar 2009 |
2.45%
May 2007 – May 2012 |
4.54%
Oct 2013 – Oct 2023 |
5.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLY401K Asset Allocation Composite Moderate |
16.13%
Mar 2003 – Mar 2006 |
12.45%
Oct 2002 – Oct 2007 |
9.10%
Sep 2011 – Sep 2021 |
8.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart