Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTW (Willis Towers Watson Public Limited Company) | -19.53% | -13.33% | 6.97% | 1.79% | 9.03% | 7.91% | 7.75% | … | … |
Data as of 06/05/2026, Common starting date is 06/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTW (Willis Towers Watson Public Limited Company) | 06/12/2001 | 06/05/2026 |
| 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 (%) | 5.56 | -13.33 | 6.97 | 1.79 | 9.03 | 7.91 | 7.75 | … | … | -19.53 | 6.09 | 31.48 | 0.08 | 4.53 | 14.16 | 5.83 | 34.81 | 2.42 | 25.05 | -3.44 | 11.46 | 2.84 | 37.27 | -10.87 | 15.14 | 35.62 | 10.42 | -32.17 | -2.01 | 10.38 | -8.08 | 23.26 | 21.08 | 21.74 | 41.87 |
| Sharpe Ratio | NA | -0.57 | 0.16 | -0.04 | 0.30 | NA | NA | … | … | -1.12 | 0.16 | 1.59 | -0.15 | 0.13 | 0.56 | 0.14 | 1.71 | 0.05 | 1.84 | -0.16 | 0.68 | 0.17 | 2.63 | -0.54 | 0.58 | 1.89 | 0.27 | -0.62 | -0.29 | 0.39 | -0.54 | 0.97 | 0.86 | 0.53 | 2.38 |
| Standard Deviation(%) | NA | 28.25 | 23.61 | 24.21 | 24.66 | NA | NA | … | … | 37.84 | 20.65 | 17.53 | 23.66 | 24.89 | 25.33 | 40.57 | 19.55 | 20.36 | 13.31 | 23.41 | 16.84 | 16.45 | 14.16 | 20.49 | 26.09 | 18.81 | 38.91 | 52.96 | 17.90 | 18.08 | 19.26 | 23.02 | 23.64 | 38.68 | 37.49 |
| Draw Down(%) | NA | 30.39 | 30.39 | 30.39 | 32.95 | NA | NA | … | … | 28.50 | 12.94 | 9.76 | 23.08 | 21.38 | 25.15 | 32.95 | 7.71 | 16.94 | 7.80 | 16.74 | 18.09 | 10.94 | 6.67 | 13.98 | 20.23 | 15.97 | 27.94 | 45.48 | 18.91 | 15.19 | 24.32 | 16.70 | 17.64 | 25.58 | 11.78 |
| Yield(%) | 0.00 | 1.21 | 1.59 | 1.28 | 2.28 | 5.56 | 5.79 | … | … | 0.29 | 1.19 | 1.47 | 1.37 | 1.39 | 1.48 | 1.35 | 1.74 | 1.63 | 1.72 | 4.07 | 2.78 | 2.72 | 3.27 | 2.78 | 2.96 | 3.88 | 4.12 | 2.88 | 2.48 | 2.57 | 2.08 | 2.17 | 1.98 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTW (Willis Towers Watson Public Limited Company) |
-12.48%
Nov 2005 – Nov 2008 |
-8.26%
Feb 2004 – Feb 2009 |
3.43%
May 2002 – May 2012 |
6.01%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTW (Willis Towers Watson Public Limited Company) |
27.58%
Jul 2001 – Jul 2004 |
18.53%
Mar 2009 – Mar 2014 |
14.53%
Mar 2009 – Mar 2019 |
13.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart