Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WILSON 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | -5.39% | 9.07% | 7.83% | 8.23% | 8.73% | 8.64% | 8.33% |
Data as of 04/29/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILSON 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | -5.39 | 9.07 | 7.83 | 8.23 | 8.73 | 8.64 | 8.33 | -9.66 | 9.65 | 14.35 | 19.22 | -4.12 | 15.20 | 7.45 | -1.61 | 10.05 | 17.92 | 13.56 | 4.89 | 12.31 | 15.23 | 4.32 | 9.83 | 15.10 | 5.74 | 11.63 | 11.24 | -6.66 | 3.20 |
| Sharpe Ratio | NA | -0.49 | 0.43 | 0.51 | 0.75 | NA | NA | 0.75 | -0.68 | 0.89 | 0.72 | 2.62 | -0.50 | 2.86 | 0.88 | -0.18 | 1.38 | 2.33 | 1.65 | 0.33 | 1.17 | 1.66 | 1.01 | 0.67 | 1.46 | 0.59 | 1.44 | 1.40 | -1.23 | 0.12 |
| Standard Deviation(%) | NA | 11.87 | 14.53 | 12.49 | 10.41 | NA | NA | 9.52 | 14.50 | 10.77 | 19.54 | 6.79 | 10.79 | 5.09 | 8.26 | 9.13 | 7.28 | 7.67 | 8.18 | 14.59 | 10.49 | 9.15 | 3.37 | 10.25 | 8.11 | 6.00 | 7.43 | 7.56 | 6.33 | 7.12 |
| Draw Down(%) | NA | 13.26 | 22.12 | 22.12 | 22.12 | NA | NA | 22.12 | 12.74 | 6.02 | 22.12 | 3.27 | 13.77 | 2.19 | 5.69 | 8.98 | 3.80 | 5.43 | 6.24 | 11.55 | 7.96 | 4.54 | 2.40 | 6.24 | 9.34 | 4.39 | 7.20 | 5.74 | 8.97 | 8.19 |
| Yield(%) | NA | 3.83 | 5.15 | 4.36 | 3.89 | NA | NA | 0.00 | 0.52 | 4.21 | 4.75 | 7.56 | 3.39 | 2.67 | 2.82 | 3.02 | 4.22 | 4.53 | 3.57 | 2.44 | 2.15 | 3.69 | 3.66 | 6.19 | 7.75 | 4.65 | 2.19 | 3.52 | 3.28 | 4.35 |
Data as of 04/29/2022, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILSON 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate |
2.26%
Sep 2001 - Sep 2004 |
3.46%
Mar 2015 - Mar 2020 |
7.32%
Mar 2010 - Mar 2020 |
7.92%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILSON 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.83%
Sep 2011 - Sep 2014 |
13.99%
Jun 2009 - Jun 2014 |
11.54%
Aug 2004 - Aug 2014 |
10.45%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart