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 Strategic Asset Allocation - Equal Weight Moderate | NA | 30.20% | 15.11% | 13.02% | 8.21% | 8.24% | 7.86% | 7.86% |
Data as of 06/30/2021, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILSON 401(k) RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 09/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 30.20 | 15.11 | 13.02 | 8.21 | 8.24 | 7.86 | 7.86 | 4.54 | 27.74 | 20.90 | -6.65 | 17.87 | 2.69 | -0.02 | 5.33 | 14.07 | -11.10 | 15.46 | 7.16 | -2.28 | 17.22 | 8.39 | 10.62 | 5.26 | 5.94 | 14.75 | 3.53 | 1.60 |
| Sharpe Ratio | NA | 1.67 | 0.96 | 0.94 | 0.64 | NA | NA | 0.65 | 0.42 | 1.46 | 2.54 | -0.76 | 3.42 | 0.28 | -0.01 | 0.80 | 2.15 | -0.85 | 1.14 | 0.62 | -0.20 | 1.30 | 0.59 | 1.09 | 0.51 | 0.69 | 1.54 | 0.31 | -0.07 |
| Standard Deviation(%) | NA | 10.89 | 13.61 | 11.39 | 10.79 | NA | NA | 10.15 | 10.88 | 18.88 | 7.67 | 10.43 | 5.03 | 8.92 | 9.33 | 6.67 | 6.54 | 13.18 | 13.56 | 11.43 | 11.94 | 12.51 | 9.23 | 6.72 | 6.01 | 7.23 | 9.12 | 7.91 | 9.72 |
| Draw Down(%) | NA | 7.31 | 20.06 | 20.06 | 23.21 | NA | NA | 23.21 | 7.31 | 20.06 | 4.20 | 14.12 | 1.77 | 8.14 | 11.44 | 4.49 | 5.74 | 22.30 | 9.00 | 7.58 | 10.50 | 7.33 | 6.03 | 7.26 | 4.45 | 7.28 | 10.40 | 5.80 | 9.45 |
| Yield(%) | NA | 2.86 | 2.88 | 2.37 | 3.03 | NA | NA | 4.31 | 0.20 | 3.52 | 2.86 | 3.10 | 0.29 | 3.47 | 4.03 | 3.18 | 3.60 | 1.83 | 6.31 | 3.95 | 6.82 | 4.91 | 5.97 | 5.70 | 4.50 | 3.98 | 6.05 | 6.46 | 5.41 |
Data as of 06/30/2021, 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 Strategic Asset Allocation - Equal Weight Moderate |
1.83%
Sep 2011 - Sep 2014 |
1.86%
Dec 2011 - Dec 2016 |
3.85%
Dec 2008 - Dec 2018 |
5.67%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.21%
Apr 2018 - Apr 2021 |
13.52%
Feb 2016 - Feb 2021 |
8.45%
Dec 2001 - Dec 2011 |
8.24%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart