Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 8.68% | 6.69% | 4.50% | 6.37% | 6.51% | NA | 6.82% |
Data as of 10/31/2019, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 8.68 | 6.69 | 4.50 | 6.37 | 6.51 | NA | 6.82 | 15.54 | -5.79 | 13.51 | 4.82 | -0.51 | 1.85 | 12.49 | 12.52 | -0.30 | 11.03 | 24.16 | -17.21 | 10.55 | 11.31 | 8.32 | 12.36 | 21.56 | -5.36 | 3.56 |
| Sharpe Ratio | NA | 2.04 | 0.84 | 0.55 | 0.73 | NA | NA | 0.62 | 2.04 | -0.74 | 2.82 | 0.52 | -0.06 | 0.26 | 2.04 | 2.16 | -0.03 | 1.24 | 1.97 | -1.16 | 0.94 | 1.25 | 1.23 | 1.45 | 2.41 | -0.59 | 0.10 |
| Standard Deviation(%) | NA | 6.92 | 7.36 | 8.09 | 8.13 | NA | NA | 9.16 | 6.92 | 9.65 | 4.56 | 8.83 | 9.33 | 7.01 | 6.10 | 5.76 | 11.71 | 8.81 | 12.20 | 15.61 | 7.97 | 6.42 | 4.99 | 7.88 | 8.67 | 10.94 | 12.29 |
| Draw Down(%) | NA | 4.04 | 12.94 | 12.94 | 12.94 | NA | NA | 27.49 | 4.04 | 12.94 | 1.50 | 6.75 | 9.27 | 5.82 | 5.14 | 4.48 | 11.96 | 7.10 | 12.54 | 27.49 | 4.98 | 6.90 | 3.20 | 6.48 | 8.32 | 15.72 | 15.61 |
| Yield(%) | NA | 1.95 | 1.35 | 1.42 | 2.15 | NA | NA | 3.17 | 1.95 | 1.64 | 0.45 | 1.69 | 1.38 | 1.44 | 1.63 | 3.99 | 2.82 | 4.10 | 4.25 | 5.69 | 5.79 | 4.62 | 4.22 | 3.60 | 2.72 | 3.26 | 5.01 |
Data as of 10/31/2019, 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 |
|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
-2.63%
Feb 2006 - Feb 2009 |
2.06%
Feb 2004 - Feb 2009 |
5.36%
Oct 2007 - Oct 2017 |
6.16%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
16.47%
Mar 2003 - Mar 2006 |
13.57%
Feb 2009 - Feb 2014 |
9.58%
Mar 2003 - Mar 2013 |
8.39%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart