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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JSW 401K Strategic Asset Allocation - Equal Weight Moderate NA 21.17% 2.80% 6.61% 6.08% 7.07% 6.67% 6.50%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
JSW 401K Strategic Asset Allocation - Equal Weight Moderate 12/31/2000 01/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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 (%) -1.15 21.17 2.80 6.61 6.08 7.07 6.67 6.50 NA 7.78 11.60 -11.47 5.32 16.87 19.34 -4.50 12.44 3.26 2.02 2.75 12.31 11.36 1.13 13.46 24.05 -18.62 8.49 10.15 7.05 9.86 23.11 -6.08 -2.84
Sharpe Ratio NA 0.27 -0.13 0.26 0.43 NA NA 0.49 0.04 0.14 0.97 -0.98 0.59 0.97 2.47 -0.60 2.23 0.34 0.22 0.37 1.84 1.64 0.09 1.24 1.88 -1.21 0.68 1.06 0.94 1.31 2.51 -0.62 -0.54
Standard Deviation(%) NA 8.63 10.06 11.63 10.04 NA NA 9.86 7.64 8.68 7.56 13.08 8.91 17.09 7.27 9.62 5.29 8.98 8.99 7.46 6.68 6.88 11.92 10.81 12.78 16.20 8.14 6.50 5.19 6.81 8.94 11.53 9.59
Draw Down(%) NA 5.01 16.50 19.58 19.58 NA NA 28.96 0.64 5.01 7.44 17.25 5.63 19.58 3.07 11.86 4.64 7.68 8.57 6.07 5.97 5.20 11.23 8.36 11.95 28.64 5.69 7.03 3.42 6.08 8.56 16.15 14.04
Yield(%) NA 3.40 4.81 4.69 4.00 NA NA 3.79 NA 0.61 3.68 1.43 8.76 6.25 3.07 4.53 0.34 4.00 3.77 4.14 3.15 2.20 3.68 3.08 2.60 3.10 8.01 4.19 3.82 2.93 2.66 3.15 4.10
Data as of 10/31/2024, 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
JSW 401K Strategic Asset Allocation - Equal Weight Moderate -4.30%
Feb 2006 - Feb 2009
0.50%
Feb 2004 - Feb 2009
4.62%
Oct 2013 - Oct 2023
4.98%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSW 401K Strategic Asset Allocation - Equal Weight Moderate 17.92%
Feb 2009 - Feb 2012
14.41%
Feb 2009 - Feb 2014
9.27%
Feb 2009 - Feb 2019
8.43%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart