Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 32.32% | 9.86% | 10.15% | 8.37% | 8.43% | 7.75% | 8.06% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN 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 (%) | -0.33 | 32.32 | 9.86 | 10.15 | 8.37 | 8.43 | 7.75 | 8.06 | NA | 16.13 | 22.82 | -9.54 | 8.37 | 12.35 | 12.81 | -7.56 | 17.86 | 4.58 | 7.72 | 1.56 | 16.27 | 12.28 | -3.19 | 11.79 | 28.07 | -23.50 | 12.64 | 12.37 | 8.31 | 9.89 | 21.49 | 1.16 | 3.69 |
| Sharpe Ratio | NA | 1.49 | 0.71 | 0.61 | 0.64 | NA | NA | 0.60 | 0.09 | 1.31 | 2.21 | -0.76 | 0.75 | 0.86 | 2.10 | -0.73 | 2.88 | 0.42 | 0.83 | 0.18 | 2.08 | 1.42 | -0.20 | 1.05 | 1.85 | -1.21 | 0.93 | 1.24 | 1.01 | 1.16 | 2.64 | 0.01 | 0.19 |
| Standard Deviation(%) | NA | 7.15 | 10.10 | 11.46 | 10.29 | NA | NA | 10.67 | 4.99 | 7.27 | 8.41 | 14.44 | 11.15 | 14.15 | 5.43 | 12.10 | 5.98 | 10.29 | 9.29 | 8.42 | 7.80 | 8.59 | 15.93 | 11.14 | 15.13 | 20.22 | 10.33 | 7.34 | 6.05 | 7.68 | 7.87 | 8.54 | 7.35 |
| Draw Down(%) | NA | 5.18 | 14.61 | 19.29 | 19.29 | NA | NA | 35.14 | 0.34 | 5.18 | 5.11 | 19.20 | 6.49 | 19.29 | 2.92 | 13.93 | 3.36 | 10.69 | 7.35 | 7.46 | 4.96 | 7.68 | 15.77 | 8.00 | 15.75 | 33.47 | 6.59 | 8.31 | 3.89 | 6.37 | 6.01 | 11.69 | 9.10 |
| Yield(%) | NA | 15.50 | 11.56 | 7.97 | 6.12 | NA | NA | 5.11 | NA | 4.48 | 14.77 | 8.68 | 5.64 | 2.89 | 2.19 | 12.19 | 0.59 | 1.66 | 4.86 | 2.47 | 5.89 | 1.89 | 2.15 | 3.71 | 3.25 | 4.66 | 7.91 | 6.03 | 5.05 | 3.94 | 2.80 | 4.71 | 5.17 |
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 |
|---|---|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.75%
Feb 2006 - Feb 2009 |
0.01%
Feb 2004 - Feb 2009 |
5.19%
Sep 2012 - Sep 2022 |
4.53%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.33%
Feb 2009 - Feb 2012 |
15.64%
Feb 2009 - Feb 2014 |
10.36%
Feb 2009 - Feb 2019 |
9.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart