Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| West Coast Bancorp 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 19.74% | 0.91% | 5.99% | 4.57% | 5.84% | 5.55% | 5.80% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| West Coast Bancorp 401(k) 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 (%) | -1.03 | 19.74 | 0.91 | 5.99 | 4.57 | 5.84 | 5.55 | 5.80 | NA | 4.48 | 13.10 | -13.96 | 2.30 | 20.10 | 18.53 | -9.46 | 12.68 | -2.22 | 0.86 | 3.67 | 13.61 | 12.03 | -0.42 | 10.74 | 23.38 | -21.42 | 9.76 | 9.88 | 6.60 | 9.18 | 17.56 | -2.48 | 3.42 |
| Sharpe Ratio | NA | -0.05 | -0.22 | 0.17 | 0.24 | NA | NA | 0.47 | 0.11 | -0.23 | 1.08 | -1.09 | 0.23 | 1.10 | 2.35 | -1.08 | 2.47 | -0.27 | 0.09 | 0.51 | 2.28 | 2.20 | -0.05 | 1.50 | 2.50 | -1.78 | 1.07 | 1.33 | 0.99 | 1.54 | 3.29 | -0.59 | 0.19 |
| Standard Deviation(%) | NA | 9.05 | 10.77 | 12.44 | 10.52 | NA | NA | 8.71 | 6.97 | 9.10 | 8.17 | 14.11 | 9.85 | 18.05 | 7.27 | 9.98 | 4.89 | 8.89 | 8.88 | 7.13 | 5.95 | 5.45 | 9.40 | 7.11 | 9.32 | 12.55 | 6.30 | 4.97 | 4.48 | 5.34 | 5.13 | 6.08 | 5.86 |
| Draw Down(%) | NA | 7.93 | 18.17 | 23.22 | 23.22 | NA | NA | 28.52 | 0.48 | 7.93 | 7.83 | 20.03 | 7.32 | 23.22 | 3.51 | 16.27 | 3.84 | 9.61 | 9.24 | 5.31 | 5.74 | 4.68 | 10.06 | 5.67 | 9.78 | 27.72 | 4.18 | 6.00 | 3.93 | 5.26 | 4.08 | 9.77 | 7.94 |
| Yield(%) | NA | 7.10 | 5.71 | 4.77 | 4.29 | NA | NA | 4.74 | NA | 0.72 | 7.44 | 3.49 | 5.55 | 3.65 | 3.16 | 3.37 | 0.34 | 1.35 | 7.97 | 6.32 | 5.03 | 5.63 | 3.76 | 3.52 | 3.98 | 4.14 | 8.26 | 6.93 | 5.64 | 4.90 | 3.76 | 3.91 | 6.26 |
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 |
|---|---|---|---|---|
| West Coast Bancorp 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.21%
Feb 2006 - Feb 2009 |
0.26%
Mar 2015 - Mar 2020 |
3.35%
Oct 2013 - Oct 2023 |
3.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| West Coast Bancorp 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
14.92%
Feb 2009 - Feb 2012 |
13.24%
Feb 2009 - Feb 2014 |
7.47%
Mar 2003 - Mar 2013 |
7.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart