Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Webster Bank Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 28.91% | 2.44% | 5.57% | 4.94% | 6.08% | 7.03% | 7.80% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Webster Bank Retirement Savings Plan Tactical Asset Allocation 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 (%) | -1.18 | 28.91 | 2.44 | 5.57 | 4.94 | 6.08 | 7.03 | 7.80 | NA | 9.45 | 19.89 | -20.31 | 8.61 | 9.74 | 8.94 | 0.75 | 9.38 | 2.40 | 0.38 | 1.69 | 15.59 | 8.28 | 1.09 | 11.28 | 21.54 | -0.42 | 11.10 | 11.23 | 6.44 | 13.43 | 20.51 | 3.65 | 8.65 |
| Sharpe Ratio | NA | 0.38 | -0.13 | 0.19 | 0.31 | NA | NA | 0.75 | 0.05 | 0.26 | 1.66 | -1.35 | 0.93 | 1.02 | 1.69 | -0.08 | 1.50 | 0.50 | 0.07 | 0.27 | 2.30 | 1.47 | 0.12 | 0.99 | 2.26 | -0.20 | 0.88 | 1.03 | 0.79 | 1.64 | 3.33 | 0.52 | 1.17 |
| Standard Deviation(%) | NA | 10.91 | 12.47 | 11.32 | 8.91 | NA | NA | 8.08 | 11.30 | 10.92 | 9.42 | 16.02 | 9.25 | 9.32 | 4.45 | 7.41 | 5.85 | 4.35 | 5.21 | 6.24 | 6.76 | 5.59 | 8.61 | 11.30 | 9.47 | 6.71 | 9.17 | 7.70 | 5.41 | 7.62 | 5.94 | 4.92 | 5.43 |
| Draw Down(%) | NA | 8.70 | 24.09 | 26.74 | 26.74 | NA | NA | 26.74 | 0.97 | 8.70 | 8.87 | 25.01 | 4.94 | 10.71 | 2.79 | 6.32 | 4.80 | 3.17 | 4.50 | 5.88 | 4.41 | 4.33 | 7.72 | 9.92 | 5.24 | 6.64 | 6.35 | 8.25 | 4.28 | 6.88 | 3.38 | 5.34 | 4.10 |
| Yield(%) | NA | 4.27 | 4.78 | 4.72 | 3.97 | NA | NA | 4.66 | NA | 0.67 | 4.35 | 3.47 | 5.91 | 6.16 | 3.89 | 1.43 | 0.23 | 2.78 | 6.18 | 4.94 | 5.74 | 4.18 | 2.08 | 4.11 | 5.34 | 4.50 | 7.15 | 6.62 | 3.02 | 5.22 | 3.38 | 7.09 | 8.82 |
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 |
|---|---|---|---|---|
| Webster Bank Retirement Savings Plan Tactical Asset Allocation Moderate |
-2.75%
Sep 2019 - Sep 2022 |
-0.51%
Sep 2017 - Sep 2022 |
2.65%
Oct 2013 - Oct 2023 |
4.51%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Webster Bank Retirement Savings Plan Tactical Asset Allocation Moderate |
14.86%
Apr 2003 - Apr 2006 |
13.52%
Oct 2002 - Oct 2007 |
11.19%
Apr 2001 - Apr 2011 |
9.18%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart