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 Strategic Asset Allocation - Equal Weight Moderate | NA | 4.01% | 2.29% | 6.47% | 5.09% | 7.70% | 6.83% | 7.00% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Webster Bank Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.77 | 4.01 | 2.29 | 6.47 | 5.09 | 7.70 | 6.83 | 7.00 | 2.40 | 13.38 | -7.88 | 4.33 | 24.47 | 18.07 | -4.13 | 10.62 | 2.51 | 1.20 | 2.05 | 14.69 | 11.75 | 1.07 | 10.89 | 29.71 | -16.66 | 9.36 | 10.06 | 7.08 | 12.04 | 21.49 | -2.58 | 4.71 |
| Sharpe Ratio | NA | 0.83 | 0.19 | 0.66 | 0.53 | NA | NA | 0.64 | 0.25 | 0.99 | -0.75 | 0.41 | 1.30 | 2.51 | -0.57 | 2.03 | 0.28 | 0.13 | 0.27 | 2.26 | 1.89 | 0.09 | 1.15 | 1.82 | -1.09 | 0.70 | 1.01 | 0.93 | 1.60 | 3.28 | -0.53 | 0.31 |
| Standard Deviation(%) | NA | 9.24 | 10.62 | 12.16 | 10.29 | NA | NA | 9.84 | 8.51 | 9.19 | 12.34 | 10.50 | 18.69 | 6.64 | 9.61 | 4.92 | 8.15 | 8.78 | 7.61 | 6.50 | 6.18 | 11.04 | 9.43 | 16.29 | 16.16 | 9.05 | 6.70 | 5.28 | 6.92 | 6.35 | 6.95 | 7.70 |
| Draw Down(%) | NA | 7.58 | 16.68 | 20.96 | 20.96 | NA | NA | 30.29 | 1.77 | 7.58 | 14.89 | 6.71 | 20.96 | 2.84 | 12.68 | 2.90 | 8.81 | 8.04 | 5.91 | 5.57 | 4.63 | 10.73 | 7.98 | 16.27 | 27.72 | 5.52 | 7.34 | 4.32 | 6.33 | 5.61 | 12.64 | 8.37 |
| Yield(%) | NA | 4.04 | 3.65 | 4.23 | 3.88 | NA | NA | 4.19 | 0.00 | 4.29 | 2.21 | 4.54 | 7.69 | 2.71 | 4.69 | 0.51 | 2.28 | 5.60 | 4.62 | 5.56 | 4.15 | 2.63 | 3.83 | 3.94 | 6.27 | 6.07 | 4.01 | 3.56 | 4.16 | 3.76 | 3.77 | 5.49 |
Data as of 10/31/2023, 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 Strategic Asset Allocation - Equal Weight Moderate |
-3.90%
Feb 2006 - Feb 2009 |
1.06%
Feb 2004 - Feb 2009 |
5.06%
Mar 2010 - Mar 2020 |
5.70%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Webster Bank Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
19.18%
Feb 2009 - Feb 2012 |
15.84%
Feb 2009 - Feb 2014 |
9.80%
Mar 2003 - Mar 2013 |
8.47%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart