Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Wayne Savings 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 30.30% | 3.76% | 5.64% | 3.93% | 5.12% | 5.86% | 6.21% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wayne Savings 401(k) Retirement 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 (%) | -1.51 | 30.30 | 3.76 | 5.64 | 3.93 | 5.12 | 5.86 | 6.21 | NA | 10.95 | 24.64 | -22.88 | 12.26 | 5.62 | 10.31 | -3.41 | -0.36 | 5.65 | 0.45 | 2.03 | 14.69 | 6.75 | -0.78 | 9.69 | 19.87 | 1.45 | 11.49 | 8.49 | 1.49 | 7.85 | 14.88 | 1.00 | 6.36 |
| Sharpe Ratio | NA | 0.48 | -0.03 | 0.19 | 0.22 | NA | NA | 0.59 | 0.05 | 0.35 | 2.03 | -1.35 | 1.07 | 0.74 | 2.13 | -0.82 | -0.20 | 1.87 | 0.09 | 0.38 | 2.10 | 1.58 | -0.10 | 1.00 | 3.13 | 0.11 | 0.99 | 0.94 | -0.12 | 1.22 | 3.48 | -0.02 | 1.11 |
| Standard Deviation(%) | NA | 12.44 | 13.95 | 12.41 | 9.34 | NA | NA | 7.66 | 14.34 | 12.47 | 10.06 | 18.02 | 11.39 | 7.32 | 4.18 | 5.75 | 4.87 | 2.91 | 4.43 | 5.29 | 6.96 | 4.24 | 8.14 | 9.59 | 6.31 | 5.02 | 8.55 | 5.53 | 5.82 | 5.67 | 4.08 | 4.57 | 3.64 |
| Draw Down(%) | NA | 9.01 | 23.48 | 26.63 | 26.63 | NA | NA | 26.63 | 1.27 | 9.01 | 8.03 | 25.74 | 6.01 | 8.59 | 1.81 | 8.99 | 5.34 | 1.87 | 4.42 | 3.45 | 4.37 | 4.55 | 7.41 | 9.15 | 4.11 | 5.01 | 5.78 | 5.39 | 4.79 | 5.88 | 2.95 | 5.43 | 2.78 |
| Yield(%) | NA | 3.49 | 4.89 | 5.28 | 4.54 | NA | NA | 4.56 | NA | 0.49 | 3.74 | 2.93 | 8.13 | 7.31 | 5.30 | 3.39 | 0.56 | 5.29 | 5.29 | 4.22 | 1.91 | 4.33 | 1.17 | 4.48 | 5.14 | 7.01 | 3.05 | 6.55 | 4.47 | 4.52 | 3.93 | 5.23 | 6.47 |
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 |
|---|---|---|---|---|
| Wayne Savings 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-3.48%
Sep 2019 - Sep 2022 |
-1.87%
Sep 2017 - Sep 2022 |
1.63%
Oct 2013 - Oct 2023 |
3.47%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wayne Savings 401(k) Retirement Plan Tactical Asset Allocation Moderate |
11.76%
Apr 2007 - Apr 2010 |
10.71%
Apr 2005 - Apr 2010 |
8.58%
Apr 2001 - Apr 2011 |
7.25%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart