Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Territorial Savings Bank 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 20.89% | 1.67% | 8.87% | 7.75% | 7.94% | 7.19% | 6.89% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Territorial Savings Bank 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 (%) | -0.87 | 20.89 | 1.67 | 8.87 | 7.75 | 7.94 | 7.19 | 6.89 | NA | 7.27 | 12.95 | -13.57 | 4.07 | 30.79 | 22.04 | -6.14 | 18.39 | 5.39 | 1.10 | 2.71 | 12.94 | 10.23 | 1.90 | 11.19 | 20.38 | -18.96 | 9.63 | 11.60 | 4.86 | 9.35 | 17.56 | -6.30 | 0.50 |
| Sharpe Ratio | NA | 0.23 | -0.15 | 0.36 | 0.53 | NA | NA | 0.53 | 0.07 | 0.07 | 0.92 | -0.97 | 0.35 | 1.62 | 2.69 | -0.71 | 3.65 | 0.57 | 0.12 | 0.39 | 2.05 | 1.81 | 0.18 | 1.18 | 1.62 | -1.22 | 0.86 | 1.19 | 0.51 | 1.32 | 2.73 | -0.82 | -0.22 |
| Standard Deviation(%) | NA | 10.02 | 11.92 | 13.53 | 11.26 | NA | NA | 9.95 | 9.77 | 10.08 | 9.44 | 15.34 | 11.47 | 18.86 | 7.68 | 10.52 | 4.87 | 9.10 | 8.80 | 6.92 | 6.29 | 5.63 | 10.48 | 9.40 | 12.55 | 16.32 | 7.67 | 6.99 | 5.30 | 6.37 | 6.17 | 9.06 | 8.13 |
| Draw Down(%) | NA | 5.49 | 19.05 | 21.61 | 21.61 | NA | NA | 28.92 | 0.70 | 5.49 | 9.19 | 19.75 | 7.79 | 19.61 | 4.25 | 13.37 | 1.75 | 7.83 | 9.32 | 5.39 | 5.48 | 4.38 | 9.05 | 7.28 | 12.81 | 28.15 | 4.40 | 7.60 | 4.00 | 6.53 | 5.63 | 14.23 | 10.81 |
| Yield(%) | NA | 2.64 | 4.15 | 3.28 | 2.64 | NA | NA | 3.07 | NA | 0.70 | 2.71 | 3.41 | 5.38 | 2.16 | 2.10 | 2.12 | 0.37 | 2.92 | 2.33 | 2.01 | 1.56 | 2.63 | 2.60 | 2.57 | 3.08 | 4.46 | 5.12 | 5.17 | 3.55 | 2.81 | 3.19 | 3.59 | 4.17 |
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 |
|---|---|---|---|---|
| Territorial Savings Bank 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-3.88%
Feb 2006 - Feb 2009 |
0.18%
Feb 2004 - Feb 2009 |
5.07%
Feb 2006 - Feb 2016 |
5.19%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Territorial Savings Bank 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
18.43%
Dec 2018 - Dec 2021 |
14.38%
Feb 2016 - Feb 2021 |
9.97%
Sep 2011 - Sep 2021 |
9.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart