Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Northwest Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 21.89% | 3.00% | 5.43% | 5.15% | 6.31% | 7.17% | 7.64% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Northwest 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 (%) | -1.08 | 21.89 | 3.00 | 5.43 | 5.15 | 6.31 | 7.17 | 7.64 | NA | 8.16 | 14.43 | -13.77 | 6.94 | 10.59 | 9.98 | -0.12 | 13.72 | 4.23 | -2.91 | 3.45 | 19.08 | 2.46 | 6.36 | 10.08 | 13.53 | 3.62 | 11.67 | 11.92 | 6.18 | 10.65 | 16.91 | 3.98 | 7.48 |
| Sharpe Ratio | NA | 0.26 | -0.17 | 0.27 | 0.44 | NA | NA | 0.83 | 0.06 | 0.17 | 1.28 | -1.58 | 0.82 | 1.22 | 1.95 | -0.18 | 3.01 | 0.89 | -0.59 | 0.55 | 2.88 | 0.45 | 0.84 | 0.97 | 1.51 | 0.44 | 0.92 | 1.18 | 0.76 | 1.30 | 2.89 | 0.62 | 1.04 |
| Standard Deviation(%) | NA | 9.41 | 9.04 | 8.81 | 7.31 | NA | NA | 7.15 | 8.33 | 9.44 | 7.95 | 9.56 | 8.42 | 8.47 | 4.39 | 7.90 | 4.35 | 4.54 | 4.98 | 6.19 | 6.62 | 5.40 | 7.57 | 10.30 | 8.92 | 6.13 | 9.41 | 7.34 | 5.28 | 7.48 | 5.61 | 4.67 | 4.97 |
| Draw Down(%) | NA | 6.54 | 14.35 | 15.19 | 15.19 | NA | NA | 15.19 | 0.68 | 6.54 | 5.56 | 14.75 | 4.01 | 8.97 | 2.76 | 7.82 | 1.43 | 4.22 | 5.80 | 4.95 | 3.34 | 5.19 | 5.52 | 8.37 | 4.76 | 5.44 | 6.48 | 7.59 | 3.22 | 7.02 | 2.46 | 4.87 | 3.44 |
| Yield(%) | NA | 5.42 | 5.76 | 5.60 | 3.72 | NA | NA | 3.99 | NA | 0.58 | 5.69 | 3.31 | 7.95 | 5.61 | 5.87 | 1.59 | 0.11 | 2.77 | 1.33 | 3.15 | 2.09 | 2.71 | 2.41 | 3.09 | 3.64 | 4.46 | 7.29 | 6.11 | 4.37 | 2.50 | 3.62 | 4.92 | 6.50 |
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 |
|---|---|---|---|---|
| Northwest Retirement Savings Plan Tactical Asset Allocation Moderate |
0.66%
Dec 2019 - Dec 2022 |
2.13%
Sep 2018 - Sep 2023 |
3.64%
Oct 2013 - Oct 2023 |
5.48%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Northwest Retirement Savings Plan Tactical Asset Allocation Moderate |
13.05%
Oct 2004 - Oct 2007 |
12.41%
Oct 2002 - Oct 2007 |
10.18%
Apr 2001 - Apr 2011 |
8.89%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart