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 Strategic Asset Allocation - Equal Weight Moderate | NA | 21.08% | 4.39% | 7.23% | 6.12% | 6.94% | 6.56% | 6.81% |
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 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 (%) | -0.89 | 21.08 | 4.39 | 7.23 | 6.12 | 6.94 | 6.56 | 6.81 | NA | 8.05 | 12.72 | -9.33 | 5.25 | 15.27 | 20.56 | -5.17 | 12.05 | 0.05 | 0.92 | 2.80 | 14.97 | 11.23 | 2.74 | 9.80 | 22.43 | -19.63 | 10.99 | 10.38 | 6.17 | 10.35 | 19.66 | -3.24 | 5.00 |
| Sharpe Ratio | NA | 0.27 | -0.03 | 0.30 | 0.41 | NA | NA | 0.55 | 0.08 | 0.17 | 1.09 | -0.84 | 0.59 | 0.85 | 2.71 | -0.69 | 2.60 | -0.02 | 0.11 | 0.42 | 2.35 | 1.98 | 0.28 | 1.09 | 1.71 | -1.32 | 1.00 | 1.08 | 0.81 | 1.25 | 2.23 | -0.41 | 0.31 |
| Standard Deviation(%) | NA | 8.43 | 9.93 | 11.71 | 9.89 | NA | NA | 9.42 | 6.61 | 8.48 | 7.76 | 12.77 | 8.87 | 17.66 | 7.06 | 9.39 | 4.40 | 8.46 | 8.06 | 6.56 | 6.35 | 5.65 | 9.54 | 8.88 | 13.09 | 15.53 | 7.97 | 6.56 | 4.93 | 7.54 | 8.50 | 10.57 | 8.74 |
| Draw Down(%) | NA | 6.40 | 16.76 | 21.67 | 21.67 | NA | NA | 29.36 | 0.45 | 6.37 | 5.61 | 17.25 | 5.68 | 21.67 | 2.77 | 12.54 | 2.28 | 7.89 | 8.21 | 4.55 | 5.47 | 4.36 | 9.31 | 6.60 | 12.84 | 28.70 | 5.11 | 7.25 | 3.32 | 7.51 | 10.33 | 16.28 | 11.85 |
| Yield(%) | NA | 2.98 | 5.40 | 4.72 | 3.93 | NA | NA | 3.72 | NA | 0.66 | 3.06 | 3.62 | 8.85 | 4.30 | 3.24 | 6.23 | 0.41 | 2.74 | 3.38 | 2.84 | 2.36 | 2.55 | 2.81 | 2.54 | 2.62 | 4.52 | 6.22 | 5.78 | 3.98 | 2.52 | 2.33 | 2.51 | 5.58 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.02%
Feb 2006 - Feb 2009 |
0.40%
Feb 2004 - Feb 2009 |
4.57%
Oct 2013 - Oct 2023 |
4.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Northwest Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
16.51%
Feb 2009 - Feb 2012 |
14.23%
Feb 2009 - Feb 2014 |
8.88%
Mar 2003 - Mar 2013 |
8.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart