Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Weingarten Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 34.52% | 10.38% | 11.24% | 7.51% | 8.00% | 8.13% | 8.57% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Weingarten Savings and Investment 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 (%) | -1.07 | 34.52 | 10.38 | 11.24 | 7.51 | 8.00 | 8.13 | 8.57 | NA | 19.43 | 19.10 | -8.43 | 10.10 | 15.85 | 7.10 | -1.09 | 10.54 | 6.41 | -3.18 | 3.60 | 14.56 | 7.34 | 6.48 | 8.94 | 10.23 | -0.13 | 12.09 | 18.13 | 3.17 | 9.39 | 15.09 | 8.28 | 7.50 |
| Sharpe Ratio | NA | 1.32 | 0.64 | 0.79 | 0.66 | NA | NA | 0.87 | 0.09 | 1.14 | 1.82 | -0.98 | 0.82 | 1.51 | 1.20 | -0.30 | 1.87 | 1.22 | -0.53 | 0.59 | 2.10 | 1.44 | 0.80 | 0.71 | 1.14 | -0.19 | 0.99 | 1.90 | 0.14 | 1.04 | 2.27 | 1.49 | 1.04 |
| Standard Deviation(%) | NA | 11.24 | 9.90 | 10.51 | 8.53 | NA | NA | 7.94 | 12.70 | 11.23 | 8.17 | 9.97 | 12.23 | 10.36 | 4.73 | 7.93 | 5.30 | 5.07 | 6.04 | 6.12 | 6.92 | 5.06 | 8.03 | 12.44 | 8.87 | 5.53 | 9.19 | 7.81 | 6.96 | 8.16 | 6.36 | 4.80 | 4.98 |
| Draw Down(%) | NA | 7.78 | 11.85 | 13.73 | 13.73 | NA | NA | 13.73 | 1.05 | 7.78 | 5.41 | 13.42 | 7.09 | 6.77 | 2.57 | 9.38 | 3.03 | 3.28 | 6.46 | 4.20 | 6.53 | 3.67 | 6.79 | 9.15 | 4.04 | 5.11 | 6.15 | 6.59 | 4.68 | 9.53 | 3.49 | 2.34 | 4.38 |
| Yield(%) | NA | 16.06 | 11.06 | 7.71 | 5.37 | NA | NA | 4.50 | NA | 4.44 | 15.07 | 8.56 | 4.10 | 2.98 | 2.42 | 2.94 | 0.60 | 4.14 | 2.40 | 5.39 | 2.93 | 2.60 | 2.67 | 2.86 | 4.29 | 3.35 | 4.94 | 4.82 | 4.40 | 2.55 | 4.16 | 5.16 | 5.83 |
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 |
|---|---|---|---|---|
| Weingarten Savings and Investment Plan Tactical Asset Allocation Moderate |
2.20%
Oct 2013 - Oct 2016 |
2.99%
Feb 2014 - Feb 2019 |
4.70%
Apr 2013 - Apr 2023 |
5.39%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Weingarten Savings and Investment Plan Tactical Asset Allocation Moderate |
13.76%
Oct 2004 - Oct 2007 |
12.37%
Nov 2019 - Nov 2024 |
9.84%
Apr 2001 - Apr 2011 |
8.39%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart