Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Whidbey Telephone Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 1.67% | 1.64% | 3.56% | 4.03% | 6.35% | 5.69% | 6.34% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whidbey Telephone Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.60 | 1.67 | 1.64 | 3.56 | 4.03 | 6.35 | 5.69 | 6.34 | 0.20 | 14.41 | -14.75 | 11.49 | 11.04 | 17.39 | -5.58 | 7.74 | 6.10 | 0.24 | 9.18 | 7.92 | 12.02 | 2.50 | 12.19 | 24.67 | -22.21 | 5.86 | 14.14 | 5.58 | 13.13 | 24.39 | 3.12 | 5.50 |
| Sharpe Ratio | NA | 0.63 | 0.11 | 0.39 | 0.44 | NA | NA | 0.59 | -0.01 | 1.10 | -1.19 | 1.30 | 0.57 | 2.68 | -0.84 | 1.45 | 0.74 | 0.03 | 1.53 | 1.28 | 2.27 | 0.22 | 1.23 | 1.71 | -1.37 | 0.37 | 2.23 | 0.67 | 1.96 | 5.33 | 0.30 | 0.41 |
| Standard Deviation(%) | NA | 9.08 | 10.73 | 12.15 | 9.99 | NA | NA | 9.44 | 7.70 | 9.27 | 13.54 | 8.80 | 18.86 | 5.96 | 8.22 | 4.92 | 7.95 | 8.23 | 6.01 | 6.14 | 5.26 | 11.01 | 9.85 | 14.38 | 16.86 | 7.82 | 4.87 | 5.11 | 6.23 | 4.44 | 6.81 | 7.71 |
| Draw Down(%) | NA | 7.38 | 19.76 | 22.93 | 22.93 | NA | NA | 33.63 | 1.73 | 7.38 | 19.76 | 4.32 | 22.93 | 2.48 | 11.25 | 3.73 | 6.11 | 7.64 | 4.06 | 6.72 | 4.15 | 10.60 | 7.65 | 13.95 | 31.91 | 5.78 | 4.55 | 3.76 | 7.29 | 2.99 | 11.41 | 8.57 |
| Yield(%) | NA | 4.57 | 4.28 | 3.95 | 3.53 | NA | NA | 4.30 | 0.00 | 4.86 | 3.68 | 4.37 | 3.41 | 3.71 | 4.21 | 0.46 | 3.32 | 4.19 | 3.37 | 2.73 | 4.16 | 4.11 | 4.88 | 3.96 | 4.17 | 8.44 | 6.73 | 5.63 | 4.61 | 5.13 | 3.36 | 5.48 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Whidbey Telephone Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.94%
Feb 2006 - Feb 2009 |
-0.04%
Feb 2004 - Feb 2009 |
4.03%
Oct 2013 - Oct 2023 |
4.22%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whidbey Telephone Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
18.13%
Feb 2009 - Feb 2012 |
14.16%
Feb 2009 - Feb 2014 |
9.18%
Feb 2009 - Feb 2019 |
8.11%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart