Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 401K PLAN Tactical Asset Allocation Moderate | 7.95% | NA | 27.20% | 2.37% | 7.47% | 4.99% | 6.05% | 7.62% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.48 | 27.20 | 2.37 | 7.47 | 4.99 | 6.05 | 7.62 | 7.95 | NA | 10.93 | 15.60 | -20.68 | 17.14 | 18.52 | 5.71 | -4.89 | 13.82 | 3.60 | -5.46 | 1.48 | 13.01 | 8.89 | 2.38 | 12.23 | 21.14 | -4.15 | 18.97 | 15.43 | 9.53 | 12.23 | 19.99 | 4.78 | 2.34 |
| Sharpe Ratio | NA | 0.52 | -0.20 | 0.41 | 0.33 | NA | NA | 0.74 | -0.02 | 0.49 | 1.08 | -1.35 | 1.74 | 2.05 | 0.77 | -0.87 | 2.71 | 0.57 | -0.88 | 0.23 | 1.88 | 1.59 | 0.22 | 0.96 | 2.18 | -0.85 | 1.41 | 1.41 | 1.09 | 1.35 | 3.54 | 0.69 | 0.01 |
| Standard Deviation(%) | NA | 8.83 | 12.35 | 11.28 | 9.03 | NA | NA | 8.50 | 10.24 | 8.87 | 10.47 | 16.40 | 9.83 | 8.91 | 5.57 | 7.10 | 4.87 | 5.92 | 6.21 | 6.37 | 6.92 | 5.55 | 10.77 | 12.66 | 9.65 | 5.98 | 11.37 | 8.63 | 6.74 | 8.37 | 5.45 | 5.30 | 4.18 |
| Draw Down(%) | NA | 5.00 | 22.30 | 24.55 | 24.55 | NA | NA | 24.55 | 0.91 | 5.00 | 9.47 | 24.44 | 4.92 | 9.04 | 3.56 | 10.85 | 2.17 | 5.20 | 9.24 | 7.18 | 6.51 | 4.23 | 10.97 | 9.32 | 4.93 | 7.04 | 9.36 | 12.26 | 5.90 | 11.88 | 2.78 | 8.35 | 3.38 |
| Yield(%) | NA | 2.99 | 3.69 | 3.37 | 2.89 | NA | NA | 3.63 | NA | 0.33 | 3.19 | 3.87 | 3.59 | 2.12 | 4.07 | 2.79 | 0.43 | 3.49 | 2.27 | 3.04 | 1.78 | 3.20 | 2.94 | 2.23 | 4.28 | 3.98 | 6.44 | 6.41 | 6.54 | 6.30 | 3.44 | 2.36 | 4.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 401K PLAN Tactical Asset Allocation Moderate |
-0.20%
Dec 2013 - Dec 2016 |
1.38%
Feb 2014 - Feb 2019 |
2.80%
Oct 2013 - Oct 2023 |
4.76%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 401K PLAN Tactical Asset Allocation Moderate |
18.63%
Oct 2004 - Oct 2007 |
16.10%
Oct 2002 - Oct 2007 |
11.78%
Apr 2003 - Apr 2013 |
9.50%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart