Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Strategic Asset Allocation - Optimal Moderate | NA | -3.39% | 3.51% | 2.93% | 6.81% | 6.30% | NA | 6.37% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | -3.39 | 3.51 | 2.93 | 6.81 | 6.30 | NA | 6.37 | -5.30 | 10.62 | 4.53 | -0.66 | 1.36 | 14.53 | 11.11 | -4.00 | 13.79 | 25.31 | -24.80 | 9.68 | 13.54 | 12.56 | 14.16 | 25.64 | -7.02 | 3.20 |
| Sharpe Ratio | NA | -0.71 | 0.31 | 0.20 | 0.64 | NA | NA | 0.46 | -0.71 | 2.19 | 0.52 | -0.08 | 0.20 | 2.11 | 1.42 | -0.28 | 1.14 | 1.56 | -1.16 | 0.69 | 1.36 | 1.80 | 1.83 | 2.80 | -0.72 | 0.09 |
| Standard Deviation(%) | NA | 9.29 | 7.65 | 7.61 | 10.08 | NA | NA | 10.69 | 9.29 | 4.56 | 8.25 | 8.45 | 6.59 | 6.87 | 7.77 | 14.62 | 12.04 | 16.12 | 22.25 | 9.59 | 7.52 | 5.77 | 7.21 | 8.90 | 11.22 | 10.03 |
| Draw Down(%) | NA | 12.07 | 12.07 | 12.07 | 15.33 | NA | NA | 36.52 | 12.07 | 2.15 | 7.45 | 8.75 | 5.73 | 5.34 | 7.06 | 15.33 | 9.01 | 15.30 | 34.11 | 6.26 | 9.79 | 4.11 | 6.40 | 7.52 | 17.41 | 13.40 |
| Yield(%) | NA | 3.79 | 2.23 | 2.96 | 2.68 | NA | NA | 3.09 | 3.76 | 0.72 | 2.20 | 5.27 | 2.90 | 3.65 | 2.90 | 1.80 | 1.60 | 1.82 | 4.67 | 5.07 | 7.08 | 5.00 | 1.94 | 1.69 | 1.63 | 1.93 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Strategic Asset Allocation - Optimal Moderate |
-6.69%
Feb 2006 - Feb 2009 |
0.92%
Feb 2004 - Feb 2009 |
4.06%
May 2007 - May 2017 |
6.03%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUIDEWIRE SOFTWARE RETIREMENT TRUST Strategic Asset Allocation - Optimal Moderate |
20.85%
Mar 2003 - Mar 2006 |
16.31%
Sep 2002 - Sep 2007 |
9.46%
Mar 2003 - Mar 2013 |
8.18%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart