Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Optimal Moderate | NA | 13.44% | 7.93% | 6.07% | 8.04% | 7.13% | NA | 7.51% |
Data as of 10/31/2019, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 13.44 | 7.93 | 6.07 | 8.04 | 7.13 | NA | 7.51 | 21.24 | -6.12 | 13.31 | 5.94 | 1.04 | 3.72 | 16.30 | 14.48 | -1.31 | 14.37 | 25.34 | -23.46 | 9.89 | 10.81 | 9.35 | 12.37 | 21.53 | -7.08 | 9.17 |
| Sharpe Ratio | NA | 2.90 | 1.06 | 0.76 | 0.83 | NA | NA | 0.59 | 2.90 | -0.77 | 3.08 | 0.69 | 0.11 | 0.52 | 2.33 | 1.86 | -0.09 | 1.23 | 1.56 | -1.16 | 0.77 | 1.07 | 1.25 | 1.49 | 2.08 | -0.62 | 0.61 |
| Standard Deviation(%) | NA | 6.84 | 7.26 | 7.81 | 9.11 | NA | NA | 10.66 | 6.84 | 9.66 | 4.11 | 8.30 | 8.84 | 7.07 | 6.97 | 7.76 | 15.27 | 11.58 | 16.19 | 21.07 | 8.87 | 7.05 | 5.77 | 7.65 | 10.03 | 13.12 | 11.24 |
| Draw Down(%) | NA | 3.16 | 13.19 | 13.19 | 15.81 | NA | NA | 36.28 | 3.16 | 13.19 | 1.67 | 6.98 | 8.25 | 5.35 | 5.94 | 6.03 | 15.81 | 8.92 | 17.35 | 34.41 | 5.64 | 7.74 | 3.70 | 6.64 | 8.00 | 18.48 | 12.13 |
| Yield(%) | NA | 3.19 | 2.01 | 2.57 | 3.04 | NA | NA | 3.71 | 3.19 | 2.15 | 0.57 | 2.73 | 4.17 | 3.23 | 4.15 | 3.80 | 2.28 | 3.91 | 4.08 | 5.04 | 6.51 | 4.96 | 4.17 | 3.66 | 3.26 | 3.62 | 5.09 |
Data as of 10/31/2019, 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 |
|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Optimal Moderate |
-6.63%
Feb 2006 - Feb 2009 |
-0.34%
Feb 2004 - Feb 2009 |
5.62%
Feb 2006 - Feb 2016 |
6.43%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whirlpool 401(k) Retirement Plan Strategic Asset Allocation - Optimal Moderate |
19.15%
Feb 2009 - Feb 2012 |
16.07%
Feb 2009 - Feb 2014 |
10.33%
Feb 2009 - Feb 2019 |
8.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart