Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 15.88% | -2.09% | 3.56% | 1.38% | 2.81% | 5.52% | 6.58% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT 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 (%) | -1.35 | 15.88 | -2.09 | 3.56 | 1.38 | 2.81 | 5.52 | 6.58 | NA | -2.08 | 7.04 | -16.67 | 7.67 | 16.30 | -0.04 | -7.11 | 8.35 | 6.96 | -9.97 | -0.87 | 12.45 | 5.30 | 1.03 | 7.33 | 22.24 | -5.52 | 15.89 | 20.14 | 15.62 | 13.57 | 22.84 | 9.96 | 4.41 |
| Sharpe Ratio | NA | -0.88 | -0.93 | -0.08 | -0.14 | NA | NA | 0.59 | -0.02 | -0.96 | 0.35 | -2.04 | 0.78 | 1.50 | -0.25 | -1.08 | 1.33 | 1.14 | -1.66 | -0.13 | 1.75 | 0.99 | 0.12 | 0.64 | 2.15 | -1.08 | 1.11 | 2.02 | 2.06 | 1.48 | 4.00 | 1.91 | 0.44 |
| Standard Deviation(%) | NA | 9.05 | 8.67 | 9.36 | 7.98 | NA | NA | 7.90 | 12.84 | 9.00 | 8.02 | 8.87 | 9.77 | 10.71 | 5.71 | 7.83 | 5.79 | 5.91 | 6.02 | 6.83 | 7.07 | 5.31 | 8.25 | 11.33 | 10.30 | 5.98 | 11.64 | 8.35 | 6.53 | 8.54 | 5.54 | 4.64 | 4.73 |
| Draw Down(%) | NA | 11.23 | 18.77 | 21.09 | 22.57 | NA | NA | 22.57 | 1.43 | 9.97 | 9.17 | 17.08 | 5.00 | 13.31 | 7.14 | 13.58 | 3.74 | 4.59 | 11.94 | 8.31 | 6.38 | 4.13 | 7.36 | 9.82 | 4.98 | 8.72 | 8.64 | 10.08 | 5.36 | 9.46 | 3.29 | 3.10 | 4.69 |
| Yield(%) | NA | 3.66 | 4.17 | 3.75 | 3.34 | NA | NA | 4.32 | NA | 0.74 | 3.63 | 3.74 | 4.30 | 4.28 | 2.08 | 1.28 | 0.46 | 4.19 | 4.09 | 4.94 | 5.44 | 4.42 | 3.11 | 3.11 | 2.72 | 3.48 | 10.44 | 6.73 | 7.35 | 2.39 | 4.21 | 6.05 | 6.27 |
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 |
|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
-4.41%
Dec 2021 - Dec 2024 |
-2.11%
Aug 2014 - Aug 2019 |
-0.01%
Oct 2013 - Oct 2023 |
2.01%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
21.74%
Oct 2004 - Oct 2007 |
18.84%
Oct 2002 - Oct 2007 |
12.89%
Apr 2001 - Apr 2011 |
8.98%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart