Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Optimal Moderate | NA | 23.65% | 3.80% | 8.92% | 7.40% | 8.20% | 7.02% | 6.99% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.03 | 23.65 | 3.80 | 8.92 | 7.40 | 8.20 | 7.02 | 6.99 | NA | 8.46 | 12.86 | -10.15 | 7.03 | 23.27 | 23.04 | -5.07 | 11.73 | 6.46 | -0.24 | 3.73 | 17.35 | 12.03 | 0.19 | 12.04 | 24.08 | -24.72 | 6.64 | 9.16 | 8.14 | 12.62 | 21.50 | -8.92 | 3.33 |
| Sharpe Ratio | NA | 0.33 | -0.08 | 0.41 | 0.54 | NA | NA | 0.49 | 0.00 | 0.22 | 0.97 | -0.82 | 0.75 | 1.25 | 2.79 | -0.68 | 2.67 | 0.74 | -0.03 | 0.58 | 2.29 | 1.53 | 0.01 | 1.05 | 1.48 | -1.20 | 0.40 | 0.79 | 1.04 | 1.75 | 2.41 | -0.82 | 0.11 |
| Standard Deviation(%) | NA | 8.54 | 10.80 | 12.45 | 10.43 | NA | NA | 10.88 | 6.96 | 8.65 | 8.84 | 14.04 | 9.29 | 18.40 | 7.74 | 9.40 | 4.15 | 8.45 | 8.77 | 6.40 | 7.58 | 7.83 | 14.33 | 11.36 | 16.23 | 21.42 | 9.16 | 7.44 | 5.74 | 6.67 | 8.64 | 12.26 | 9.64 |
| Draw Down(%) | NA | 4.94 | 18.79 | 20.93 | 20.93 | NA | NA | 36.87 | 0.62 | 4.85 | 9.13 | 18.79 | 5.41 | 20.93 | 3.47 | 12.49 | 1.69 | 6.61 | 8.95 | 5.57 | 5.75 | 6.55 | 13.60 | 9.11 | 15.75 | 33.82 | 6.49 | 7.83 | 4.30 | 6.60 | 8.10 | 20.03 | 12.96 |
| Yield(%) | NA | 2.50 | 4.49 | 4.16 | 3.69 | NA | NA | 3.57 | NA | 0.53 | 2.16 | 6.85 | 3.91 | 4.10 | 5.07 | 3.90 | 0.37 | 2.64 | 3.81 | 3.66 | 5.27 | 3.02 | 2.43 | 2.42 | 2.84 | 3.04 | 6.28 | 6.56 | 4.61 | 3.00 | 2.17 | 1.32 | 2.16 |
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 |
|---|---|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Optimal Moderate |
-8.34%
Feb 2006 - Feb 2009 |
-1.61%
Feb 2004 - Feb 2009 |
4.63%
Jan 2006 - Jan 2016 |
5.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESTON SOLUTIONS INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Optimal Moderate |
18.30%
Feb 2009 - Feb 2012 |
15.65%
Feb 2009 - Feb 2014 |
9.99%
Feb 2009 - Feb 2019 |
9.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart