Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BANCWEST CORPORATION 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 20.27% | 1.44% | 4.59% | 3.34% | 4.04% | 5.01% | 5.80% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANCWEST CORPORATION 401K SAVINGS 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 (%) | -0.83 | 20.27 | 1.44 | 4.59 | 3.34 | 4.04 | 5.01 | 5.80 | NA | 6.76 | 7.41 | -10.20 | 3.00 | 13.13 | 3.51 | -2.90 | 10.36 | 6.75 | -6.03 | 0.48 | 14.77 | 4.43 | 1.86 | 2.51 | 10.41 | 3.79 | 7.24 | 12.21 | 4.25 | 13.36 | 17.18 | 5.39 | 4.51 |
| Sharpe Ratio | NA | 0.16 | -0.32 | 0.14 | 0.19 | NA | NA | 0.57 | 0.11 | 0.02 | 0.42 | -1.27 | 0.33 | 1.37 | 0.44 | -0.59 | 1.87 | 1.36 | -1.19 | 0.08 | 2.19 | 0.80 | 0.20 | 0.23 | 1.18 | 0.51 | 0.44 | 1.18 | 0.38 | 1.96 | 2.94 | 0.93 | 0.58 |
| Standard Deviation(%) | NA | 10.03 | 8.95 | 9.09 | 7.50 | NA | NA | 7.26 | 7.18 | 10.07 | 7.46 | 9.10 | 9.16 | 9.41 | 4.83 | 7.10 | 5.21 | 4.81 | 5.09 | 5.73 | 6.73 | 5.45 | 9.17 | 10.76 | 8.74 | 5.59 | 9.66 | 7.60 | 5.49 | 6.33 | 5.60 | 4.62 | 3.80 |
| Draw Down(%) | NA | 7.82 | 14.95 | 18.89 | 18.89 | NA | NA | 18.89 | 0.48 | 7.82 | 6.97 | 11.91 | 7.94 | 11.51 | 4.38 | 8.91 | 2.24 | 2.61 | 7.27 | 5.74 | 4.68 | 4.25 | 9.32 | 11.56 | 4.75 | 3.12 | 7.80 | 8.63 | 4.19 | 5.99 | 2.60 | 2.83 | 3.50 |
| Yield(%) | NA | 4.14 | 3.65 | 3.36 | 2.89 | NA | NA | 3.50 | NA | 0.48 | 4.45 | 2.35 | 3.92 | 3.33 | 2.98 | 3.35 | 0.44 | 2.92 | 1.90 | 3.39 | 2.48 | 3.41 | 3.26 | 3.78 | 4.68 | 3.82 | 4.81 | 8.22 | 3.73 | 3.46 | 3.19 | 2.20 | 4.05 |
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 |
|---|---|---|---|---|
| BANCWEST CORPORATION 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.78%
Apr 2021 - Apr 2024 |
0.29%
Feb 2018 - Feb 2023 |
1.71%
Oct 2013 - Oct 2023 |
3.25%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANCWEST CORPORATION 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
13.61%
Apr 2003 - Apr 2006 |
11.77%
May 2002 - May 2007 |
8.61%
Apr 2001 - Apr 2011 |
7.00%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart