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 Strategic Asset Allocation - Equal Weight Moderate | NA | 0.21% | 9.30% | 6.65% | 7.20% | 6.54% | 7.87% | 7.03% |
Data as of 01/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 04/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.54 | 0.21 | 9.30 | 6.65 | 7.20 | 6.54 | 7.87 | 7.03 | 3.93 | -6.16 | 1.32 | 29.88 | 17.72 | -6.10 | 10.70 | 7.48 | 0.98 | 3.11 | 14.75 | 10.89 | 0.81 | 10.83 | 26.08 | -21.62 | 7.82 | 11.51 | 8.48 | 14.25 | 19.43 | -3.75 | 3.64 |
| Sharpe Ratio | NA | -0.28 | 1.01 | 0.51 | 0.61 | NA | NA | 0.58 | 0.26 | -0.60 | 0.12 | 1.64 | 2.19 | -0.71 | 2.10 | 0.81 | 0.11 | 0.43 | 2.27 | 1.65 | 0.07 | 1.07 | 1.68 | -1.14 | 0.57 | 1.28 | 1.21 | 2.00 | 2.80 | -0.55 | 0.15 |
| Standard Deviation(%) | NA | 12.25 | 12.04 | 12.25 | 10.28 | NA | NA | 10.29 | 9.64 | 12.66 | 10.55 | 18.06 | 7.44 | 10.47 | 4.79 | 8.94 | 8.91 | 7.15 | 6.47 | 6.58 | 11.24 | 10.01 | 15.48 | 19.82 | 8.41 | 6.44 | 5.20 | 6.66 | 6.69 | 8.87 | 9.04 |
| Draw Down(%) | NA | 11.80 | 17.44 | 19.82 | 19.82 | NA | NA | 33.93 | 5.83 | 14.59 | 7.23 | 19.82 | 4.56 | 13.55 | 2.32 | 8.26 | 9.51 | 6.12 | 5.76 | 5.34 | 10.69 | 8.28 | 15.46 | 32.74 | 5.58 | 6.72 | 3.80 | 5.88 | 7.95 | 16.28 | 11.09 |
| Yield(%) | NA | 5.05 | 3.92 | 3.81 | 3.32 | NA | NA | 3.45 | 0.69 | 4.44 | 2.40 | 4.00 | 2.95 | 4.11 | 0.62 | 2.01 | 6.29 | 3.40 | 2.28 | 2.87 | 3.23 | 3.97 | 2.76 | 5.01 | 5.68 | 5.38 | 3.53 | 2.92 | 2.47 | 1.10 | 3.69 |
Data as of 01/31/2023, 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 Strategic Asset Allocation - Equal Weight Moderate |
-6.09%
Feb 2006 - Feb 2009 |
0.30%
Feb 2004 - Feb 2009 |
5.08%
Jan 2006 - Jan 2016 |
5.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.50%
Feb 2009 - Feb 2012 |
15.11%
Feb 2009 - Feb 2014 |
9.52%
Feb 2009 - Feb 2019 |
8.27%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart