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 - Optimal Moderate | NA | -1.66% | 6.48% | 4.87% | 6.70% | 6.32% | 7.94% | 6.91% |
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 - Optimal 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 (%) | 0.85 | -1.66 | 6.48 | 4.87 | 6.70 | 6.32 | 7.94 | 6.91 | 5.06 | -9.65 | 4.89 | 19.36 | 16.60 | -6.22 | 10.07 | 9.88 | -0.25 | 5.92 | 16.99 | 11.85 | 1.43 | 10.63 | 26.28 | -22.14 | 7.50 | 11.90 | 9.45 | 16.05 | 21.96 | -4.02 | 0.15 |
| Sharpe Ratio | NA | -0.48 | 0.94 | 0.38 | 0.58 | NA | NA | 0.54 | 0.46 | -0.91 | 0.54 | 1.04 | 2.13 | -0.81 | 1.86 | 1.12 | -0.04 | 0.90 | 2.43 | 1.47 | 0.11 | 0.93 | 1.48 | -1.08 | 0.50 | 1.29 | 1.28 | 2.33 | 2.99 | -0.49 | -0.21 |
| Standard Deviation(%) | NA | 11.41 | 11.17 | 11.77 | 9.83 | NA | NA | 10.78 | 8.02 | 12.16 | 8.97 | 18.45 | 7.12 | 9.32 | 5.09 | 8.62 | 7.82 | 6.55 | 6.97 | 8.03 | 13.33 | 11.30 | 17.67 | 21.27 | 9.00 | 6.70 | 5.71 | 6.48 | 7.11 | 10.54 | 10.42 |
| Draw Down(%) | NA | 12.30 | 18.37 | 21.74 | 21.74 | NA | NA | 35.92 | 4.41 | 15.11 | 7.02 | 21.74 | 4.08 | 13.50 | 2.61 | 7.75 | 8.05 | 5.32 | 5.11 | 6.68 | 12.97 | 9.20 | 17.68 | 34.37 | 6.11 | 6.75 | 3.85 | 5.97 | 7.13 | 14.34 | 13.49 |
| Yield(%) | NA | 2.27 | 3.41 | 3.89 | 3.89 | NA | NA | 3.83 | 0.43 | 2.06 | 3.61 | 3.96 | 4.40 | 4.49 | 0.62 | 3.14 | 7.43 | 4.32 | 4.54 | 2.22 | 3.83 | 4.06 | 2.25 | 3.45 | 7.30 | 5.47 | 4.17 | 3.49 | 3.18 | 2.39 | 3.38 |
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 - Optimal Moderate |
-6.70%
Feb 2006 - Feb 2009 |
0.23%
Feb 2004 - Feb 2009 |
5.49%
Jan 2006 - Jan 2016 |
5.26%
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 - Optimal Moderate |
19.47%
Feb 2009 - Feb 2012 |
16.19%
Feb 2009 - Feb 2014 |
10.37%
Feb 2009 - Feb 2019 |
8.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart