Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WOODWARD RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 24.72% | 4.56% | 8.40% | 7.30% | 8.50% | 7.14% | 6.89% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOODWARD RETIREMENT SAVINGS 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 (%) | -0.95 | 24.72 | 4.56 | 8.40 | 7.30 | 8.50 | 7.14 | 6.89 | NA | 9.95 | 16.97 | -13.47 | 11.00 | 15.39 | 16.69 | -1.89 | 10.78 | 4.64 | 3.79 | 6.07 | 18.49 | 12.72 | -1.05 | 14.82 | 26.38 | -26.12 | 7.59 | 8.37 | 7.52 | 10.12 | 21.10 | -10.93 | 3.46 |
| Sharpe Ratio | NA | 0.55 | 0.01 | 0.38 | 0.51 | NA | NA | 0.48 | 0.05 | 0.43 | 1.56 | -0.98 | 1.21 | 0.78 | 1.96 | -0.33 | 2.27 | 0.54 | 0.43 | 0.89 | 2.65 | 1.65 | -0.07 | 1.28 | 1.69 | -1.28 | 0.51 | 0.72 | 0.90 | 1.21 | 2.14 | -0.95 | 0.11 |
| Standard Deviation(%) | NA | 7.78 | 10.89 | 12.79 | 10.66 | NA | NA | 11.05 | 7.89 | 7.79 | 8.16 | 15.10 | 9.11 | 19.44 | 7.80 | 9.81 | 4.47 | 8.16 | 8.80 | 6.84 | 6.97 | 7.67 | 15.17 | 11.54 | 15.60 | 21.06 | 8.94 | 7.13 | 5.94 | 7.58 | 9.53 | 12.67 | 10.51 |
| Draw Down(%) | NA | 5.21 | 18.09 | 23.50 | 23.50 | NA | NA | 37.67 | 0.61 | 5.15 | 6.49 | 18.82 | 4.93 | 23.50 | 4.02 | 11.17 | 2.68 | 8.12 | 6.29 | 4.65 | 4.34 | 6.27 | 15.05 | 9.04 | 14.86 | 34.49 | 6.02 | 7.80 | 3.76 | 5.44 | 7.63 | 20.43 | 13.96 |
| Yield(%) | NA | 5.22 | 4.36 | 4.01 | 3.86 | NA | NA | 3.69 | NA | 0.75 | 4.89 | 3.53 | 3.91 | 4.54 | 2.42 | 4.51 | 0.30 | 2.84 | 6.85 | 4.28 | 6.27 | 2.36 | 1.81 | 2.44 | 2.50 | 3.72 | 7.93 | 4.68 | 4.59 | 2.42 | 1.86 | 2.16 | 3.41 |
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 |
|---|---|---|---|---|
| WOODWARD RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
-8.53%
Feb 2006 - Feb 2009 |
-2.07%
Feb 2004 - Feb 2009 |
4.68%
Dec 2001 - Dec 2011 |
5.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOODWARD RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
18.99%
Feb 2009 - Feb 2012 |
16.52%
Feb 2009 - Feb 2014 |
11.15%
Feb 2009 - Feb 2019 |
9.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart