Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/29/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Wappingers Central School District 403(b) Plan Tactical Asset Allocation Moderate | NA | 5.93% | 7.74% | 8.83% | 8.42% | NA | NA | 7.90% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wappingers Central School District 403(b) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 08/24/2015 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/29/2015.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 5.93 | 7.74 | 8.83 | 8.42 | NA | NA | 7.90 | -3.33 | 2.11 | 12.69 | 6.79 | 4.49 | 13.05 | 15.72 | -6.78 | 12.81 | 12.31 | 9.61 | 11.72 | 10.03 | 6.40 | -1.41 |
| Sharpe Ratio | NA | -0.34 | 0.54 | 0.65 | 0.67 | NA | NA | 0.69 | -0.40 | 0.26 | 1.72 | 0.78 | 0.33 | 1.10 | 1.39 | -0.88 | 1.08 | 1.20 | 1.11 | 1.35 | 1.25 | 1.21 | -0.71 |
| Standard Deviation(%) | NA | 8.21 | 7.86 | 9.51 | 9.58 | NA | NA | 8.73 | 8.40 | 8.15 | 7.34 | 8.67 | 13.50 | 11.81 | 11.28 | 8.72 | 9.08 | 7.51 | 6.73 | 8.01 | 7.49 | 4.37 | 5.27 |
| Draw Down(%) | NA | 7.64 | 7.64 | 12.50 | 17.95 | NA | NA | 17.95 | 7.64 | 6.39 | 7.37 | 6.62 | 12.50 | 9.79 | 9.06 | 17.37 | 7.08 | 7.54 | 4.62 | 7.26 | 6.22 | 4.32 | 5.77 |
| Yield(%) | NA | 7.72 | 3.56 | 3.39 | 4.14 | NA | NA | 0.00 | 4.54 | 3.84 | 0.73 | 3.19 | 4.11 | 1.59 | 2.87 | 3.31 | 7.82 | 6.93 | 3.27 | 1.72 | 0.99 | 4.46 | 4.98 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wappingers Central School District 403(b) Plan Tactical Asset Allocation Moderate |
1.83%
Apr 2006 - Apr 2009 |
5.67%
Oct 2007 - Oct 2012 |
7.47%
Sep 2001 - Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wappingers Central School District 403(b) Plan Tactical Asset Allocation Moderate |
14.89%
Apr 2009 - Apr 2012 |
12.84%
Mar 2003 - Mar 2008 |
9.88%
Apr 2003 - Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart