Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WYLE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 25.27% | 5.25% | 9.77% | 7.37% | 8.03% | 7.22% | 7.39% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYLE 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.80 | 25.27 | 5.25 | 9.77 | 7.37 | 8.03 | 7.22 | 7.39 | NA | 8.17 | 10.30 | -5.63 | 4.79 | 22.03 | 19.35 | -3.91 | 4.64 | 6.09 | 2.69 | 5.42 | 13.62 | 12.06 | 2.52 | 11.59 | 23.80 | -16.30 | 5.09 | 10.33 | 4.72 | 9.72 | 18.14 | -0.66 | 4.02 |
| Sharpe Ratio | NA | 0.24 | 0.08 | 0.39 | 0.44 | NA | NA | 0.64 | 0.05 | 0.13 | 0.78 | -0.60 | 0.45 | 1.11 | 2.28 | -0.45 | 0.54 | 0.70 | 0.28 | 0.70 | 2.59 | 3.56 | 0.34 | 1.97 | 2.67 | -1.35 | 0.40 | 1.98 | 0.66 | 2.02 | 3.44 | -0.27 | 0.34 |
| Standard Deviation(%) | NA | 11.85 | 10.59 | 12.90 | 11.16 | NA | NA | 8.77 | 12.39 | 11.86 | 7.75 | 11.66 | 10.50 | 19.58 | 7.86 | 11.69 | 7.43 | 8.36 | 9.55 | 7.71 | 5.24 | 3.37 | 7.27 | 5.83 | 8.86 | 12.76 | 5.25 | 3.57 | 3.88 | 4.35 | 5.08 | 6.65 | 5.03 |
| Draw Down(%) | NA | 7.72 | 11.60 | 21.15 | 21.15 | NA | NA | 25.96 | 1.13 | 7.72 | 6.22 | 13.10 | 6.40 | 21.15 | 4.03 | 13.39 | 7.37 | 9.32 | 7.32 | 4.93 | 4.44 | 1.94 | 8.52 | 4.74 | 10.85 | 25.96 | 3.74 | 3.29 | 3.32 | 4.09 | 3.45 | 9.55 | 6.57 |
| Yield(%) | NA | 5.24 | 6.10 | 5.46 | 4.85 | NA | NA | 4.80 | NA | 0.69 | 5.41 | 5.98 | 6.05 | 5.20 | 4.29 | 3.86 | 0.33 | 5.27 | 5.94 | 5.68 | 3.91 | 4.87 | 4.20 | 3.53 | 5.30 | 4.99 | 6.86 | 7.10 | 3.60 | 6.85 | 3.74 | 4.31 | 2.45 |
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 |
|---|---|---|---|---|
| WYLE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-3.56%
Feb 2006 - Feb 2009 |
0.55%
Feb 2004 - Feb 2009 |
5.64%
Mar 2010 - Mar 2020 |
5.65%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYLE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.08%
Feb 2009 - Feb 2012 |
14.39%
Feb 2009 - Feb 2014 |
9.03%
Feb 2009 - Feb 2019 |
9.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart