Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM Strategic Asset Allocation – Optimal Moderate | NA | 31.50% | 8.68% | 9.87% | 7.28% | 8.40% | 7.28% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM 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 | Common | Inception | 2025 | 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 (%) | -0.96 | 31.50 | 8.68 | 9.87 | 7.28 | 8.40 | 7.28 | … | … | 0.33 | 15.90 | 21.75 | -10.31 | 8.41 | 12.39 | 17.66 | -6.74 | 11.62 | 6.89 | -1.22 | 3.38 | 12.92 | 13.25 | 0.57 | 17.61 | 29.68 | -28.72 | 7.62 | 11.30 | 9.22 | 16.23 | 27.67 | -5.05 | 5.69 |
| Sharpe Ratio | NA | 1.43 | 0.49 | 0.58 | 0.59 | NA | NA | … | … | 0.05 | 1.26 | 2.25 | -0.91 | 0.99 | 0.71 | 2.56 | -0.94 | 2.58 | 0.80 | -0.15 | 0.54 | 1.88 | 1.73 | 0.04 | 1.51 | 1.59 | -1.29 | 0.48 | 1.12 | 1.13 | 2.21 | 3.15 | -0.56 | 0.36 |
| Standard Deviation(%) | NA | 7.32 | 9.69 | 11.36 | 9.54 | NA | NA | … | … | 5.63 | 7.39 | 7.76 | 12.90 | 8.50 | 17.02 | 6.35 | 8.53 | 4.26 | 8.38 | 8.13 | 6.20 | 6.86 | 7.63 | 13.27 | 11.58 | 18.61 | 22.95 | 9.70 | 7.19 | 6.21 | 6.92 | 8.56 | 11.04 | 9.38 |
| Draw Down(%) | NA | 4.82 | 17.60 | 21.73 | 21.73 | NA | NA | … | … | 0.46 | 4.73 | 5.02 | 18.18 | 4.20 | 21.73 | 3.25 | 12.44 | 2.31 | 7.36 | 9.04 | 5.31 | 6.54 | 6.12 | 12.63 | 8.00 | 17.69 | 37.76 | 6.26 | 7.34 | 4.15 | 5.67 | 7.51 | 18.12 | 11.54 |
| Yield(%) | NA | 13.46 | 10.06 | 7.43 | 5.12 | NA | NA | … | … | NA | 4.39 | 12.50 | 7.63 | 4.92 | 4.81 | 1.89 | 4.85 | 0.52 | 2.81 | 2.39 | 3.71 | 2.34 | 2.29 | 3.22 | 1.55 | 1.92 | 3.33 | 5.78 | 5.45 | 7.13 | 5.53 | 3.12 | 2.26 | 2.32 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM Strategic Asset Allocation – |
-10.10%
Feb 2006 – Feb 2009 |
-1.70%
Feb 2004 – Feb 2009 |
4.50%
Sep 2012 – Sep 2022 |
4.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WORLD WIDE TECHNOLOGY INC. EMPLOYEE SALARY DEFERRAL RETIREMENT PROGRAM Strategic Asset Allocation – |
22.89%
Feb 2009 – Feb 2012 |
17.84%
Feb 2009 – Feb 2014 |
10.65%
Feb 2009 – Feb 2019 |
9.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart