Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEST CORPORATION EMPLOYEE 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 25.08% | 3.85% | 9.78% | 7.51% | 8.22% | 7.51% | 7.67% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEST CORPORATION EMPLOYEE 401K RETIREMENT 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 (%) | -1.21 | 25.08 | 3.85 | 9.78 | 7.51 | 8.22 | 7.51 | 7.67 | NA | 9.19 | 15.86 | -12.47 | 9.45 | 24.41 | 19.43 | -1.00 | 8.30 | 1.47 | 1.93 | 4.08 | 14.49 | 14.08 | 0.29 | 12.55 | 27.65 | -23.60 | 11.05 | 11.67 | 7.81 | 9.23 | 20.88 | -3.32 | 5.15 |
| Sharpe Ratio | NA | 0.43 | 0.03 | 0.47 | 0.52 | NA | NA | 0.56 | 0.06 | 0.27 | 1.38 | -1.02 | 0.90 | 1.27 | 2.25 | -0.22 | 1.39 | 0.15 | 0.20 | 0.58 | 2.19 | 2.17 | 0.02 | 1.21 | 1.78 | -1.18 | 0.94 | 1.24 | 0.92 | 1.22 | 2.36 | -0.40 | 0.31 |
| Standard Deviation(%) | NA | 9.46 | 10.71 | 12.81 | 10.86 | NA | NA | 10.68 | 10.13 | 9.50 | 8.41 | 13.52 | 10.48 | 19.07 | 8.03 | 10.49 | 5.51 | 8.43 | 9.35 | 6.98 | 6.61 | 6.46 | 12.37 | 10.32 | 15.45 | 20.84 | 8.56 | 6.78 | 6.13 | 6.78 | 8.56 | 11.17 | 9.20 |
| Draw Down(%) | NA | 6.63 | 16.58 | 22.24 | 22.24 | NA | NA | 34.49 | 0.84 | 6.63 | 6.78 | 17.90 | 6.33 | 22.24 | 4.34 | 10.93 | 6.13 | 9.54 | 8.33 | 5.27 | 6.00 | 5.07 | 11.62 | 7.74 | 15.41 | 33.83 | 5.49 | 6.61 | 3.97 | 5.61 | 7.82 | 16.03 | 11.23 |
| Yield(%) | NA | 4.49 | 4.86 | 5.00 | 5.35 | NA | NA | 4.73 | NA | 0.49 | 4.77 | 3.46 | 5.85 | 7.01 | 3.73 | 11.31 | 0.39 | 4.97 | 7.18 | 4.59 | 4.13 | 4.30 | 2.82 | 3.75 | 3.96 | 5.58 | 5.66 | 4.90 | 4.94 | 2.86 | 2.65 | 3.61 | 5.96 |
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 |
|---|---|---|---|---|
| WEST CORPORATION EMPLOYEE 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.52%
Feb 2006 - Feb 2009 |
-0.23%
Feb 2004 - Feb 2009 |
5.30%
Dec 2007 - Dec 2017 |
5.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEST CORPORATION EMPLOYEE 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.20%
Feb 2009 - Feb 2012 |
15.89%
Feb 2009 - Feb 2014 |
9.89%
Feb 2009 - Feb 2019 |
9.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart