Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate | NA | 30.49% | 13.70% | 12.85% | 9.39% | 9.67% | 9.30% | 10.18% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
| 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 (%) | 1.01 | 30.49 | 13.70 | 12.85 | 9.39 | 9.67 | 9.30 | 10.18 | NA | 19.79 | 20.87 | -3.51 | 8.75 | 14.81 | 17.11 | -2.47 | 12.69 | 7.13 | -2.30 | 7.77 | 12.78 | 13.40 | 1.51 | 12.92 | 24.62 | -1.48 | 0.23 | 14.89 | 4.89 | 15.02 | 22.70 | 7.66 | 6.22 |
| Sharpe Ratio | NA | 1.43 | 1.25 | 1.20 | 0.92 | NA | NA | 1.02 | 0.38 | 1.49 | 2.11 | -0.51 | 0.87 | 1.90 | 2.34 | -0.41 | 2.64 | 1.04 | -0.34 | 1.25 | 1.76 | 1.79 | 0.10 | 1.29 | 2.38 | -0.32 | -0.28 | 1.69 | 0.36 | 1.92 | 3.66 | 1.38 | 0.80 |
| Standard Deviation(%) | NA | 8.92 | 8.70 | 8.82 | 7.99 | NA | NA | 8.20 | 8.30 | 8.86 | 7.87 | 9.61 | 10.07 | 7.68 | 6.73 | 9.13 | 4.57 | 6.68 | 6.80 | 6.20 | 7.25 | 7.45 | 15.22 | 9.95 | 10.32 | 7.62 | 9.88 | 6.87 | 7.56 | 7.34 | 6.01 | 4.77 | 4.87 |
| Draw Down(%) | NA | 5.76 | 10.82 | 14.27 | 14.27 | NA | NA | 14.27 | 2.17 | 5.76 | 4.86 | 13.35 | 5.56 | 6.55 | 2.63 | 10.93 | 1.92 | 4.76 | 7.28 | 4.36 | 6.55 | 5.27 | 13.41 | 7.57 | 4.76 | 4.62 | 7.41 | 4.35 | 5.38 | 7.07 | 1.97 | 2.48 | 5.13 |
| Yield(%) | NA | 15.26 | 13.22 | 8.85 | 6.46 | NA | NA | 5.54 | NA | 4.50 | 15.71 | 13.36 | 4.36 | 2.76 | 2.40 | 6.91 | 4.01 | 3.42 | 1.49 | 5.07 | 3.84 | 3.92 | 2.85 | 3.77 | 4.54 | 3.99 | 4.68 | 5.94 | 4.72 | 5.11 | 4.57 | 9.00 | 6.41 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate |
2.36%
Apr 2006 - Apr 2009 |
4.39%
Dec 2013 - Dec 2018 |
6.70%
Apr 2013 - Apr 2023 |
7.20%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Weingarten Savings and Investment Plan Asset Allocation Composite Moderate |
15.83%
Mar 2003 - Mar 2006 |
13.94%
May 2002 - May 2007 |
11.07%
Apr 2001 - Apr 2011 |
10.03%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart