Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate | NA | 14.29% | 0.42% | 2.17% | 3.50% | 5.38% | 6.70% | 8.32% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.97 | 14.29 | 0.42 | 2.17 | 3.50 | 5.38 | 6.70 | 8.32 | NA | 2.55 | 5.88 | -13.28 | 3.11 | 9.56 | 13.18 | -5.35 | 13.48 | 7.13 | -4.10 | 3.62 | 12.59 | 15.71 | -2.51 | 14.16 | 26.04 | -3.93 | 7.92 | 16.49 | 10.17 | 12.31 | 32.59 | 9.25 | 7.97 |
| Sharpe Ratio | NA | -0.38 | -0.41 | -0.02 | 0.13 | NA | NA | 0.75 | 0.11 | -0.49 | 0.17 | -1.58 | 0.37 | 1.14 | 1.61 | -0.77 | 2.48 | 1.01 | -0.60 | 0.50 | 1.57 | 1.92 | -0.16 | 1.29 | 2.50 | -0.61 | 0.46 | 1.61 | 1.06 | 1.37 | 4.30 | 2.09 | 1.13 |
| Standard Deviation(%) | NA | 8.36 | 8.86 | 8.71 | 7.95 | NA | NA | 8.54 | 8.35 | 8.28 | 9.35 | 9.30 | 8.40 | 8.15 | 7.29 | 8.68 | 5.18 | 6.87 | 6.86 | 7.15 | 8.00 | 8.15 | 15.70 | 10.91 | 10.39 | 8.00 | 10.68 | 8.19 | 7.52 | 8.28 | 7.42 | 3.89 | 5.01 |
| Draw Down(%) | NA | 9.06 | 15.53 | 21.50 | 21.50 | NA | NA | 21.50 | 2.33 | 7.55 | 8.47 | 14.53 | 4.44 | 14.03 | 3.66 | 11.45 | 2.13 | 4.42 | 8.45 | 6.03 | 8.16 | 6.46 | 16.08 | 9.44 | 5.27 | 9.70 | 7.78 | 9.59 | 5.46 | 6.99 | 3.00 | 1.89 | 3.80 |
| Yield(%) | NA | 4.27 | 4.29 | 4.14 | 4.84 | NA | NA | 5.15 | NA | 0.98 | 3.84 | 4.22 | 3.68 | 4.89 | 2.73 | 5.23 | 8.43 | 3.96 | 5.41 | 5.67 | 6.36 | 3.21 | 3.46 | 4.50 | 4.24 | 8.54 | 6.90 | 6.42 | 6.00 | 3.60 | 3.91 | 4.91 | 7.26 |
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 |
|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate |
-2.48%
Apr 2021 - Apr 2024 |
-0.19%
Sep 2018 - Sep 2023 |
1.99%
Oct 2013 - Oct 2023 |
4.71%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate |
19.55%
Jan 2003 - Jan 2006 |
17.14%
Oct 2002 - Oct 2007 |
13.67%
Apr 2001 - Apr 2011 |
10.52%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart