Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN Asset Allocation Composite Moderate | NA | 15.97% | 1.29% | 5.19% | 5.90% | 7.16% | 7.11% | 7.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | 0.71 | 15.97 | 1.29 | 5.19 | 5.90 | 7.16 | 7.11 | 7.78 | NA | 4.25 | 11.31 | -16.69 | 7.25 | 13.58 | 20.33 | -5.39 | 15.08 | 8.35 | -0.40 | 3.27 | 18.77 | 11.66 | 0.37 | 13.43 | 18.19 | -9.10 | 9.06 | 10.51 | 6.82 | 12.51 | 21.96 | 1.62 | 4.47 |
| Sharpe Ratio | NA | 0.01 | -0.18 | 0.22 | 0.40 | NA | NA | 0.69 | 0.33 | -0.24 | 0.79 | -1.57 | 0.71 | 1.54 | 2.51 | -0.63 | 2.59 | 1.15 | -0.06 | 0.45 | 2.40 | 1.47 | 0.02 | 1.37 | 1.87 | -1.23 | 0.62 | 0.92 | 0.68 | 1.55 | 3.10 | 0.14 | 0.46 |
| Standard Deviation(%) | NA | 9.92 | 9.97 | 9.88 | 8.94 | NA | NA | 8.65 | 9.52 | 9.93 | 8.95 | 11.54 | 10.17 | 8.69 | 7.53 | 10.57 | 5.58 | 7.08 | 7.24 | 7.27 | 7.81 | 7.88 | 14.96 | 9.75 | 9.66 | 8.12 | 9.77 | 7.87 | 6.80 | 7.48 | 6.86 | 3.80 | 4.68 |
| Draw Down(%) | NA | 7.88 | 13.20 | 18.67 | 18.67 | NA | NA | 18.67 | 2.46 | 7.29 | 9.25 | 17.52 | 5.61 | 12.91 | 3.66 | 13.66 | 1.82 | 4.26 | 7.35 | 4.87 | 5.98 | 6.50 | 14.15 | 7.95 | 6.57 | 15.43 | 7.16 | 8.50 | 5.00 | 7.29 | 3.72 | 3.86 | 3.12 |
| Yield(%) | NA | 3.70 | 3.85 | 4.14 | 3.43 | NA | NA | 3.65 | NA | 0.50 | 4.06 | 3.90 | 2.84 | 5.77 | 3.70 | 2.58 | 1.51 | 5.53 | 2.01 | 2.08 | 4.10 | 2.48 | 2.29 | 2.65 | 3.50 | 4.24 | 6.28 | 4.75 | 2.99 | 2.93 | 3.21 | 4.78 | 5.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN Asset Allocation Composite Moderate |
-1.71%
Apr 2021 - Apr 2024 |
2.53%
Sep 2018 - Sep 2023 |
4.38%
Oct 2013 - Oct 2023 |
6.02%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN Asset Allocation Composite Moderate |
15.41%
Mar 2003 - Mar 2006 |
13.70%
Feb 2009 - Feb 2014 |
9.80%
Mar 2003 - Mar 2013 |
9.38%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart