Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| William Bernstein Sheltered Sam 50/50 Allocation | 3.00% | 8.22% | 5.52% | 6.81% | 5.45% | NA | NA | 6.10% |
Data as of 06/04/2025, AR inception is 10/25/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| William Bernstein Sheltered Sam 50/50 Allocation | 10/25/2010 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 8.22 | 5.52 | 6.81 | 5.45 | NA | NA | 6.10 | 3.00 | 8.01 | 9.96 | -9.85 | 12.98 | 7.34 | 14.81 | -4.16 | 9.58 | 8.50 | -1.56 | 5.14 | 10.85 | 9.52 | 1.83 | 2.33 |
| Sharpe Ratio | NA | 0.58 | 0.25 | 0.56 | 0.47 | NA | NA | 0.58 | 0.16 | 0.64 | 0.86 | -1.02 | 1.80 | 0.46 | 2.50 | -0.78 | 2.42 | 1.21 | -0.22 | 1.00 | 1.66 | 1.39 | 0.15 | 0.32 |
| Standard Deviation(%) | NA | 8.56 | 8.76 | 8.65 | 8.58 | NA | NA | 8.37 | 10.45 | 6.89 | 7.36 | 11.04 | 7.21 | 15.46 | 5.33 | 7.06 | 3.69 | 6.87 | 7.20 | 5.11 | 6.50 | 6.80 | 12.18 | 7.21 |
| Draw Down(%) | NA | 7.38 | 9.98 | 15.35 | 18.18 | NA | NA | 18.18 | 7.36 | 3.34 | 6.71 | 15.35 | 3.36 | 18.18 | 2.65 | 9.29 | 1.53 | 4.41 | 7.15 | 3.83 | 5.54 | 5.22 | 10.74 | 2.97 |
| Yield(%) | NA | 2.78 | 2.74 | 2.42 | 2.18 | NA | NA | 0.00 | 0.31 | 2.97 | 2.78 | 2.57 | 2.19 | 1.58 | 2.48 | 2.19 | 1.90 | 1.80 | 1.38 | 1.68 | 1.51 | 1.78 | 2.23 | 0.69 |
Data as of 06/04/2025, AR inception is 10/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| William Bernstein Sheltered Sam 50/50 Allocation |
1.20%
Mar 2017 - Mar 2020 |
2.24%
Mar 2015 - Mar 2020 |
4.14%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| William Bernstein Sheltered Sam 50/50 Allocation |
11.67%
Dec 2018 - Dec 2021 |
8.36%
Mar 2020 - Mar 2025 |
7.34%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart