Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEST PHARMACEUTICAL SERVICES, INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 23.15% | 1.91% | 5.36% | 4.19% | 4.86% | 5.57% | 5.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEST PHARMACEUTICAL SERVICES, INC. 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 (%) | -1.00 | 23.15 | 1.91 | 5.36 | 4.19 | 4.86 | 5.57 | 5.99 | NA | 3.69 | 15.54 | -14.67 | 5.28 | 14.04 | 7.32 | -2.42 | 9.92 | 4.83 | -3.66 | 4.24 | 12.94 | 2.86 | 3.31 | 5.88 | 12.03 | -0.68 | 10.74 | 10.20 | 4.42 | 10.08 | 16.65 | 0.75 | 5.75 |
| Sharpe Ratio | NA | -0.15 | -0.25 | 0.16 | 0.24 | NA | NA | 0.58 | 0.03 | -0.29 | 1.19 | -1.06 | 0.59 | 1.67 | 1.32 | -0.51 | 1.96 | 1.00 | -0.70 | 0.76 | 1.84 | 0.55 | 0.45 | 0.55 | 1.59 | -0.37 | 0.83 | 0.98 | 0.42 | 1.30 | 2.83 | -0.09 | 1.03 |
| Standard Deviation(%) | NA | 9.82 | 11.77 | 10.61 | 8.42 | NA | NA | 7.44 | 7.38 | 9.90 | 9.50 | 15.08 | 8.87 | 8.27 | 4.47 | 7.33 | 4.75 | 4.64 | 5.29 | 5.58 | 7.01 | 5.10 | 7.32 | 10.53 | 7.52 | 4.29 | 9.32 | 7.07 | 5.41 | 7.04 | 5.63 | 4.08 | 3.34 |
| Draw Down(%) | NA | 7.13 | 21.11 | 22.84 | 22.84 | NA | NA | 22.84 | 0.68 | 7.07 | 9.63 | 21.45 | 5.09 | 9.04 | 3.25 | 8.27 | 2.54 | 3.97 | 6.57 | 5.54 | 4.29 | 5.02 | 4.93 | 9.58 | 4.28 | 7.09 | 7.56 | 8.85 | 4.43 | 7.24 | 3.25 | 4.87 | 2.31 |
| Yield(%) | NA | 5.36 | 4.66 | 4.57 | 3.47 | NA | NA | 3.75 | NA | 0.50 | 5.33 | 2.56 | 5.79 | 4.45 | 5.12 | 3.21 | 0.05 | 3.44 | 1.40 | 3.79 | 0.78 | 2.89 | 2.38 | 2.17 | 3.11 | 2.98 | 8.87 | 7.09 | 4.90 | 3.42 | 3.19 | 3.76 | 5.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEST PHARMACEUTICAL SERVICES, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
-1.09%
Sep 2019 - Sep 2022 |
-0.11%
Sep 2017 - Sep 2022 |
2.31%
Oct 2013 - Oct 2023 |
3.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEST PHARMACEUTICAL SERVICES, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
11.85%
Apr 2003 - Apr 2006 |
11.18%
Oct 2002 - Oct 2007 |
8.04%
Apr 2001 - Apr 2011 |
7.02%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart