Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Equal Weight Moderate | NA | 12.82% | 15.71% | 16.34% | 9.23% | 8.25% | 8.62% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Equal Weight Moderate | 12/31/2000 | 06/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.27 | 12.82 | 15.71 | 16.34 | 9.23 | 8.25 | 8.62 | … | … | 9.49 | 20.53 | 24.70 | -2.73 | 5.25 | 19.75 | 14.74 | -4.63 | 12.18 | 7.74 | -2.61 | 1.49 | 10.86 | 10.86 | -0.85 | 13.49 | 29.61 | -19.40 | 15.27 | 14.77 | 11.29 | 15.97 | 30.76 | -1.48 | 4.76 |
| Sharpe Ratio | NA | 1.20 | 1.78 | 1.34 | 0.86 | NA | NA | … | … | 0.71 | 1.99 | 3.10 | -0.38 | 0.59 | 1.13 | 1.99 | -0.68 | 2.26 | 0.87 | -0.30 | 0.21 | 1.71 | 1.81 | -0.08 | 1.47 | 2.24 | -1.13 | 1.33 | 1.59 | 1.83 | 2.03 | 5.02 | -0.32 | 0.26 |
| Standard Deviation(%) | NA | 10.14 | 8.98 | 9.44 | 9.75 | NA | NA | … | … | 11.62 | 8.49 | 6.78 | 10.91 | 8.89 | 17.25 | 6.66 | 8.84 | 5.11 | 8.68 | 8.80 | 7.17 | 6.34 | 5.98 | 11.24 | 9.11 | 13.15 | 18.01 | 9.13 | 7.14 | 4.92 | 7.39 | 5.99 | 8.26 | 8.98 |
| Draw Down(%) | NA | 8.07 | 8.07 | 13.95 | 20.40 | NA | NA | … | … | 8.07 | 5.49 | 3.44 | 13.00 | 5.07 | 20.40 | 4.11 | 11.84 | 2.55 | 6.64 | 9.37 | 6.99 | 4.96 | 5.37 | 10.68 | 6.92 | 14.45 | 31.26 | 5.84 | 8.89 | 3.77 | 8.48 | 6.32 | 15.56 | 11.39 |
| Yield(%) | NA | 15.67 | 11.10 | 8.27 | 5.31 | NA | NA | … | … | NA | 4.67 | 14.94 | 7.55 | 5.94 | 5.00 | 2.99 | 3.54 | 0.72 | 2.53 | 2.66 | 2.27 | 4.11 | 3.40 | 3.08 | 2.30 | 4.88 | 7.66 | 9.28 | 6.02 | 4.75 | 3.82 | 2.91 | 3.91 | 4.74 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Equal Weight Mode |
-1.94%
Feb 2006 – Feb 2009 |
2.56%
Mar 2015 – Mar 2020 |
4.42%
Mar 2010 – Mar 2020 |
5.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Equal Weight Mode |
22.02%
Mar 2003 – Mar 2006 |
18.08%
Oct 2002 – Oct 2007 |
11.95%
Mar 2003 – Mar 2013 |
10.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart