Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate | NA | 27.76% | 8.81% | 11.87% | 9.49% | 9.79% | 10.47% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 12/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.49 | 27.76 | 8.81 | 11.87 | 9.49 | 9.79 | 10.47 | … | … | 22.91 | 14.86 | -10.04 | 8.63 | 24.20 | 17.85 | -1.83 | 16.50 | 4.68 | 1.84 | 5.18 | 17.61 | 12.97 | 0.43 | 18.67 | 20.83 | 3.02 | 11.39 | 13.64 | 8.42 | 11.83 | 23.48 | 1.51 | 7.95 |
| Sharpe Ratio | NA | 2.13 | 0.56 | 0.75 | 0.72 | NA | NA | … | … | 1.74 | 1.27 | -0.98 | 0.69 | 1.16 | 2.05 | -0.30 | 3.07 | 0.53 | 0.19 | 0.59 | 2.20 | 1.58 | 0.03 | 1.62 | 2.15 | 0.34 | 0.77 | 1.30 | 0.98 | 1.55 | 3.35 | 0.07 | 0.75 |
| Standard Deviation(%) | NA | 10.92 | 10.76 | 13.51 | 11.36 | NA | NA | … | … | 11.18 | 8.79 | 11.73 | 12.41 | 20.60 | 7.99 | 10.82 | 5.15 | 8.51 | 9.63 | 8.78 | 7.98 | 8.16 | 15.70 | 11.49 | 9.63 | 5.96 | 10.65 | 7.85 | 6.29 | 6.98 | 6.80 | 5.42 | 7.33 |
| Draw Down(%) | NA | 7.34 | 14.00 | 20.75 | 20.75 | NA | NA | … | … | 7.34 | 6.97 | 13.43 | 8.86 | 20.75 | 3.61 | 12.37 | 1.55 | 7.25 | 8.18 | 6.73 | 5.37 | 6.71 | 12.64 | 7.93 | 4.54 | 5.01 | 6.57 | 8.39 | 4.24 | 6.59 | 2.65 | 5.10 | 6.16 |
| Yield(%) | NA | 2.42 | 3.45 | 4.60 | 3.80 | NA | NA | … | … | 1.22 | 3.09 | 2.85 | 4.40 | 10.59 | 3.67 | 2.07 | 4.30 | 2.60 | 3.51 | 2.80 | 4.25 | 4.19 | 2.42 | 3.43 | 5.41 | 9.12 | 8.15 | 7.19 | 4.13 | 3.01 | 3.89 | 6.28 | 8.18 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate |
3.89%
Dec 2013 – Dec 2016 |
5.10%
Dec 2013 – Dec 2018 |
7.11%
Oct 2013 – Oct 2023 |
8.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate |
16.72%
Dec 2018 – Dec 2021 |
14.55%
Feb 2009 – Feb 2014 |
12.75%
Apr 2001 – Apr 2011 |
11.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart