Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cadence Design Systems 401K Plan Tactical Asset Allocation Moderate | NA | -1.39% | 3.87% | 9.55% | 6.40% | 8.31% | 8.89% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cadence Design Systems 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -2.58 | -1.39 | 3.87 | 9.55 | 6.40 | 8.31 | 8.89 | … | … | -4.11 | 9.74 | 14.69 | -10.07 | 10.86 | 20.40 | 20.40 | -4.62 | 8.17 | 10.10 | -2.11 | 7.71 | 19.94 | 15.75 | 0.74 | 21.05 | 21.76 | -3.37 | 8.07 | 15.30 | 7.19 | 14.18 | 27.64 | -2.46 | -8.62 |
| Sharpe Ratio | NA | -0.34 | 0.22 | 0.54 | 0.47 | NA | NA | … | … | -0.44 | 0.60 | 1.36 | -0.88 | 0.98 | 0.99 | 2.50 | -0.57 | 1.51 | 1.16 | -0.24 | 0.98 | 2.55 | 1.93 | 0.05 | 1.68 | 2.13 | -0.68 | 0.51 | 1.53 | 0.70 | 1.66 | 3.67 | -0.94 | -1.59 |
| Standard Deviation(%) | NA | 11.38 | 10.48 | 11.19 | 11.23 | NA | NA | … | … | 12.23 | 10.15 | 8.10 | 13.12 | 11.07 | 20.31 | 7.58 | 10.45 | 4.99 | 8.54 | 8.93 | 7.84 | 7.80 | 8.13 | 15.21 | 12.47 | 10.15 | 6.34 | 9.61 | 7.78 | 7.02 | 7.96 | 7.34 | 3.83 | 6.94 |
| Draw Down(%) | NA | 16.82 | 16.82 | 16.86 | 21.64 | NA | NA | … | … | 13.79 | 6.29 | 6.77 | 16.72 | 4.96 | 21.64 | 3.40 | 13.24 | 2.40 | 6.03 | 8.99 | 4.25 | 4.78 | 5.39 | 14.00 | 8.46 | 4.85 | 8.58 | 6.53 | 8.20 | 4.60 | 7.59 | 3.33 | 4.79 | 11.50 |
| Yield(%) | NA | 2.25 | 3.13 | 3.18 | 2.99 | NA | NA | … | … | NA | 1.44 | 2.24 | 2.87 | 2.90 | 3.48 | 4.14 | 1.34 | 2.62 | 3.06 | 4.97 | 1.68 | 5.09 | 3.94 | 2.64 | 3.34 | 5.40 | 6.38 | 6.27 | 5.43 | 3.14 | 2.28 | 0.73 | 1.59 | 0.00 |
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 |
|---|---|---|---|---|
| Cadence Design Systems 401K Plan Tactical Asset Allocation Moderate |
2.85%
Apr 2021 – Apr 2024 |
3.35%
Mar 2015 – Mar 2020 |
6.36%
Oct 2013 – Oct 2023 |
8.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cadence Design Systems 401K Plan Tactical Asset Allocation Moderate |
18.87%
Apr 2003 – Apr 2006 |
16.24%
Feb 2009 – Feb 2014 |
13.17%
Apr 2003 – Apr 2013 |
11.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart