Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sun Microsystems 401(k) Plan Tactical Asset Allocation Moderate | NA | 24.09% | 7.04% | 11.24% | 8.55% | 9.77% | 10.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sun Microsystems 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.03 | 24.09 | 7.04 | 11.24 | 8.55 | 9.77 | 10.11 | … | … | -4.58 | 17.12 | 12.55 | -4.29 | 17.14 | 14.25 | 23.12 | -6.03 | 10.70 | 6.69 | 0.41 | 7.07 | 21.10 | 11.15 | 2.33 | 18.35 | 14.34 | 5.48 | 8.24 | 14.21 | 9.72 | 16.84 | 11.60 | -4.03 | 5.12 |
| Sharpe Ratio | NA | 0.49 | 0.19 | 0.54 | 0.59 | NA | NA | … | … | -0.23 | 1.04 | 0.88 | -0.39 | 1.60 | 0.69 | 2.73 | -0.70 | 1.85 | 0.81 | 0.04 | 0.92 | 2.79 | 1.37 | 0.16 | 1.77 | 1.58 | 0.83 | 0.53 | 1.39 | 1.15 | 2.14 | 1.60 | -0.84 | 0.44 |
| Standard Deviation(%) | NA | 10.61 | 11.76 | 13.74 | 11.37 | NA | NA | … | … | 20.38 | 10.17 | 9.45 | 14.62 | 10.69 | 20.32 | 7.95 | 10.55 | 5.44 | 7.99 | 9.07 | 7.65 | 7.56 | 8.09 | 14.48 | 10.32 | 9.04 | 5.49 | 9.87 | 7.87 | 6.57 | 7.45 | 6.82 | 6.10 | 6.36 |
| Draw Down(%) | NA | 6.56 | 12.94 | 21.59 | 21.59 | NA | NA | … | … | 4.58 | 5.95 | 8.18 | 12.94 | 6.64 | 21.59 | 4.01 | 14.19 | 3.32 | 6.83 | 8.66 | 5.15 | 3.95 | 5.83 | 12.53 | 8.39 | 8.46 | 6.96 | 6.49 | 8.48 | 5.20 | 6.80 | 7.91 | 8.06 | 5.29 |
| Yield(%) | NA | 3.12 | 3.33 | 4.79 | 5.03 | NA | NA | … | … | NA | 1.30 | 2.72 | 1.81 | 5.02 | 7.86 | 7.80 | 4.13 | 6.00 | 4.25 | 4.38 | 8.63 | 5.28 | 4.31 | 2.47 | 4.16 | 3.14 | 3.13 | 4.95 | 5.75 | 3.64 | 3.03 | 1.50 | 2.99 | 2.82 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Sun Microsystems 401(k) Plan Tactical Asset Allocation Moderate |
3.53%
Dec 2015 – Dec 2018 |
3.59%
Dec 2013 – Dec 2018 |
7.05%
Oct 2013 – Oct 2023 |
8.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sun Microsystems 401(k) Plan Tactical Asset Allocation Moderate |
18.11%
Dec 2018 – Dec 2021 |
15.73%
Feb 2009 – Feb 2014 |
12.76%
Jul 2003 – Jul 2013 |
10.73%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart