Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON.COM 401K PLAN Tactical Asset Allocation Moderate | NA | 24.89% | 5.67% | 10.57% | 8.41% | 9.62% | 9.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAZON.COM 401K 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 (%) | -0.93 | 24.89 | 5.67 | 10.57 | 8.41 | 9.62 | 9.92 | … | … | -0.08 | 10.40 | 15.39 | -10.55 | 13.68 | 20.42 | 20.47 | -6.40 | 11.93 | 11.58 | -1.87 | 7.04 | 19.37 | 11.58 | 2.94 | 17.96 | 20.01 | 3.20 | 8.36 | 14.34 | 6.32 | 15.03 | 20.30 | -0.26 | -3.64 |
| Sharpe Ratio | NA | 0.43 | 0.12 | 0.49 | 0.57 | NA | NA | … | … | -0.02 | 0.37 | 1.28 | -0.83 | 1.22 | 1.01 | 2.63 | -0.74 | 2.53 | 1.30 | -0.21 | 0.93 | 2.46 | 1.44 | 0.20 | 1.47 | 2.26 | 0.34 | 0.55 | 1.35 | 0.64 | 1.72 | 2.70 | -0.21 | -0.82 |
| Standard Deviation(%) | NA | 10.26 | 11.34 | 13.53 | 11.19 | NA | NA | … | … | 8.42 | 10.35 | 8.72 | 14.30 | 11.20 | 20.02 | 7.25 | 10.46 | 4.47 | 8.79 | 8.87 | 7.59 | 7.85 | 7.99 | 14.45 | 12.14 | 8.80 | 6.75 | 9.82 | 8.20 | 6.47 | 8.19 | 7.26 | 6.34 | 7.25 |
| Draw Down(%) | NA | 6.63 | 15.58 | 20.92 | 20.92 | NA | NA | … | … | 0.81 | 6.63 | 6.72 | 17.31 | 5.01 | 20.92 | 3.59 | 13.92 | 2.17 | 5.53 | 9.39 | 4.16 | 5.04 | 6.28 | 12.62 | 8.26 | 3.78 | 7.77 | 6.81 | 10.16 | 5.13 | 6.14 | 4.51 | 7.71 | 12.38 |
| Yield(%) | NA | 2.28 | 3.63 | 4.07 | 3.30 | NA | NA | … | … | NA | 1.50 | 2.21 | 5.43 | 1.44 | 5.53 | 5.19 | 1.71 | 2.23 | 4.32 | 2.02 | 2.52 | 6.02 | 3.83 | 2.21 | 3.69 | 5.17 | 5.05 | 6.25 | 3.48 | 3.84 | 3.17 | 2.55 | 4.82 | 7.25 |
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 |
|---|---|---|---|---|
| AMAZON.COM 401K PLAN Tactical Asset Allocation Moderate |
3.42%
Mar 2017 – Mar 2020 |
3.95%
Mar 2015 – Mar 2020 |
6.81%
Oct 2013 – Oct 2023 |
8.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAZON.COM 401K PLAN Tactical Asset Allocation Moderate |
18.15%
Dec 2018 – Dec 2021 |
15.14%
Oct 2008 – Oct 2013 |
12.69%
Mar 2003 – Mar 2013 |
11.42%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart