Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Intuit Employees 401K Plan Tactical Asset Allocation Moderate | NA | 1.60% | 0.57% | 1.91% | 2.94% | 5.08% | 5.85% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intuit Employees 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.65 | 1.60 | 0.57 | 1.91 | 2.94 | 5.08 | 5.85 | … | … | 2.02 | 12.51 | -16.50 | 6.23 | 12.03 | 8.89 | -2.21 | 16.46 | 2.49 | -0.87 | -0.17 | 15.94 | 9.41 | 1.34 | 7.59 | 17.15 | -3.07 | 9.94 | 10.40 | 7.50 | 11.88 | 16.89 | 3.64 | 6.97 |
| Sharpe Ratio | NA | 0.84 | -0.15 | 0.32 | 0.41 | NA | NA | … | … | 0.24 | 1.08 | -1.76 | 0.68 | 1.36 | 1.71 | -0.46 | 3.70 | 0.56 | -0.18 | -0.03 | 2.38 | 2.03 | 0.18 | 0.65 | 2.02 | -0.96 | 0.71 | 0.89 | 0.89 | 1.51 | 3.18 | 0.64 | 1.14 |
| Standard Deviation(%) | NA | 7.61 | 8.99 | 8.30 | 7.05 | NA | NA | … | … | 7.20 | 7.64 | 10.13 | 9.19 | 8.69 | 4.38 | 7.67 | 4.28 | 4.05 | 5.08 | 6.08 | 6.68 | 4.61 | 7.33 | 11.59 | 8.44 | 4.16 | 9.75 | 8.04 | 5.98 | 7.25 | 5.10 | 3.98 | 4.08 |
| Draw Down(%) | NA | 6.07 | 20.89 | 20.89 | 20.89 | NA | NA | … | … | 1.34 | 6.07 | 16.93 | 6.90 | 10.20 | 2.88 | 8.67 | 1.53 | 3.78 | 5.10 | 5.95 | 4.72 | 3.73 | 6.06 | 10.04 | 4.45 | 6.51 | 7.45 | 9.66 | 4.37 | 6.45 | 2.98 | 4.40 | 2.76 |
| Yield(%) | NA | 4.75 | 3.88 | 4.15 | 4.27 | NA | NA | … | … | 0.01 | 5.02 | 2.50 | 4.19 | 5.31 | 3.92 | 3.79 | 4.94 | 3.42 | 5.13 | 4.84 | 2.66 | 5.42 | 1.86 | 3.91 | 4.34 | 2.66 | 5.96 | 6.55 | 4.93 | 3.73 | 3.15 | 5.24 | 6.92 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Intuit Employees 401K Plan Tactical Asset Allocation Moderate |
-0.21%
Dec 2019 – Dec 2022 |
1.05%
Feb 2018 – Feb 2023 |
2.94%
Oct 2013 – Oct 2023 |
4.54%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intuit Employees 401K Plan Tactical Asset Allocation Moderate |
14.05%
Apr 2003 – Apr 2006 |
12.21%
Oct 2002 – Oct 2007 |
9.26%
Jul 2003 – Jul 2013 |
8.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart