Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Juniper Networks 401K Plan Tactical Asset Allocation Moderate | NA | -1.35% | 2.00% | 4.31% | 4.40% | 5.91% | 6.55% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Juniper Networks 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 (%) | -1.45 | -1.35 | 2.00 | 4.31 | 4.40 | 5.91 | 6.55 | … | … | 3.66 | 11.01 | -21.17 | 14.21 | 17.90 | 22.76 | -3.96 | 14.37 | 4.81 | -0.92 | 0.95 | 16.83 | 2.79 | 2.86 | 6.33 | 13.88 | 2.15 | 11.84 | 12.20 | 4.66 | 11.46 | 24.85 | 4.65 | 6.13 |
| Sharpe Ratio | NA | 0.72 | -0.08 | 0.44 | 0.44 | NA | NA | … | … | 0.32 | 0.58 | -1.65 | 0.95 | 1.00 | 2.02 | -0.62 | 2.61 | 0.91 | -0.20 | 0.14 | 2.41 | 0.47 | 0.37 | 0.59 | 1.58 | 0.20 | 0.96 | 1.31 | 0.43 | 1.31 | 4.03 | 0.78 | 0.83 |
| Standard Deviation(%) | NA | 11.92 | 13.36 | 13.94 | 10.80 | NA | NA | … | … | 10.67 | 11.63 | 13.63 | 15.01 | 17.60 | 10.60 | 8.45 | 5.26 | 5.04 | 4.87 | 6.62 | 6.98 | 5.81 | 7.74 | 10.60 | 8.71 | 6.09 | 9.24 | 6.79 | 5.81 | 8.01 | 6.00 | 4.56 | 4.58 |
| Draw Down(%) | NA | 9.86 | 28.90 | 28.90 | 28.90 | NA | NA | … | … | 2.01 | 9.86 | 22.17 | 7.81 | 19.45 | 6.23 | 11.27 | 1.52 | 4.42 | 4.21 | 5.72 | 4.64 | 5.68 | 5.49 | 9.78 | 4.79 | 5.34 | 7.76 | 7.44 | 4.38 | 7.42 | 3.20 | 4.37 | 3.79 |
| Yield(%) | NA | 4.72 | 4.38 | 3.40 | 3.63 | NA | NA | … | … | 0.00 | 4.99 | 2.51 | 5.74 | 1.46 | 2.51 | 3.53 | 6.24 | 4.23 | 1.89 | 3.57 | 2.84 | 2.65 | 2.62 | 2.31 | 3.53 | 3.96 | 4.92 | 4.91 | 4.59 | 3.39 | 5.18 | 4.18 | 5.66 |
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 |
|---|---|---|---|---|
| Juniper Networks 401K Plan Tactical Asset Allocation Moderate |
-0.02%
Dec 2020 – Dec 2023 |
2.86%
Dec 2013 – Dec 2018 |
4.40%
Oct 2013 – Oct 2023 |
5.50%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Juniper Networks 401K Plan Tactical Asset Allocation Moderate |
18.24%
Dec 2018 – Dec 2021 |
13.93%
Oct 2002 – Oct 2007 |
10.28%
Apr 2001 – Apr 2011 |
8.70%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart