Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Symantec Corporation Section 401K Plan Tactical Asset Allocation Moderate | NA | -2.38% | 6.41% | 6.89% | 8.41% | 8.64% | NA | … | … |
Data as of 03/31/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Symantec Corporation Section 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/10/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | -2.38 | 6.41 | 6.89 | 8.41 | 8.64 | NA | … | … | 2.04 | -0.75 | 6.38 | 20.35 | 13.22 | 2.00 | 14.18 | 19.10 | -3.88 | 8.40 | 12.48 | 9.45 | 16.61 | 12.97 | -0.25 | -5.50 |
| Sharpe Ratio | NA | -0.21 | 0.68 | 0.80 | 0.88 | NA | NA | … | … | 0.21 | -0.09 | 0.80 | 2.76 | 1.49 | 0.13 | 1.34 | 1.93 | -0.91 | 0.56 | 1.20 | 1.18 | 2.21 | 1.78 | -0.25 | -1.29 |
| Standard Deviation(%) | NA | 9.61 | 8.39 | 9.78 | 9.45 | NA | NA | … | … | 9.21 | 8.96 | 7.92 | 7.36 | 8.83 | 14.94 | 10.53 | 9.84 | 5.28 | 9.64 | 7.68 | 6.15 | 7.09 | 6.91 | 5.44 | 6.07 |
| Draw Down(%) | NA | 11.53 | 11.53 | 12.25 | 13.88 | NA | NA | … | … | 6.89 | 9.60 | 4.80 | 3.94 | 6.78 | 13.88 | 8.50 | 4.82 | 8.16 | 7.11 | 9.07 | 5.31 | 6.27 | 5.17 | 6.01 | 10.42 |
| Yield(%) | NA | 4.32 | 4.23 | 4.33 | 4.56 | NA | NA | … | … | 0.47 | 4.27 | 2.38 | 6.67 | 4.43 | 4.75 | 3.34 | 5.00 | 5.21 | 4.13 | 5.77 | 3.39 | 2.11 | 1.97 | 4.48 | 2.62 |
Data as of 03/31/2016, 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 |
|---|---|---|---|---|
| Symantec Corporation Section 401K Plan Tactical Asset Allocation Moderate |
3.72%
Apr 2006 – Apr 2009 |
6.49%
Feb 2011 – Feb 2016 |
8.05%
Jan 2006 – Jan 2016 |
8.00%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Symantec Corporation Section 401K Plan Tactical Asset Allocation Moderate |
16.21%
Apr 2003 – Apr 2006 |
14.45%
Feb 2009 – Feb 2014 |
11.64%
Jul 2003 – Jul 2013 |
8.80%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart