Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Adobe Systems Inc 401K Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 19.10% | 2.48% | 9.09% | 7.55% | 9.19% | 8.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Adobe Systems Inc 401K Retirement Savings 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 (%) | -0.87 | 19.10 | 2.48 | 9.09 | 7.55 | 9.19 | 8.92 | … | … | 0.38 | 8.19 | 12.68 | -12.43 | 19.49 | 17.40 | 19.97 | -5.57 | 9.38 | 11.56 | -1.60 | 7.74 | 17.51 | 13.88 | 4.63 | 17.88 | 15.33 | -10.23 | 10.16 | 15.54 | 7.07 | 19.19 | 24.74 | 2.18 | 5.90 |
| Sharpe Ratio | NA | 0.36 | -0.12 | 0.50 | 0.57 | NA | NA | … | … | 0.03 | 0.16 | 0.99 | -0.97 | 1.68 | 1.27 | 2.77 | -0.69 | 1.71 | 1.27 | -0.18 | 1.01 | 2.13 | 1.74 | 0.31 | 1.57 | 1.53 | -1.35 | 0.72 | 1.48 | 0.75 | 2.15 | 3.24 | 0.17 | 0.54 |
| Standard Deviation(%) | NA | 9.81 | 11.16 | 11.77 | 10.13 | NA | NA | … | … | 9.97 | 9.91 | 8.48 | 14.26 | 11.62 | 13.52 | 6.69 | 10.00 | 5.11 | 8.91 | 9.20 | 7.66 | 8.19 | 7.96 | 14.80 | 11.34 | 9.95 | 8.26 | 9.97 | 8.27 | 6.53 | 8.48 | 7.43 | 6.49 | 6.64 |
| Draw Down(%) | NA | 5.75 | 19.33 | 20.67 | 20.67 | NA | NA | … | … | 0.90 | 5.75 | 7.47 | 20.08 | 5.19 | 13.88 | 3.04 | 14.95 | 3.05 | 6.20 | 9.47 | 4.47 | 4.75 | 5.42 | 11.36 | 9.14 | 5.35 | 16.58 | 6.72 | 9.23 | 4.62 | 7.12 | 4.68 | 6.06 | 5.66 |
| Yield(%) | NA | 2.82 | 3.90 | 4.05 | 3.91 | NA | NA | … | … | NA | 1.57 | 2.82 | 3.63 | 4.17 | 4.26 | 8.32 | 1.80 | 3.60 | 4.14 | 4.22 | 2.12 | 3.51 | 5.62 | 2.25 | 1.91 | 3.29 | 4.62 | 5.27 | 4.82 | 4.98 | 3.69 | 4.80 | 2.08 | 8.03 |
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 |
|---|---|---|---|---|
| Adobe Systems Inc 401K Retirement Savings Plan Tactical Asset Allocation Moderate |
1.04%
Apr 2006 – Apr 2009 |
4.08%
Dec 2013 – Dec 2018 |
6.48%
Oct 2013 – Oct 2023 |
7.17%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Adobe Systems Inc 401K Retirement Savings Plan Tactical Asset Allocation Moderate |
19.01%
Apr 2003 – Apr 2006 |
16.09%
Oct 2002 – Oct 2007 |
11.74%
Jul 2003 – Jul 2013 |
10.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart