Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NetApp Inc Employee 401K Savings Plan Tactical Asset Allocation Moderate | NA | 30.45% | 8.67% | 11.14% | 8.15% | 8.79% | 9.51% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NetApp Inc Employee 401K 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 (%) | -0.42 | 30.45 | 8.67 | 11.14 | 8.15 | 8.79 | 9.51 | … | … | 0.59 | 10.60 | 17.68 | -6.82 | 12.45 | 13.48 | 17.20 | -5.17 | 10.18 | 3.63 | 3.26 | 5.12 | 18.95 | 10.14 | -0.12 | 14.64 | 13.02 | 9.96 | 9.65 | 14.54 | 9.54 | 11.72 | 25.33 | 1.43 | -4.11 |
| Sharpe Ratio | NA | 0.39 | 0.28 | 0.47 | 0.50 | NA | NA | … | … | 0.05 | 0.29 | 1.51 | -0.71 | 1.31 | 0.62 | 2.04 | -0.64 | 2.03 | 0.40 | 0.35 | 0.65 | 2.62 | 1.33 | -0.01 | 1.29 | 1.30 | 1.46 | 0.65 | 1.46 | 1.19 | 1.56 | 3.23 | 0.05 | -0.74 |
| Standard Deviation(%) | NA | 13.63 | 11.59 | 13.82 | 11.40 | NA | NA | … | … | 10.84 | 13.71 | 8.87 | 11.63 | 9.47 | 21.50 | 7.75 | 10.15 | 4.71 | 8.64 | 9.32 | 7.81 | 7.21 | 7.56 | 13.92 | 11.32 | 9.97 | 6.18 | 10.18 | 7.73 | 6.20 | 6.91 | 7.63 | 6.41 | 8.66 |
| Draw Down(%) | NA | 11.10 | 11.82 | 23.75 | 23.75 | NA | NA | … | … | 0.93 | 11.09 | 6.36 | 12.55 | 4.01 | 23.75 | 3.78 | 15.31 | 2.76 | 10.72 | 7.45 | 5.22 | 5.07 | 5.92 | 13.26 | 7.46 | 6.31 | 3.36 | 6.69 | 8.21 | 4.00 | 6.01 | 2.94 | 6.57 | 11.97 |
| Yield(%) | NA | 6.73 | 5.85 | 5.89 | 5.86 | NA | NA | … | … | NA | 1.13 | 7.05 | 3.23 | 7.43 | 4.78 | 8.04 | 2.58 | 10.22 | 7.11 | 4.94 | 5.20 | 2.51 | 5.66 | 2.66 | 5.02 | 4.04 | 4.76 | 7.30 | 6.28 | 4.63 | 3.21 | 3.57 | 5.54 | 4.56 |
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 |
|---|---|---|---|---|
| NetApp Inc Employee 401K Savings Plan Tactical Asset Allocation Moderate |
2.69%
Dec 2015 – Dec 2018 |
2.88%
Mar 2015 – Mar 2020 |
5.93%
Oct 2013 – Oct 2023 |
7.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NetApp Inc Employee 401K Savings Plan Tactical Asset Allocation Moderate |
16.80%
Apr 2003 – Apr 2006 |
14.51%
May 2002 – May 2007 |
12.15%
Apr 2001 – Apr 2011 |
10.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart