Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hilton Resorts 401K Plan Tactical Asset Allocation Moderate | NA | 19.71% | 2.24% | 5.53% | 4.40% | 5.38% | 6.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hilton Resorts 401K 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 (%) | -1.34 | 19.71 | 2.24 | 5.53 | 4.40 | 5.38 | 6.32 | … | … | 0.71 | 4.86 | 11.49 | -13.84 | 7.89 | 14.01 | 8.83 | -0.21 | 9.18 | 5.56 | -5.07 | 1.26 | 13.99 | 9.05 | 3.47 | 5.92 | 14.22 | 1.33 | 13.48 | 10.42 | 6.52 | 9.99 | 17.76 | 11.99 | 7.12 |
| Sharpe Ratio | NA | 0.00 | -0.32 | 0.21 | 0.31 | NA | NA | … | … | 0.07 | -0.16 | 0.89 | -1.62 | 0.92 | 1.65 | 1.70 | -0.19 | 1.64 | 1.40 | -0.93 | 0.22 | 2.28 | 1.51 | 0.45 | 0.52 | 1.66 | 0.07 | 1.19 | 0.97 | 0.71 | 1.29 | 3.19 | 2.22 | 0.79 |
| Standard Deviation(%) | NA | 10.78 | 9.52 | 9.11 | 7.58 | NA | NA | … | … | 9.40 | 10.80 | 8.10 | 9.40 | 8.54 | 8.35 | 4.37 | 8.23 | 5.21 | 3.83 | 5.51 | 5.64 | 6.12 | 5.95 | 7.67 | 11.23 | 8.52 | 5.67 | 8.81 | 7.40 | 6.12 | 7.00 | 5.35 | 4.91 | 6.10 |
| Draw Down(%) | NA | 9.04 | 13.92 | 14.73 | 14.73 | NA | NA | … | … | 0.67 | 9.00 | 6.86 | 14.50 | 5.15 | 6.16 | 3.15 | 7.11 | 3.85 | 2.04 | 8.58 | 5.22 | 4.01 | 5.48 | 5.48 | 8.59 | 3.83 | 5.73 | 5.32 | 8.88 | 4.37 | 5.74 | 2.70 | 2.77 | 4.91 |
| Yield(%) | NA | 4.69 | 4.60 | 4.48 | 3.80 | NA | NA | … | … | NA | 0.88 | 4.38 | 3.10 | 5.53 | 4.86 | 4.49 | 4.12 | 0.30 | 6.23 | 3.08 | 1.85 | 5.56 | 4.29 | 3.51 | 4.20 | 5.22 | 4.82 | 5.13 | 5.06 | 4.03 | 4.96 | 4.60 | 6.97 | 7.72 |
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 |
|---|---|---|---|---|
| Hilton Resorts 401K Plan Tactical Asset Allocation Moderate |
0.23%
Apr 2021 – Apr 2024 |
2.03%
Dec 2013 – Dec 2018 |
2.85%
Oct 2013 – Oct 2023 |
4.61%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hilton Resorts 401K Plan Tactical Asset Allocation Moderate |
13.63%
Mar 2002 – Mar 2005 |
12.25%
Mar 2003 – Mar 2008 |
10.40%
Apr 2001 – Apr 2011 |
8.15%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart