Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Tactical Asset Allocation Moderate | NA | 35.39% | 10.43% | 10.06% | 6.68% | 7.45% | 7.44% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOK FINANCIAL 401(k) 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 (%) | -0.71 | 35.39 | 10.43 | 10.06 | 6.68 | 7.45 | 7.44 | … | … | 0.87 | 15.31 | 21.70 | -8.08 | 6.67 | 10.68 | 12.55 | -1.67 | 4.27 | 3.74 | -1.36 | 2.11 | 17.85 | 9.03 | 0.38 | 11.64 | 19.68 | 0.26 | 8.07 | 9.31 | 1.84 | 7.62 | 11.68 | 1.09 | 6.98 |
| Sharpe Ratio | NA | 0.95 | 0.57 | 0.66 | 0.61 | NA | NA | … | … | 0.08 | 0.83 | 2.04 | -0.83 | 0.65 | 1.37 | 2.68 | -0.61 | 1.12 | 1.17 | -0.38 | 0.46 | 2.63 | 1.55 | 0.05 | 1.32 | 2.95 | -0.17 | 0.74 | 1.22 | -0.06 | 1.23 | 2.24 | 0.00 | 1.14 |
| Standard Deviation(%) | NA | 10.49 | 10.20 | 9.75 | 7.41 | NA | NA | … | … | 9.84 | 10.51 | 8.54 | 11.35 | 10.18 | 7.61 | 4.16 | 4.89 | 3.26 | 3.02 | 3.62 | 4.60 | 6.79 | 5.78 | 6.81 | 8.78 | 6.65 | 3.92 | 6.82 | 4.96 | 5.23 | 5.44 | 4.90 | 4.44 | 4.09 |
| Draw Down(%) | NA | 6.65 | 13.01 | 15.53 | 15.53 | NA | NA | … | … | 0.69 | 6.65 | 6.64 | 14.38 | 6.04 | 8.24 | 1.96 | 7.55 | 2.43 | 1.59 | 4.23 | 3.06 | 4.64 | 4.38 | 7.48 | 8.39 | 3.37 | 3.36 | 4.65 | 3.80 | 3.77 | 4.71 | 3.79 | 5.33 | 2.77 |
| Yield(%) | NA | 16.80 | 11.50 | 9.28 | 6.13 | NA | NA | … | … | NA | 4.49 | 15.81 | 8.74 | 4.23 | 8.26 | 4.54 | 3.72 | 0.71 | 3.13 | 1.88 | 5.11 | 5.56 | 5.07 | 1.54 | 5.05 | 4.10 | 2.91 | 4.04 | 4.30 | 3.21 | 4.40 | 3.30 | 5.36 | 6.93 |
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 |
|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Tactical Asset Allocation Moderate |
1.48%
Dec 2013 – Dec 2016 |
1.39%
Dec 2013 – Dec 2018 |
3.98%
Oct 2013 – Oct 2023 |
5.48%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Tactical Asset Allocation Moderate |
11.68%
Sep 2021 – Sep 2024 |
11.80%
Feb 2009 – Feb 2014 |
8.56%
Jul 2003 – Jul 2013 |
7.79%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart