Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Xilinx 401K Plan Tactical Asset Allocation Moderate | NA | 24.78% | 2.03% | 6.91% | 5.20% | 5.84% | 6.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Xilinx 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 | 24.78 | 2.03 | 6.91 | 5.20 | 5.84 | 6.41 | … | … | -0.42 | 4.46 | 14.87 | -17.98 | 22.34 | 10.40 | 12.99 | -3.05 | 5.74 | 3.01 | -0.74 | 4.04 | 8.22 | 8.15 | 2.18 | 10.34 | 14.71 | -2.03 | 11.04 | 12.61 | 5.86 | 9.89 | 19.56 | 1.57 | 7.03 |
| Sharpe Ratio | NA | -0.15 | -0.25 | 0.24 | 0.27 | NA | NA | … | … | -0.04 | -0.21 | 0.96 | -0.85 | 2.29 | 1.17 | 2.31 | -0.57 | 0.91 | 0.53 | -0.12 | 0.68 | 1.11 | 1.58 | 0.24 | 0.97 | 1.83 | -0.53 | 0.78 | 1.31 | 0.61 | 1.27 | 3.20 | 0.08 | 1.05 |
| Standard Deviation(%) | NA | 10.06 | 15.66 | 13.49 | 10.45 | NA | NA | … | … | 10.97 | 10.11 | 11.02 | 22.65 | 9.76 | 8.71 | 5.02 | 7.63 | 5.59 | 5.28 | 6.49 | 5.88 | 7.39 | 5.13 | 8.92 | 10.55 | 7.97 | 5.59 | 10.37 | 7.10 | 6.01 | 7.02 | 5.90 | 5.46 | 4.52 |
| Draw Down(%) | NA | 8.42 | 22.66 | 24.48 | 24.48 | NA | NA | … | … | 1.11 | 7.98 | 9.36 | 24.39 | 4.14 | 10.78 | 2.26 | 9.25 | 4.60 | 3.77 | 7.09 | 4.58 | 6.54 | 4.74 | 8.27 | 8.41 | 3.75 | 8.00 | 7.57 | 8.43 | 4.26 | 5.83 | 3.28 | 6.37 | 3.80 |
| Yield(%) | NA | 4.06 | 5.57 | 4.65 | 3.91 | NA | NA | … | … | NA | 0.28 | 4.23 | 5.19 | 7.07 | 2.67 | 4.86 | 3.10 | 0.04 | 1.93 | 5.53 | 4.69 | 2.63 | 4.84 | 2.98 | 3.99 | 4.78 | 4.05 | 3.99 | 3.89 | 4.33 | 3.09 | 4.21 | 4.76 | 7.11 |
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 |
|---|---|---|---|---|
| Xilinx 401K Plan Tactical Asset Allocation Moderate |
-0.53%
Dec 2021 – Dec 2024 |
1.75%
Dec 2013 – Dec 2018 |
3.39%
Oct 2013 – Oct 2023 |
4.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Xilinx 401K Plan Tactical Asset Allocation Moderate |
15.13%
Dec 2018 – Dec 2021 |
12.85%
Oct 2002 – Oct 2007 |
9.41%
Apr 2001 – Apr 2011 |
7.81%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart