Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SuccessFactors Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 23.16% | 2.49% | 3.86% | 3.76% | 4.95% | 5.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SuccessFactors Inc. 401(k) 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 (%) | -1.21 | 23.16 | 2.49 | 3.86 | 3.76 | 4.95 | 5.79 | … | … | 0.56 | 9.31 | 17.07 | -17.10 | 7.34 | 1.88 | 12.72 | -4.34 | 8.89 | 5.17 | -1.54 | 1.77 | 14.58 | 6.73 | 3.58 | 7.45 | 14.93 | 0.06 | 8.66 | 12.76 | 5.88 | 10.54 | 24.22 | 5.30 | 7.26 |
| Sharpe Ratio | NA | 0.45 | -0.11 | 0.05 | 0.22 | NA | NA | … | … | 0.06 | 0.31 | 1.45 | -1.19 | 0.76 | 0.15 | 2.67 | -0.73 | 1.48 | 1.22 | -0.28 | 0.31 | 2.08 | 1.36 | 0.45 | 0.73 | 1.76 | -0.19 | 0.64 | 1.21 | 0.61 | 1.32 | 3.88 | 1.26 | 1.06 |
| Standard Deviation(%) | NA | 8.73 | 11.50 | 11.04 | 8.75 | NA | NA | … | … | 8.40 | 8.76 | 8.86 | 15.50 | 9.61 | 10.95 | 4.23 | 7.70 | 5.57 | 4.06 | 5.61 | 5.68 | 6.98 | 4.91 | 7.96 | 10.10 | 8.44 | 4.59 | 8.91 | 7.87 | 6.05 | 7.26 | 6.07 | 3.34 | 4.69 |
| Draw Down(%) | NA | 5.58 | 21.58 | 22.86 | 22.86 | NA | NA | … | … | 0.63 | 5.58 | 8.31 | 22.11 | 5.09 | 19.55 | 3.31 | 10.45 | 4.13 | 2.43 | 6.32 | 5.82 | 5.67 | 3.97 | 5.02 | 8.82 | 4.94 | 5.01 | 6.69 | 9.66 | 4.71 | 6.24 | 2.47 | 1.83 | 2.91 |
| Yield(%) | NA | 3.26 | 3.53 | 3.27 | 2.55 | NA | NA | … | … | NA | 0.10 | 3.55 | 3.41 | 3.70 | 2.28 | 3.92 | 2.79 | 0.32 | 2.59 | 1.49 | 1.74 | 3.42 | 2.31 | 3.73 | 2.62 | 3.61 | 3.78 | 4.49 | 4.31 | 3.65 | 4.69 | 4.64 | 6.54 | 6.22 |
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 |
|---|---|---|---|---|
| SuccessFactors Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
-4.12%
Sep 2019 – Sep 2022 |
-2.03%
Sep 2017 – Sep 2022 |
1.92%
Sep 2012 – Sep 2022 |
3.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SuccessFactors Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
15.31%
Apr 2003 – Apr 2006 |
12.91%
Oct 2002 – Oct 2007 |
9.94%
Apr 2001 – Apr 2011 |
8.41%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart