Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Copy of Cisco 401K Plan R=1 Tactical Asset Allocation Moderate | NA | 24.02% | 0.56% | 3.57% | 2.81% | 3.91% | 4.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Copy of Cisco 401K Plan R=1 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 (%) | -1.06 | 24.02 | 0.56 | 3.57 | 2.81 | 3.91 | 4.96 | … | … | 0.64 | 13.19 | 5.63 | -13.72 | 5.19 | 9.12 | 4.00 | -4.67 | 8.18 | 4.51 | -2.30 | 0.26 | 15.38 | 6.54 | 1.67 | 2.59 | 10.93 | -0.43 | 12.76 | 12.95 | 4.19 | 8.22 | 18.39 | 5.69 | 6.81 |
| Sharpe Ratio | NA | 0.82 | -0.27 | 0.12 | 0.11 | NA | NA | … | … | 0.06 | 0.67 | 0.20 | -1.59 | 0.61 | 1.04 | 0.52 | -0.28 | 1.36 | 0.95 | -0.44 | 0.04 | 2.28 | 1.28 | 0.21 | 0.23 | 1.21 | -0.23 | 1.00 | 1.28 | 0.35 | 0.93 | 3.08 | 1.37 | 1.16 |
| Standard Deviation(%) | NA | 9.91 | 8.92 | 8.78 | 9.80 | NA | NA | … | … | 10.06 | 9.92 | 6.95 | 9.50 | 8.53 | 8.58 | 4.96 | 21.74 | 5.54 | 4.54 | 5.35 | 6.45 | 6.72 | 5.06 | 7.92 | 10.97 | 8.95 | 5.75 | 9.73 | 7.58 | 5.77 | 7.87 | 5.75 | 3.35 | 3.87 |
| Draw Down(%) | NA | 6.74 | 18.25 | 22.21 | 22.21 | NA | NA | … | … | 0.80 | 6.74 | 6.33 | 14.35 | 6.26 | 10.60 | 3.44 | 15.86 | 3.63 | 2.82 | 5.05 | 5.36 | 4.42 | 4.86 | 6.15 | 10.63 | 4.66 | 5.68 | 6.59 | 8.70 | 4.20 | 6.99 | 3.31 | 2.35 | 2.77 |
| Yield(%) | NA | 3.62 | 3.22 | 3.51 | 3.56 | NA | NA | … | … | NA | 0.76 | 3.43 | 1.71 | 3.84 | 4.82 | 3.89 | 2.17 | 0.23 | 4.88 | 5.05 | 5.44 | 4.97 | 4.41 | 2.49 | 4.24 | 4.88 | 3.36 | 4.39 | 3.94 | 3.34 | 2.76 | 3.51 | 5.57 | 6.73 |
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 |
|---|---|---|---|---|
| Copy of Cisco 401K Plan R=1 Tactical Asset Allocation Moderate |
-2.31%
Apr 2021 – Apr 2024 |
-1.11%
Feb 2018 – Feb 2023 |
0.83%
Oct 2013 – Oct 2023 |
2.47%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Copy of Cisco 401K Plan R=1 Tactical Asset Allocation Moderate |
13.27%
Oct 2004 – Oct 2007 |
12.19%
Oct 2002 – Oct 2007 |
8.72%
Apr 2001 – Apr 2011 |
7.05%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison Chart