Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 23.67% | 1.42% | 5.26% | 3.62% | 4.38% | 5.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CISCO SYSTEMS INC. 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 (%) | -1.03 | 23.67 | 1.42 | 5.26 | 3.62 | 4.38 | 5.60 | … | … | 0.27 | 8.40 | 14.44 | -16.82 | 6.61 | 13.91 | 4.76 | -3.45 | 7.34 | 5.29 | -2.75 | 0.96 | 15.20 | 6.08 | 0.20 | 1.65 | 17.93 | -2.77 | 12.20 | 14.61 | 5.17 | 11.67 | 21.64 | 7.38 | 6.81 |
| Sharpe Ratio | NA | 0.33 | -0.24 | 0.21 | 0.17 | NA | NA | … | … | 0.03 | 0.22 | 1.22 | -1.29 | 0.77 | 1.50 | 0.74 | -0.21 | 1.23 | 1.06 | -0.53 | 0.15 | 2.25 | 1.20 | 0.02 | 0.14 | 2.08 | -0.71 | 0.92 | 1.33 | 0.48 | 1.27 | 3.67 | 1.91 | 1.16 |
| Standard Deviation(%) | NA | 8.36 | 10.66 | 9.96 | 10.46 | NA | NA | … | … | 7.69 | 8.40 | 8.35 | 14.11 | 8.52 | 9.09 | 4.56 | 22.33 | 5.48 | 4.78 | 5.26 | 6.25 | 6.73 | 5.04 | 10.05 | 11.16 | 8.56 | 5.22 | 10.05 | 8.52 | 6.24 | 8.44 | 5.71 | 3.29 | 3.87 |
| Draw Down(%) | NA | 5.82 | 22.50 | 25.22 | 25.22 | NA | NA | … | … | 0.70 | 5.77 | 8.92 | 23.07 | 5.10 | 10.59 | 3.88 | 15.88 | 3.80 | 3.24 | 5.12 | 5.51 | 4.74 | 4.22 | 10.27 | 11.43 | 4.76 | 6.37 | 7.23 | 10.36 | 4.90 | 7.45 | 2.78 | 1.64 | 2.77 |
| Yield(%) | NA | 3.47 | 3.20 | 3.32 | 3.37 | NA | NA | … | … | NA | 0.62 | 3.48 | 2.19 | 3.52 | 4.42 | 3.13 | 2.24 | 0.13 | 5.28 | 5.30 | 4.04 | 5.16 | 4.46 | 3.63 | 2.91 | 4.48 | 3.97 | 4.08 | 3.70 | 5.31 | 3.65 | 3.67 | 5.59 | 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 |
|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Tactical Asset Allocation Moderate |
-1.60%
Sep 2019 – Sep 2022 |
-0.88%
Sep 2017 – Sep 2022 |
1.76%
Oct 2013 – Oct 2023 |
2.78%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Tactical Asset Allocation Moderate |
14.89%
Apr 2003 – Apr 2006 |
14.19%
Oct 2002 – Oct 2007 |
10.06%
Apr 2001 – Apr 2011 |
7.71%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison Chart