Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE SYSTEMS INCORPORATED 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 17.16% | -1.28% | 5.20% | 3.96% | 4.65% | 5.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADOBE SYSTEMS INCORPORATED 401K RETIREMENT 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 (%) | -1.19 | 17.16 | -1.28 | 5.20 | 3.96 | 4.65 | 5.66 | … | … | 0.43 | 6.13 | 3.61 | -15.71 | 14.71 | 17.26 | 5.39 | -3.86 | 10.63 | 7.89 | -4.65 | -0.13 | 17.19 | 5.36 | 1.30 | 4.77 | 12.28 | 1.99 | 9.11 | 13.38 | 2.87 | 16.30 | 24.25 | 8.53 | 8.02 |
| Sharpe Ratio | NA | 0.10 | -0.70 | 0.23 | 0.29 | NA | NA | … | … | 0.04 | -0.05 | -0.09 | -1.83 | 1.55 | 1.93 | 0.92 | -0.71 | 1.99 | 1.50 | -0.91 | -0.02 | 2.43 | 0.97 | 0.12 | 0.41 | 1.38 | 0.18 | 0.65 | 1.25 | 0.11 | 1.85 | 3.75 | 1.66 | 1.11 |
| Standard Deviation(%) | NA | 8.78 | 8.51 | 8.79 | 7.32 | NA | NA | … | … | 9.16 | 8.78 | 7.23 | 9.34 | 9.45 | 8.83 | 4.31 | 7.28 | 5.01 | 5.13 | 5.14 | 6.00 | 7.07 | 5.46 | 10.95 | 11.46 | 8.85 | 5.80 | 9.44 | 8.09 | 6.12 | 8.29 | 6.28 | 4.49 | 5.14 |
| Draw Down(%) | NA | 6.34 | 20.23 | 20.82 | 20.82 | NA | NA | … | … | 0.74 | 6.34 | 6.69 | 16.44 | 4.42 | 9.20 | 3.94 | 9.81 | 2.37 | 2.67 | 5.96 | 5.53 | 4.38 | 4.39 | 11.11 | 11.72 | 5.17 | 4.63 | 6.83 | 9.19 | 5.26 | 7.59 | 2.79 | 2.84 | 3.85 |
| Yield(%) | NA | 3.60 | 4.74 | 4.03 | 2.81 | NA | NA | … | … | NA | 0.95 | 3.09 | 3.57 | 6.78 | 2.48 | 4.11 | 1.41 | 0.33 | 1.56 | 1.95 | 2.22 | 2.23 | 4.66 | 2.45 | 4.22 | 5.11 | 4.48 | 3.73 | 4.50 | 2.95 | 3.66 | 4.58 | 5.80 | 8.13 |
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 |
|---|---|---|---|---|
| ADOBE SYSTEMS INCORPORATED 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.50%
Dec 2021 – Dec 2024 |
1.79%
Dec 2013 – Dec 2018 |
2.52%
Oct 2013 – Oct 2023 |
4.12%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADOBE SYSTEMS INCORPORATED 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.39%
Apr 2003 – Apr 2006 |
14.00%
Oct 2002 – Oct 2007 |
10.61%
Apr 2001 – Apr 2011 |
8.16%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart