Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) Plan Tactical Asset Allocation Moderate | NA | 28.19% | 8.50% | 9.69% | 6.55% | 7.12% | 7.33% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) 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 (%) | -1.04 | 28.19 | 8.50 | 9.69 | 6.55 | 7.12 | 7.33 | … | … | 1.41 | 16.00 | 17.17 | -7.37 | 10.60 | 12.98 | 9.99 | -2.57 | 9.73 | 5.38 | -3.73 | 4.18 | 14.95 | 6.92 | 2.13 | 9.42 | 10.50 | -0.54 | 8.25 | 19.32 | 1.39 | 13.47 | 23.36 | 10.85 | 4.52 |
| Sharpe Ratio | NA | 1.57 | 0.59 | 0.83 | 0.66 | NA | NA | … | … | 0.15 | 1.21 | 1.77 | -0.88 | 1.09 | 1.47 | 1.79 | -0.50 | 2.02 | 0.93 | -0.64 | 0.70 | 2.12 | 1.21 | 0.18 | 0.75 | 1.09 | -0.27 | 0.50 | 2.08 | -0.11 | 1.56 | 3.71 | 1.97 | 0.51 |
| Standard Deviation(%) | NA | 7.66 | 8.40 | 8.75 | 7.43 | NA | NA | … | … | 8.95 | 7.77 | 7.29 | 9.90 | 9.72 | 8.67 | 4.81 | 7.73 | 4.50 | 5.57 | 5.90 | 5.98 | 7.05 | 5.67 | 11.66 | 12.41 | 9.56 | 5.33 | 10.59 | 7.73 | 7.00 | 8.04 | 6.11 | 4.94 | 4.35 |
| Draw Down(%) | NA | 4.62 | 11.61 | 12.83 | 12.83 | NA | NA | … | … | 0.63 | 4.62 | 5.75 | 12.83 | 5.25 | 9.62 | 2.31 | 8.92 | 1.65 | 4.25 | 7.53 | 4.45 | 6.10 | 4.68 | 11.30 | 8.50 | 4.81 | 6.52 | 7.32 | 5.79 | 5.05 | 9.84 | 3.53 | 4.31 | 3.18 |
| Yield(%) | NA | 15.06 | 9.82 | 7.30 | 4.86 | NA | NA | … | … | NA | 4.72 | 13.73 | 8.12 | 1.46 | 3.88 | 3.88 | 2.72 | 0.44 | 2.08 | 2.50 | 4.07 | 3.76 | 2.78 | 2.50 | 3.19 | 4.29 | 2.87 | 4.18 | 4.72 | 4.09 | 3.91 | 5.83 | 4.61 | 5.71 |
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 |
|---|---|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) Plan Tactical Asset Allocation Moderate |
1.86%
Dec 2013 – Dec 2016 |
2.47%
Dec 2013 – Dec 2018 |
4.51%
Oct 2013 – Oct 2023 |
4.98%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) Plan Tactical Asset Allocation Moderate |
15.77%
Dec 2001 – Dec 2004 |
14.63%
Oct 2002 – Oct 2007 |
10.62%
Apr 2001 – Apr 2011 |
8.43%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart