Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| General Electric 401K Strategic Asset Allocation – Optimal Moderate | NA | 2.03% | 2.18% | 7.34% | 5.35% | 6.53% | 5.78% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| General Electric 401K Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.33 | 2.03 | 2.18 | 7.34 | 5.35 | 6.53 | 5.78 | … | … | 3.92 | 7.53 | 11.88 | -16.79 | 8.76 | 15.54 | 20.15 | -5.35 | 12.09 | 9.74 | -2.91 | 5.24 | 14.84 | 10.81 | 2.23 | 15.02 | 20.03 | -25.24 | 6.21 | 10.66 | 6.40 | 11.14 | 18.02 | -8.24 | 1.07 |
| Sharpe Ratio | NA | 0.28 | 0.19 | 0.32 | 0.40 | NA | NA | … | … | 0.19 | 0.49 | 0.97 | -1.24 | 0.99 | 0.81 | 2.69 | -0.72 | 2.25 | 1.03 | -0.33 | 0.77 | 1.80 | 1.24 | 0.13 | 1.16 | 1.07 | -1.11 | 0.34 | 0.77 | 0.49 | 1.07 | 1.66 | -0.66 | -0.11 |
| Standard Deviation(%) | NA | 10.93 | 10.79 | 10.76 | 10.81 | NA | NA | … | … | 13.72 | 7.94 | 8.45 | 14.72 | 8.80 | 18.89 | 6.95 | 9.37 | 5.08 | 9.28 | 8.87 | 6.81 | 8.24 | 8.66 | 16.36 | 12.93 | 18.66 | 23.55 | 9.10 | 9.36 | 8.43 | 9.47 | 10.39 | 14.20 | 12.18 |
| Draw Down(%) | NA | 11.23 | 12.35 | 22.25 | 22.25 | NA | NA | … | … | 10.01 | 4.76 | 7.30 | 21.24 | 4.40 | 21.06 | 3.29 | 11.94 | 2.05 | 6.66 | 9.66 | 5.15 | 6.56 | 7.10 | 14.78 | 10.11 | 19.41 | 35.86 | 4.88 | 7.78 | 5.53 | 7.30 | 7.22 | 19.32 | 13.80 |
| Yield(%) | NA | 2.90 | 2.45 | 2.84 | 3.03 | NA | NA | … | … | NA | 0.82 | 2.56 | 2.15 | 1.90 | 3.25 | 3.69 | 3.73 | 4.35 | 2.02 | 1.52 | 4.84 | 4.78 | 2.88 | 2.72 | 2.18 | 3.63 | 2.58 | 6.45 | 5.19 | 2.89 | 2.12 | 2.85 | 2.49 | 2.94 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| General Electric 401K Strategic Asset Allocation – Optimal Moderate |
-9.44%
Feb 2006 – Feb 2009 |
-2.46%
Feb 2004 – Feb 2009 |
4.13%
Feb 2006 – Feb 2016 |
4.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| General Electric 401K Strategic Asset Allocation – Optimal Moderate |
19.60%
Feb 2009 – Feb 2012 |
15.61%
Feb 2009 – Feb 2014 |
10.00%
Feb 2009 – Feb 2019 |
8.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart