Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.73% | 5.46% | 9.48% | 7.14% | 7.71% | 7.24% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.89 | 25.73 | 5.46 | 9.48 | 7.14 | 7.71 | 7.24 | … | … | 17.14 | 12.43 | -13.22 | 6.53 | 25.95 | 15.98 | -4.87 | 11.38 | 4.26 | 0.87 | 2.36 | 14.49 | 14.71 | -0.60 | 13.40 | 24.58 | -24.19 | 9.68 | 12.99 | 8.00 | 11.16 | 23.59 | -8.15 | -0.95 |
| Sharpe Ratio | NA | 1.61 | 0.11 | 0.46 | 0.44 | NA | NA | … | … | 1.16 | 0.89 | -0.62 | 0.63 | 1.36 | 1.78 | -0.60 | 2.21 | 0.49 | 0.09 | 0.34 | 1.91 | 1.80 | -0.04 | 1.17 | 1.44 | -1.11 | 0.72 | 1.25 | 0.90 | 1.39 | 2.47 | -0.77 | -0.27 |
| Standard Deviation(%) | NA | 9.15 | 15.65 | 15.43 | 12.41 | NA | NA | … | … | 9.30 | 9.22 | 23.64 | 10.25 | 18.97 | 8.17 | 10.33 | 4.86 | 8.35 | 8.91 | 6.86 | 7.58 | 8.16 | 14.82 | 11.34 | 16.97 | 22.64 | 9.28 | 7.77 | 6.50 | 7.34 | 9.28 | 11.98 | 11.90 |
| Draw Down(%) | NA | 5.84 | 25.62 | 25.62 | 25.62 | NA | NA | … | … | 5.84 | 9.03 | 25.62 | 7.28 | 19.22 | 4.01 | 13.26 | 2.27 | 7.53 | 8.27 | 5.01 | 6.09 | 6.51 | 14.94 | 9.18 | 17.36 | 34.51 | 6.08 | 8.46 | 4.18 | 6.58 | 7.81 | 17.10 | 16.50 |
| Yield(%) | NA | 3.69 | 4.34 | 4.27 | 3.25 | NA | NA | … | … | 0.68 | 3.50 | 3.47 | 5.22 | 6.82 | 2.05 | 1.77 | 0.56 | 2.06 | 3.54 | 2.98 | 6.80 | 4.16 | 2.37 | 3.92 | 4.05 | 4.33 | 4.55 | 4.81 | 4.07 | 3.15 | 2.69 | 3.22 | 3.60 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.03%
Feb 2006 – Feb 2009 |
-0.56%
Feb 2004 – Feb 2009 |
4.82%
Oct 2013 – Oct 2023 |
4.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.41%
Feb 2009 – Feb 2012 |
15.73%
Feb 2009 – Feb 2014 |
9.73%
Feb 2009 – Feb 2019 |
9.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart