Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate | NA | 16.61% | 17.38% | 16.64% | 8.98% | 8.60% | 8.63% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/03/2025 |
| 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 (%) | -1.47 | 16.61 | 17.38 | 16.64 | 8.98 | 8.60 | 8.63 | … | … | 10.37 | 25.21 | 24.17 | -1.49 | 2.43 | 15.55 | 15.47 | -4.27 | 9.74 | 5.83 | -0.48 | 3.26 | 16.41 | 12.34 | -1.66 | 12.62 | 28.02 | -20.33 | 14.42 | 14.54 | 11.45 | 16.19 | 24.83 | -4.58 | 4.84 |
| Sharpe Ratio | NA | 1.61 | 1.95 | 1.35 | 0.81 | NA | NA | … | … | 0.74 | 2.62 | 2.92 | -0.25 | 0.27 | 0.84 | 2.02 | -0.60 | 1.92 | 0.66 | -0.06 | 0.51 | 2.53 | 1.56 | -0.13 | 1.17 | 1.61 | -0.97 | 1.07 | 1.58 | 1.69 | 2.28 | 3.12 | -0.54 | 0.27 |
| Standard Deviation(%) | NA | 10.29 | 9.26 | 9.69 | 10.04 | NA | NA | … | … | 12.35 | 8.24 | 7.02 | 11.57 | 8.98 | 18.13 | 6.93 | 9.45 | 4.74 | 8.50 | 8.43 | 6.40 | 6.48 | 7.89 | 13.52 | 10.73 | 17.32 | 21.91 | 10.51 | 7.05 | 5.45 | 6.66 | 7.74 | 10.58 | 8.82 |
| Draw Down(%) | NA | 7.89 | 7.89 | 14.42 | 20.27 | NA | NA | … | … | 7.89 | 5.28 | 4.30 | 12.58 | 5.91 | 20.27 | 4.15 | 11.59 | 1.93 | 7.48 | 8.16 | 5.73 | 4.30 | 7.22 | 12.74 | 8.44 | 16.62 | 32.66 | 6.44 | 8.23 | 4.70 | 5.69 | 8.63 | 16.47 | 11.93 |
| Yield(%) | NA | 15.21 | 10.18 | 7.50 | 5.27 | NA | NA | … | … | NA | 4.61 | 14.26 | 7.71 | 3.57 | 4.33 | 2.48 | 3.19 | 0.93 | 4.15 | 3.08 | 3.81 | 4.57 | 2.09 | 2.97 | 1.54 | 2.91 | 5.49 | 11.73 | 6.94 | 4.00 | 3.83 | 1.92 | 2.42 | 3.30 |
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 |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate |
-3.25%
Feb 2006 – Feb 2009 |
1.83%
Mar 2015 – Mar 2020 |
4.79%
Mar 2010 – Mar 2020 |
5.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate |
21.04%
Mar 2003 – Mar 2006 |
16.64%
Mar 2020 – Mar 2025 |
11.32%
Mar 2003 – Mar 2013 |
10.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart