Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAVERICK CAPITAL LTD. 401K PLAN Tactical Asset Allocation Moderate | NA | 15.52% | -0.25% | 3.27% | 1.78% | 3.33% | 5.10% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAVERICK CAPITAL LTD. 401K 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 (%) | -1.09 | 15.52 | -0.25 | 3.27 | 1.78 | 3.33 | 5.10 | … | … | 0.50 | 0.88 | 5.43 | -11.94 | 4.63 | 14.19 | 2.68 | -10.68 | 10.82 | 5.35 | -6.30 | -0.61 | 13.25 | 9.51 | -0.21 | 8.00 | 27.89 | -1.83 | 9.35 | 9.93 | 8.43 | 12.14 | 22.23 | 9.01 | 8.53 |
| Sharpe Ratio | NA | -0.44 | -0.69 | -0.02 | -0.06 | NA | NA | … | … | 0.06 | -0.58 | 0.18 | -1.64 | 0.42 | 1.58 | 0.24 | -1.83 | 2.15 | 1.11 | -1.23 | -0.08 | 2.01 | 2.35 | -0.03 | 0.93 | 3.59 | -0.57 | 0.83 | 0.99 | 1.21 | 1.60 | 3.90 | 1.86 | 1.62 |
| Standard Deviation(%) | NA | 9.85 | 8.31 | 9.00 | 7.40 | NA | NA | … | … | 7.13 | 9.89 | 6.53 | 8.14 | 10.91 | 8.84 | 5.44 | 6.54 | 4.74 | 4.64 | 5.15 | 7.92 | 6.58 | 4.02 | 7.01 | 8.54 | 7.75 | 4.80 | 7.71 | 6.73 | 5.18 | 7.00 | 5.53 | 4.25 | 3.84 |
| Draw Down(%) | NA | 9.64 | 15.52 | 17.12 | 20.15 | NA | NA | … | … | 0.49 | 9.64 | 5.99 | 12.66 | 5.71 | 10.94 | 3.24 | 15.76 | 2.46 | 4.11 | 9.40 | 6.23 | 5.59 | 3.30 | 6.01 | 7.78 | 3.16 | 5.52 | 5.49 | 7.54 | 3.42 | 7.40 | 4.45 | 3.96 | 2.75 |
| Yield(%) | NA | 4.22 | 4.97 | 4.47 | 4.07 | NA | NA | … | … | NA | 0.87 | 4.00 | 2.32 | 8.04 | 3.87 | 3.95 | 1.82 | 0.29 | 4.76 | 7.13 | 4.09 | 4.78 | 5.71 | 2.73 | 5.28 | 5.30 | 4.92 | 7.36 | 6.25 | 4.03 | 6.53 | 5.41 | 6.33 | 6.81 |
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 |
|---|---|---|---|---|
| MAVERICK CAPITAL LTD. 401K PLAN Tactical Asset Allocation Moderate |
-2.18%
Oct 2017 – Oct 2020 |
-1.63%
Feb 2018 – Feb 2023 |
0.40%
Oct 2013 – Oct 2023 |
2.70%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAVERICK CAPITAL LTD. 401K PLAN Tactical Asset Allocation Moderate |
15.16%
Jan 2003 – Jan 2006 |
13.43%
Oct 2002 – Oct 2007 |
11.22%
Apr 2001 – Apr 2011 |
8.56%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart