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 Strategic Asset Allocation – Optimal Moderate | NA | 22.54% | 0.99% | 4.23% | 4.17% | 5.77% | 5.57% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.03 | 22.54 | 0.99 | 4.23 | 4.17 | 5.77 | 5.57 | … | … | 0.22 | 6.47 | 9.47 | -14.45 | 5.59 | 12.41 | 15.47 | -8.37 | 11.34 | 7.54 | -2.01 | 1.60 | 10.13 | 13.33 | 0.53 | 14.63 | 21.07 | -19.34 | 8.64 | 8.15 | 10.35 | 12.50 | 23.39 | -0.45 | 2.93 |
| Sharpe Ratio | NA | 0.11 | -0.34 | 0.08 | 0.24 | NA | NA | … | … | 0.02 | -0.01 | 0.62 | -1.21 | 0.70 | 0.69 | 2.22 | -1.05 | 2.52 | 0.95 | -0.25 | 0.26 | 1.49 | 1.91 | 0.04 | 1.46 | 1.39 | -1.01 | 0.72 | 0.68 | 1.35 | 1.68 | 3.39 | -0.16 | 0.06 |
| Standard Deviation(%) | NA | 8.25 | 10.21 | 11.71 | 9.76 | NA | NA | … | … | 6.40 | 8.31 | 8.46 | 13.13 | 7.95 | 17.54 | 6.33 | 9.24 | 4.25 | 7.72 | 8.21 | 6.10 | 6.79 | 6.94 | 12.67 | 9.94 | 15.09 | 20.09 | 7.82 | 7.14 | 6.07 | 6.89 | 6.70 | 9.53 | 9.98 |
| Draw Down(%) | NA | 5.49 | 20.20 | 22.76 | 22.76 | NA | NA | … | … | 0.53 | 5.46 | 9.32 | 20.91 | 6.37 | 22.76 | 2.70 | 15.41 | 1.93 | 7.06 | 10.98 | 5.64 | 7.45 | 6.00 | 11.73 | 7.39 | 16.87 | 31.00 | 5.21 | 7.85 | 4.26 | 6.28 | 5.38 | 13.64 | 11.10 |
| Yield(%) | NA | 4.14 | 4.14 | 3.81 | 3.83 | NA | NA | … | … | NA | 0.88 | 3.83 | 4.40 | 3.07 | 4.50 | 1.87 | 3.00 | 0.32 | 4.45 | 8.15 | 3.60 | 3.69 | 3.65 | 4.10 | 4.13 | 3.18 | 5.53 | 4.94 | 3.91 | 4.56 | 2.84 | 3.15 | 3.88 | 4.10 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.55%
Feb 2006 – Feb 2009 |
0.07%
Feb 2004 – Feb 2009 |
2.35%
Oct 2013 – Oct 2023 |
3.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAVERICK CAPITAL LTD. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.30%
Feb 2009 – Feb 2012 |
14.86%
Feb 2009 – Feb 2014 |
9.27%
Mar 2003 – Mar 2013 |
7.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart