Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOZILLA CORPORATION 401K PLAN Tactical Asset Allocation Moderate | NA | -3.97% | -2.46% | -1.06% | 0.96% | 2.71% | 5.58% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOZILLA CORPORATION 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.29 | -3.97 | -2.46 | -1.06 | 0.96 | 2.71 | 5.58 | … | … | 1.29 | 5.71 | -15.08 | 3.14 | 15.71 | -0.87 | -4.47 | 15.12 | 4.97 | -5.94 | 1.36 | 13.56 | 2.83 | -2.37 | 1.99 | 18.05 | -1.09 | 21.99 | 18.78 | 17.07 | 12.65 | 17.95 | 7.69 | 5.91 |
| Sharpe Ratio | NA | 0.25 | -0.50 | -0.02 | 0.12 | NA | NA | … | … | 0.13 | 0.21 | -1.72 | 0.32 | 1.85 | -0.46 | -0.83 | 2.81 | 0.92 | -1.22 | 0.23 | 2.05 | 0.53 | -0.23 | 0.16 | 1.77 | -0.42 | 1.52 | 1.60 | 2.27 | 1.24 | 3.13 | 1.70 | 1.16 |
| Standard Deviation(%) | NA | 7.29 | 8.82 | 8.20 | 7.01 | NA | NA | … | … | 7.54 | 7.03 | 9.55 | 9.87 | 8.35 | 4.95 | 6.96 | 5.16 | 5.16 | 4.90 | 5.76 | 6.59 | 5.21 | 10.67 | 11.54 | 10.17 | 4.81 | 12.49 | 9.71 | 6.57 | 9.46 | 5.51 | 3.87 | 3.09 |
| Draw Down(%) | NA | 6.91 | 22.70 | 22.70 | 22.70 | NA | NA | … | … | 1.54 | 6.91 | 15.53 | 6.62 | 5.66 | 6.64 | 9.81 | 3.18 | 4.47 | 7.25 | 5.16 | 4.77 | 4.95 | 10.86 | 11.45 | 5.41 | 4.47 | 10.73 | 13.40 | 5.09 | 11.45 | 2.42 | 3.37 | 2.20 |
| Yield(%) | NA | 2.64 | 1.99 | 2.36 | 2.25 | NA | NA | … | … | 0.01 | 2.79 | 2.23 | 0.89 | 4.56 | 1.29 | 1.74 | 0.17 | 1.94 | 4.40 | 2.47 | 5.13 | 2.34 | 1.59 | 2.24 | 2.57 | 1.83 | 5.11 | 3.15 | 3.53 | 1.59 | 2.23 | 2.86 | 4.86 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| MOZILLA CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
-2.53%
Dec 2020 – Dec 2023 |
-1.49%
Feb 2018 – Feb 2023 |
0.96%
Oct 2013 – Oct 2023 |
2.62%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOZILLA CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
23.49%
Oct 2004 – Oct 2007 |
18.41%
Oct 2002 – Oct 2007 |
12.13%
Apr 2001 – Apr 2011 |
9.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart