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 Strategic Asset Allocation – Optimal Moderate | NA | 22.02% | 0.21% | 5.57% | 5.20% | 6.17% | 6.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOZILLA CORPORATION 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 (%) | -1.06 | 22.02 | 0.21 | 5.57 | 5.20 | 6.17 | 6.27 | … | … | 0.51 | 8.60 | 9.37 | -14.89 | 2.87 | 19.31 | 20.96 | -6.80 | 13.27 | 2.52 | -0.15 | 4.44 | 14.16 | 11.14 | -3.70 | 10.73 | 26.43 | -24.90 | 13.50 | 12.39 | 11.59 | 12.89 | 23.01 | -2.00 | 1.36 |
| Sharpe Ratio | NA | 0.38 | -0.30 | 0.17 | 0.35 | NA | NA | … | … | 0.06 | 0.24 | 0.66 | -1.20 | 0.32 | 1.15 | 2.98 | -0.92 | 2.92 | 0.29 | -0.02 | 0.74 | 2.04 | 1.43 | -0.26 | 0.90 | 1.53 | -1.20 | 1.09 | 1.13 | 1.52 | 1.55 | 2.93 | -0.35 | -0.10 |
| Standard Deviation(%) | NA | 8.41 | 10.26 | 11.60 | 9.68 | NA | NA | … | … | 7.94 | 8.46 | 7.70 | 13.58 | 9.02 | 16.56 | 6.56 | 8.80 | 4.33 | 8.03 | 7.92 | 5.98 | 6.91 | 7.75 | 14.27 | 11.88 | 17.21 | 21.48 | 9.67 | 8.10 | 6.20 | 7.69 | 7.63 | 8.90 | 9.16 |
| Draw Down(%) | NA | 5.20 | 20.53 | 23.73 | 23.73 | NA | NA | … | … | 0.67 | 5.20 | 7.56 | 21.10 | 5.77 | 17.97 | 3.14 | 13.12 | 2.01 | 6.02 | 7.99 | 4.97 | 6.62 | 6.79 | 14.53 | 8.68 | 16.73 | 35.15 | 6.71 | 10.36 | 4.72 | 7.76 | 6.75 | 14.78 | 14.08 |
| Yield(%) | NA | 2.52 | 2.32 | 2.66 | 2.54 | NA | NA | … | … | NA | 0.43 | 2.35 | 2.73 | 1.31 | 4.41 | 2.12 | 2.26 | 0.26 | 1.81 | 5.89 | 2.28 | 3.49 | 2.51 | 2.14 | 2.45 | 2.02 | 1.81 | 6.25 | 3.34 | 4.14 | 2.21 | 1.60 | 2.73 | 2.88 |
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 |
|---|---|---|---|---|
| MOZILLA CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.24%
Feb 2006 – Feb 2009 |
0.66%
Feb 2004 – Feb 2009 |
3.70%
Oct 2013 – Oct 2023 |
3.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOZILLA CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.03%
Mar 2003 – Mar 2006 |
15.44%
Oct 2002 – Oct 2007 |
9.20%
Mar 2003 – Mar 2013 |
8.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart