Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apple 401K Strategic Asset Allocation – Optimal Moderate | NA | 33.19% | 13.04% | 12.53% | 8.47% | 8.66% | 7.50% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apple 401K 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 (%) | -0.79 | 33.19 | 13.04 | 12.53 | 8.47 | 8.66 | 7.50 | … | … | 0.69 | 21.98 | 23.37 | -3.83 | 9.18 | 13.50 | 13.25 | -4.90 | 12.39 | 6.32 | -1.57 | 4.46 | 15.97 | 11.39 | -1.16 | 11.52 | 24.62 | -27.85 | 8.23 | 12.72 | 9.16 | 14.00 | 21.25 | -7.15 | -4.22 |
| Sharpe Ratio | NA | 2.36 | 1.02 | 0.86 | 0.71 | NA | NA | … | … | 0.10 | 2.26 | 2.61 | -0.42 | 1.06 | 0.71 | 1.62 | -0.67 | 2.79 | 0.71 | -0.19 | 0.68 | 2.19 | 1.40 | -0.08 | 0.94 | 1.40 | -1.23 | 0.57 | 1.48 | 1.26 | 2.05 | 2.62 | -0.67 | -0.66 |
| Standard Deviation(%) | NA | 6.80 | 9.27 | 11.65 | 9.91 | NA | NA | … | … | 6.60 | 6.81 | 7.32 | 12.52 | 8.60 | 18.61 | 7.30 | 9.29 | 4.21 | 8.62 | 8.58 | 6.49 | 7.27 | 8.10 | 15.73 | 12.22 | 17.52 | 23.44 | 9.16 | 6.39 | 5.54 | 6.38 | 7.85 | 12.35 | 9.97 |
| Draw Down(%) | NA | 3.63 | 12.52 | 21.71 | 21.71 | NA | NA | … | … | 0.42 | 3.63 | 4.29 | 12.52 | 5.18 | 21.71 | 3.86 | 11.85 | 1.15 | 7.34 | 8.35 | 5.12 | 4.92 | 6.82 | 14.54 | 9.54 | 16.71 | 36.74 | 5.80 | 6.68 | 3.74 | 4.37 | 8.50 | 13.99 | 15.01 |
| Yield(%) | NA | 15.26 | 10.50 | 7.94 | 5.36 | NA | NA | … | … | NA | 4.74 | 14.07 | 8.65 | 3.55 | 5.51 | 2.16 | 3.18 | 2.86 | 2.42 | 2.34 | 3.28 | 3.39 | 1.85 | 2.37 | 1.94 | 2.34 | 2.80 | 6.95 | 3.96 | 3.18 | 2.02 | 1.53 | 2.96 | 2.01 |
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 |
|---|---|---|---|---|
| Apple 401K Strategic Asset Allocation – Optimal Moderate |
-8.66%
Feb 2006 – Feb 2009 |
-1.21%
Feb 2004 – Feb 2009 |
4.15%
May 2007 – May 2017 |
4.17%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apple 401K Strategic Asset Allocation – Optimal Moderate |
18.03%
Feb 2009 – Feb 2012 |
15.15%
Feb 2009 – Feb 2014 |
9.62%
Feb 2009 – Feb 2019 |
9.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart