Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 17.39% | -0.28% | 3.70% | 1.41% | 1.96% | 5.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT 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 (%) | -1.01 | 17.39 | -0.28 | 3.70 | 1.41 | 1.96 | 5.40 | … | … | 0.55 | 3.65 | 6.92 | -14.79 | 5.97 | 13.32 | -0.76 | -17.66 | 15.39 | 7.58 | -5.14 | 0.70 | 9.61 | 3.13 | -3.77 | 1.22 | 26.44 | -3.05 | 21.20 | 21.57 | 15.29 | 17.72 | 22.82 | 10.44 | 7.74 |
| Sharpe Ratio | NA | -0.16 | -0.60 | 0.02 | -0.08 | NA | NA | … | … | 0.05 | -0.30 | 0.38 | -1.65 | 0.67 | 1.42 | -0.41 | -1.15 | 2.87 | 1.37 | -0.98 | 0.11 | 1.35 | 0.51 | -0.34 | 0.10 | 2.57 | -0.67 | 1.46 | 1.83 | 1.94 | 1.89 | 4.08 | 1.88 | 1.00 |
| Standard Deviation(%) | NA | 9.83 | 8.99 | 9.02 | 8.91 | NA | NA | … | … | 9.62 | 9.84 | 6.98 | 9.80 | 8.89 | 9.21 | 5.30 | 16.56 | 5.14 | 5.40 | 5.25 | 6.13 | 7.11 | 6.03 | 11.08 | 11.78 | 10.27 | 5.96 | 12.45 | 10.00 | 6.78 | 8.87 | 5.42 | 4.97 | 5.43 |
| Draw Down(%) | NA | 8.40 | 18.04 | 20.41 | 26.48 | NA | NA | … | … | 0.74 | 8.40 | 5.83 | 15.45 | 5.30 | 6.49 | 6.10 | 23.16 | 2.12 | 2.80 | 8.28 | 6.08 | 4.84 | 6.68 | 12.73 | 11.14 | 5.39 | 7.19 | 10.15 | 14.89 | 6.74 | 10.27 | 2.72 | 4.06 | 4.46 |
| Yield(%) | NA | 3.59 | 3.22 | 3.47 | 3.32 | NA | NA | … | … | NA | 0.87 | 3.18 | 1.78 | 3.92 | 4.32 | 3.92 | 2.45 | 0.23 | 3.14 | 5.95 | 3.80 | 2.24 | 3.67 | 3.54 | 3.84 | 5.71 | 3.74 | 6.62 | 5.05 | 4.03 | 3.09 | 3.47 | 5.94 | 7.79 |
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 |
|---|---|---|---|---|
| QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
-5.97%
Oct 2017 – Oct 2020 |
-4.44%
Feb 2018 – Feb 2023 |
-0.28%
Oct 2013 – Oct 2023 |
1.28%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
24.02%
Oct 2004 – Oct 2007 |
20.88%
Oct 2002 – Oct 2007 |
14.23%
Apr 2001 – Apr 2011 |
9.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart