Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Accenture 401K Strategic Asset Allocation – Optimal Moderate | NA | 26.41% | 0.60% | 5.42% | 5.34% | 6.88% | 6.54% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Accenture 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 (%) | -1.18 | 26.41 | 0.60 | 5.42 | 5.34 | 6.88 | 6.54 | … | … | 0.05 | 9.97 | 10.48 | -16.33 | 3.96 | 17.58 | 19.10 | -5.64 | 11.47 | 5.20 | 0.04 | 4.58 | 12.34 | 14.79 | -1.64 | 14.61 | 30.70 | -25.50 | 12.20 | 9.82 | 9.59 | 11.86 | 25.15 | -1.43 | 4.29 |
| Sharpe Ratio | NA | 0.47 | -0.27 | 0.15 | 0.32 | NA | NA | … | … | 0.00 | 0.40 | 0.71 | -1.27 | 0.42 | 0.92 | 2.58 | -0.74 | 2.14 | 0.58 | 0.00 | 0.75 | 1.59 | 1.91 | -0.11 | 1.17 | 1.53 | -1.07 | 0.83 | 0.88 | 1.18 | 1.42 | 3.22 | -0.28 | 0.24 |
| Standard Deviation(%) | NA | 8.49 | 10.72 | 12.59 | 10.54 | NA | NA | … | … | 7.63 | 8.52 | 8.75 | 13.98 | 9.39 | 18.90 | 6.84 | 9.44 | 5.06 | 8.63 | 9.23 | 6.05 | 7.74 | 7.74 | 14.61 | 12.36 | 20.03 | 24.62 | 11.12 | 7.44 | 6.27 | 7.67 | 7.60 | 9.20 | 8.40 |
| Draw Down(%) | NA | 5.58 | 21.40 | 24.87 | 24.87 | NA | NA | … | … | 0.73 | 5.54 | 9.02 | 22.06 | 6.47 | 21.94 | 3.11 | 12.29 | 2.22 | 7.01 | 10.56 | 5.27 | 7.88 | 5.92 | 14.18 | 8.98 | 18.28 | 38.52 | 6.69 | 7.55 | 4.11 | 8.06 | 5.43 | 12.58 | 10.37 |
| Yield(%) | NA | 4.80 | 4.15 | 4.21 | 3.94 | NA | NA | … | … | NA | 0.82 | 4.60 | 3.17 | 3.88 | 5.74 | 2.74 | 4.71 | 0.54 | 4.19 | 4.81 | 4.49 | 3.26 | 3.97 | 2.82 | 3.56 | 3.15 | 3.89 | 4.98 | 4.04 | 3.49 | 3.72 | 3.22 | 3.15 | 3.67 |
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 |
|---|---|---|---|---|
| Accenture 401K Strategic Asset Allocation – Optimal Moderate |
-7.80%
Feb 2006 – Feb 2009 |
-0.97%
Feb 2004 – Feb 2009 |
3.46%
Oct 2013 – Oct 2023 |
4.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Accenture 401K Strategic Asset Allocation – Optimal Moderate |
21.85%
Feb 2009 – Feb 2012 |
16.93%
Feb 2009 – Feb 2014 |
10.45%
Feb 2009 – Feb 2019 |
8.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart