Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cadence Design Systems 401K Plan Strategic Asset Allocation – Optimal Moderate | NA | 8.15% | 4.68% | 9.30% | 7.30% | 8.16% | NA | … | … |
Data as of 09/30/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cadence Design Systems 401K Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 8.15 | 4.68 | 9.30 | 7.30 | 8.16 | NA | … | … | 3.44 | 1.10 | 4.06 | 18.24 | 15.27 | -0.81 | 12.42 | 27.08 | -21.36 | 16.99 | 12.66 | 7.19 | 12.37 | 23.34 | -5.90 | 1.87 |
| Sharpe Ratio | NA | 0.36 | 0.36 | 1.04 | 0.53 | NA | NA | … | … | 0.41 | 0.12 | 0.59 | 2.59 | 1.96 | -0.06 | 1.18 | 1.73 | -1.02 | 1.18 | 1.30 | 0.90 | 1.66 | 2.68 | -0.61 | -0.05 |
| Standard Deviation(%) | NA | 7.91 | 8.06 | 7.81 | 12.12 | NA | NA | … | … | 7.92 | 9.26 | 6.87 | 7.03 | 7.75 | 13.84 | 10.50 | 15.62 | 21.79 | 11.85 | 7.20 | 5.60 | 6.89 | 8.45 | 11.48 | 9.40 |
| Draw Down(%) | NA | 8.17 | 10.32 | 10.32 | 33.68 | NA | NA | … | … | 7.82 | 8.86 | 5.45 | 6.10 | 6.39 | 13.78 | 8.30 | 15.76 | 33.68 | 6.16 | 6.93 | 3.58 | 6.03 | 8.23 | 16.62 | 11.93 |
| Yield(%) | NA | 4.50 | 6.13 | 6.21 | 6.69 | NA | NA | … | … | 4.55 | 10.46 | 3.45 | 8.28 | 4.23 | 2.94 | 3.82 | 4.86 | 6.87 | 17.21 | 6.45 | 4.72 | 4.12 | 3.26 | 3.78 | 5.00 |
Data as of 09/30/2016, 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 |
|---|---|---|---|---|
| Cadence Design Systems 401K Plan Strategic Asset Allocation – Optimal Moderate |
-2.85%
Feb 2006 – Feb 2009 |
1.84%
Feb 2004 – Feb 2009 |
6.83%
Nov 2006 – Nov 2016 |
7.22%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cadence Design Systems 401K Plan Strategic Asset Allocation – Optimal Moderate |
18.86%
Feb 2009 – Feb 2012 |
16.81%
Feb 2009 – Feb 2014 |
10.53%
Mar 2003 – Mar 2013 |
8.14%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart