Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Tactical Asset Allocation Moderate | NA | -1.98% | 4.99% | 2.44% | 5.77% | 6.80% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | -1.98 | 4.99 | 2.44 | 5.77 | 6.80 | NA | … | … | -2.17 | 10.85 | 6.56 | -5.72 | -0.34 | 19.05 | 4.67 | -3.12 | 10.58 | 17.76 | 2.27 | 10.51 | 13.05 | 3.85 | 12.09 | 20.84 | 2.81 | 8.08 |
| Sharpe Ratio | NA | -0.50 | 0.73 | 0.22 | 0.72 | NA | NA | … | … | -0.50 | 1.99 | 1.28 | -1.14 | -0.06 | 2.39 | 1.06 | -0.30 | 1.08 | 2.01 | 0.25 | 0.80 | 1.19 | 0.28 | 1.45 | 3.30 | 0.35 | 1.11 |
| Standard Deviation(%) | NA | 6.98 | 5.77 | 5.62 | 7.24 | NA | NA | … | … | 6.98 | 5.13 | 4.97 | 5.03 | 5.73 | 7.96 | 4.34 | 10.57 | 9.69 | 8.79 | 5.45 | 9.35 | 8.20 | 6.04 | 7.66 | 6.10 | 4.94 | 5.22 |
| Draw Down(%) | NA | 7.35 | 7.35 | 9.45 | 11.74 | NA | NA | … | … | 7.35 | 2.03 | 3.46 | 8.56 | 6.20 | 5.07 | 3.84 | 11.74 | 6.45 | 4.81 | 4.17 | 6.72 | 9.37 | 5.14 | 6.48 | 3.22 | 5.52 | 4.19 |
| Yield(%) | NA | 3.33 | 2.09 | 2.30 | 3.21 | NA | NA | … | … | 3.31 | 0.23 | 2.72 | 1.78 | 3.47 | 4.80 | 4.25 | 2.15 | 4.22 | 5.01 | 4.15 | 4.36 | 5.80 | 2.35 | 3.04 | 3.83 | 6.41 | 8.05 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Tactical Asset Allocation Moderate |
0.04%
Dec 2013 – Dec 2016 |
2.21%
Apr 2011 – Apr 2016 |
5.69%
Mar 2008 – Mar 2018 |
6.73%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Tactical Asset Allocation Moderate |
14.16%
Apr 2003 – Apr 2006 |
12.93%
Oct 2002 – Oct 2007 |
10.47%
Apr 2001 – Apr 2011 |
8.15%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart