Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sun Microsystems 401(k) Plan Strategic Asset Allocation – Optimal Moderate | NA | 25.18% | 2.21% | 6.68% | 6.63% | 8.40% | 7.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sun Microsystems 401(k) Plan 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 (%) | -0.87 | 25.18 | 2.21 | 6.68 | 6.63 | 8.40 | 7.57 | … | … | 0.40 | 9.32 | 19.49 | -16.07 | 1.25 | 20.83 | 18.66 | -4.85 | 14.22 | 5.49 | 1.50 | 7.42 | 20.43 | 13.03 | -0.04 | 16.55 | 37.98 | -30.41 | 6.33 | 12.55 | 9.18 | 16.37 | 24.29 | -4.64 | 9.88 |
| Sharpe Ratio | NA | 0.48 | -0.03 | 0.26 | 0.43 | NA | NA | … | … | 0.04 | 0.33 | 1.56 | -1.11 | 0.12 | 1.04 | 2.24 | -0.58 | 3.02 | 0.61 | 0.17 | 1.13 | 2.80 | 1.64 | 0.00 | 1.41 | 1.97 | -1.26 | 0.36 | 1.22 | 1.08 | 2.14 | 3.15 | -0.53 | 0.74 |
| Standard Deviation(%) | NA | 8.08 | 11.69 | 13.41 | 11.13 | NA | NA | … | … | 8.32 | 8.17 | 9.74 | 15.72 | 9.89 | 19.75 | 7.69 | 10.63 | 4.49 | 8.61 | 8.70 | 6.54 | 7.28 | 7.91 | 14.72 | 11.67 | 19.20 | 24.79 | 9.34 | 7.63 | 6.51 | 7.21 | 7.49 | 10.85 | 10.18 |
| Draw Down(%) | NA | 4.82 | 22.81 | 27.66 | 27.66 | NA | NA | … | … | 0.70 | 4.79 | 8.38 | 23.47 | 7.78 | 22.62 | 3.63 | 12.26 | 1.52 | 7.45 | 7.53 | 5.60 | 5.01 | 6.27 | 13.76 | 9.39 | 20.94 | 41.56 | 6.71 | 7.60 | 4.29 | 6.30 | 7.33 | 15.80 | 12.15 |
| Yield(%) | NA | 4.20 | 3.34 | 4.44 | 5.32 | NA | NA | … | … | NA | 0.71 | 4.15 | 2.55 | 3.29 | 8.75 | 2.99 | 8.89 | 7.77 | 3.67 | 5.57 | 5.73 | 1.81 | 1.80 | 2.56 | 2.04 | 2.59 | 3.94 | 4.80 | 4.73 | 3.12 | 3.87 | 1.57 | 2.12 | 3.94 |
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 |
|---|---|---|---|---|
| Sun Microsystems 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
-11.23%
Feb 2006 – Feb 2009 |
-2.72%
Feb 2004 – Feb 2009 |
5.19%
Oct 2013 – Oct 2023 |
5.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sun Microsystems 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
25.60%
Feb 2009 – Feb 2012 |
21.06%
Feb 2009 – Feb 2014 |
13.07%
Feb 2009 – Feb 2019 |
11.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart