Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YAHOO INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.07% | 2.21% | 6.87% | 5.89% | 7.33% | 6.68% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAHOO INC. 401K 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 (%) | -1.01 | 25.07 | 2.21 | 6.87 | 5.89 | 7.33 | 6.68 | … | … | 0.36 | 8.87 | 11.28 | -13.37 | 5.89 | 18.80 | 20.56 | -7.20 | 9.86 | 7.72 | -1.10 | 6.06 | 15.23 | 11.84 | -1.50 | 15.46 | 26.38 | -25.09 | 9.32 | 11.44 | 8.50 | 13.22 | 24.05 | -3.81 | 11.18 |
| Sharpe Ratio | NA | 0.40 | -0.19 | 0.26 | 0.40 | NA | NA | … | … | 0.04 | 0.25 | 0.87 | -1.06 | 0.63 | 1.00 | 2.95 | -0.88 | 1.95 | 0.95 | -0.14 | 0.97 | 2.28 | 1.69 | -0.11 | 1.32 | 1.50 | -1.21 | 0.67 | 1.11 | 1.00 | 1.51 | 3.20 | -0.55 | 1.03 |
| Standard Deviation(%) | NA | 8.92 | 10.64 | 12.41 | 10.26 | NA | NA | … | … | 7.88 | 8.99 | 8.07 | 13.89 | 9.31 | 18.51 | 6.50 | 9.63 | 4.74 | 7.87 | 8.08 | 6.25 | 6.68 | 6.99 | 13.59 | 11.65 | 17.52 | 21.49 | 9.47 | 7.34 | 6.30 | 8.13 | 7.29 | 8.90 | 8.62 |
| Draw Down(%) | NA | 5.74 | 19.23 | 22.00 | 22.00 | NA | NA | … | … | 0.71 | 5.74 | 8.55 | 19.67 | 6.64 | 22.00 | 3.35 | 14.79 | 2.04 | 6.66 | 7.97 | 5.12 | 5.81 | 5.65 | 13.90 | 8.03 | 18.05 | 35.61 | 6.76 | 8.73 | 4.63 | 8.07 | 6.32 | 17.51 | 11.70 |
| Yield(%) | NA | 4.70 | 4.34 | 4.02 | 3.69 | NA | NA | … | … | NA | 0.88 | 4.34 | 3.58 | 4.06 | 4.18 | 3.22 | 3.92 | 0.34 | 3.44 | 3.73 | 5.56 | 3.70 | 3.03 | 2.02 | 2.24 | 2.18 | 3.24 | 8.49 | 6.99 | 6.14 | 3.76 | 2.48 | 2.72 | 3.36 |
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 |
|---|---|---|---|---|
| YAHOO INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.77%
Feb 2006 – Feb 2009 |
-0.86%
Feb 2004 – Feb 2009 |
4.34%
Oct 2013 – Oct 2023 |
4.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAHOO INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.73%
Feb 2009 – Feb 2012 |
16.30%
Feb 2009 – Feb 2014 |
10.02%
Feb 2009 – Feb 2019 |
9.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart