Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 3PAR INC 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 31.88% | -2.26% | 8.01% | 7.57% | 8.68% | 7.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 3PAR 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 (%) | -0.15 | 31.88 | -2.26 | 8.01 | 7.57 | 8.68 | 7.82 | … | … | 0.75 | 13.50 | 23.65 | -32.83 | 9.64 | 38.24 | 19.93 | -2.18 | 13.21 | 4.61 | 4.73 | 5.86 | 17.54 | 16.65 | -1.53 | 13.33 | 23.91 | -24.84 | 11.91 | 10.08 | 11.51 | 11.53 | 27.33 | -13.47 | -9.66 |
| Sharpe Ratio | NA | 0.85 | -0.23 | 0.28 | 0.45 | NA | NA | … | … | 0.07 | 0.59 | 1.52 | -1.48 | 0.54 | 2.11 | 2.27 | -0.31 | 3.06 | 0.53 | 0.54 | 0.90 | 2.50 | 2.09 | -0.10 | 1.13 | 1.41 | -1.13 | 0.96 | 0.88 | 1.47 | 1.39 | 2.70 | -1.07 | -0.83 |
| Standard Deviation(%) | NA | 11.50 | 16.65 | 17.22 | 13.54 | NA | NA | … | … | 9.57 | 11.67 | 12.78 | 23.10 | 17.84 | 17.98 | 8.17 | 11.25 | 4.11 | 8.24 | 8.63 | 6.48 | 7.01 | 7.93 | 15.98 | 11.72 | 16.90 | 22.75 | 9.25 | 7.73 | 6.34 | 7.63 | 9.87 | 13.65 | 14.39 |
| Draw Down(%) | NA | 6.62 | 32.34 | 39.68 | 39.68 | NA | NA | … | … | 0.74 | 6.62 | 11.95 | 35.46 | 8.71 | 21.91 | 4.67 | 14.00 | 1.82 | 8.30 | 7.17 | 5.05 | 6.00 | 6.08 | 16.19 | 9.50 | 18.06 | 35.62 | 5.74 | 8.58 | 4.38 | 6.55 | 6.69 | 20.28 | 24.22 |
| Yield(%) | NA | 3.71 | 6.61 | 6.29 | 5.51 | NA | NA | … | … | NA | 0.73 | 3.71 | 1.87 | 13.25 | 6.22 | 6.44 | 7.87 | 0.38 | 3.16 | 7.88 | 4.88 | 4.06 | 4.05 | 3.24 | 4.17 | 3.91 | 4.29 | 7.32 | 5.29 | 2.48 | 2.58 | 2.51 | 2.85 | 3.09 |
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 |
|---|---|---|---|---|
| 3PAR INC 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.00%
Feb 2006 – Feb 2009 |
-0.20%
Feb 2004 – Feb 2009 |
5.43%
Oct 2013 – Oct 2023 |
5.37%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3PAR INC 401K PLAN Strategic Asset Allocation – Optimal Moderate |
22.04%
Dec 2018 – Dec 2021 |
16.78%
Feb 2009 – Feb 2014 |
12.54%
Sep 2011 – Sep 2021 |
10.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart