Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American Funds 401K Corporate Offering Strategic Asset Allocation – Optimal Moderate | NA | 24.24% | 2.70% | 7.62% | 6.16% | 7.30% | 6.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Funds 401K Corporate Offering 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 (%) | -0.83 | 24.24 | 2.70 | 7.62 | 6.16 | 7.30 | 6.21 | … | … | 0.37 | 6.42 | 15.52 | -16.14 | 9.19 | 21.48 | 16.62 | -4.27 | 10.96 | 2.67 | 0.78 | 6.64 | 12.70 | 11.94 | 1.41 | 11.44 | 26.89 | -29.33 | 7.73 | 11.39 | 7.27 | 8.07 | 15.25 | -4.43 | 2.31 |
| Sharpe Ratio | NA | 0.13 | -0.21 | 0.33 | 0.42 | NA | NA | … | … | 0.04 | -0.02 | 1.34 | -1.26 | 1.03 | 1.22 | 2.31 | -0.60 | 2.32 | 0.31 | 0.09 | 1.04 | 1.90 | 1.68 | 0.11 | 1.14 | 1.86 | -1.52 | 0.56 | 1.32 | 0.92 | 1.07 | 1.95 | -0.58 | 0.01 |
| Standard Deviation(%) | NA | 9.12 | 10.82 | 12.14 | 10.05 | NA | NA | … | … | 7.98 | 9.19 | 8.42 | 13.95 | 8.90 | 17.47 | 6.58 | 9.22 | 4.46 | 7.93 | 8.04 | 6.38 | 6.66 | 7.10 | 12.39 | 9.99 | 14.41 | 19.91 | 8.50 | 6.14 | 5.53 | 6.64 | 7.48 | 9.53 | 0.05 |
| Draw Down(%) | NA | 6.80 | 20.92 | 22.01 | 22.01 | NA | NA | … | … | 0.69 | 6.80 | 8.17 | 22.01 | 5.52 | 20.22 | 3.06 | 11.51 | 2.97 | 7.38 | 7.84 | 4.52 | 5.43 | 5.65 | 10.94 | 8.18 | 15.52 | 37.29 | 6.08 | 6.68 | 4.21 | 5.90 | 7.35 | 11.64 | 0.00 |
| Yield(%) | NA | 4.64 | 4.30 | 3.93 | 3.68 | NA | NA | … | … | NA | 0.57 | 4.61 | 2.87 | 4.81 | 4.13 | 2.97 | 4.53 | 0.22 | 1.19 | 5.44 | 6.04 | 1.00 | 2.28 | 1.73 | 2.13 | 2.81 | 3.69 | 6.85 | 6.03 | 3.32 | 2.48 | 1.82 | 0.79 | 2.31 |
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 |
|---|---|---|---|---|
| American Funds 401K Corporate Offering Strategic Asset Allocation – Optimal Moderate |
-9.21%
Feb 2006 – Feb 2009 |
-2.80%
Feb 2004 – Feb 2009 |
3.92%
Sep 2001 – Sep 2011 |
3.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Funds 401K Corporate Offering Strategic Asset Allocation – Optimal Moderate |
19.17%
Feb 2009 – Feb 2012 |
15.46%
Feb 2009 – Feb 2014 |
9.63%
Feb 2009 – Feb 2019 |
8.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart