Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Strategic Asset Allocation – Optimal Moderate | 1.28% | 30.90% | 24.58% | 14.11% | 12.68% | 10.35% | 9.03% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOK FINANCIAL 401(k) PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -0.06 | 30.90 | 24.58 | 14.11 | 12.68 | 10.35 | 9.03 | … | … | 1.28 | 30.98 | 26.04 | 21.79 | -1.15 | -1.71 | 16.39 | 16.23 | 0.54 | 9.54 | 5.57 | 0.40 | 4.49 | 21.91 | 8.94 | 4.87 | 15.97 | 21.82 | -22.39 | 6.75 | 8.43 | 8.95 | 12.81 | 17.56 | -2.54 | 9.33 |
| Sharpe Ratio | NA | 3.21 | 2.23 | 1.03 | 0.92 | NA | NA | … | … | 0.16 | 2.31 | 2.39 | 2.01 | -0.19 | -0.15 | 0.78 | 1.77 | -0.08 | 1.61 | 0.63 | 0.04 | 0.57 | 3.07 | 1.04 | 0.30 | 1.28 | 1.28 | -1.08 | 0.40 | 0.77 | 1.00 | 1.56 | 1.77 | -0.31 | 0.73 |
| Standard Deviation(%) | NA | 9.28 | 10.00 | 11.11 | 11.57 | NA | NA | … | … | 8.43 | 12.18 | 9.37 | 9.03 | 13.90 | 11.58 | 20.67 | 8.35 | 10.46 | 5.53 | 8.52 | 8.95 | 7.79 | 7.12 | 8.55 | 15.98 | 12.42 | 16.97 | 21.58 | 9.05 | 6.50 | 6.68 | 7.58 | 9.52 | 12.08 | 9.46 |
| Draw Down(%) | NA | 5.14 | 10.63 | 17.29 | 24.29 | NA | NA | … | … | 5.14 | 10.26 | 4.94 | 6.57 | 12.16 | 9.22 | 24.02 | 3.94 | 13.08 | 2.23 | 9.49 | 7.04 | 5.89 | 3.12 | 5.95 | 13.52 | 10.24 | 15.73 | 32.09 | 6.18 | 6.41 | 3.61 | 4.83 | 7.66 | 14.92 | 10.81 |
| Yield(%) | NA | 17.01 | 10.60 | 7.96 | 6.13 | NA | NA | … | … | NA | NA | 4.86 | 15.56 | 8.77 | 1.42 | 6.30 | 1.56 | 4.62 | 1.30 | 3.94 | 5.91 | 6.03 | 3.45 | 1.10 | 5.77 | 2.19 | 1.60 | 2.52 | 6.42 | 6.16 | 2.88 | 3.28 | 1.40 | 1.92 | 4.15 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Strategic Asset Allocation – Optimal Moderate |
-7.15%
Feb 2006 – Feb 2009 |
-0.65%
Feb 2004 – Feb 2009 |
5.45%
Jan 2006 – Jan 2016 |
5.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Strategic Asset Allocation – Optimal Moderate |
26.22%
Dec 2022 – Dec 2025 |
17.25%
Feb 2009 – Feb 2014 |
12.68%
Feb 2016 – Feb 2026 |
10.66%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart