Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate | 0.90% | 17.43% | 12.40% | 6.61% | 8.11% | 7.71% | 8.62% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate | 12/31/2000 | 06/05/2026 |
| 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 (%) | 0.21 | 17.43 | 12.40 | 6.61 | 8.11 | 7.71 | 8.62 | … | … | 0.90 | 17.35 | 9.86 | 12.37 | -11.88 | 10.43 | 6.91 | 18.92 | -0.32 | 14.62 | 5.70 | 0.41 | 7.61 | 12.79 | 17.14 | 0.86 | 18.74 | 19.81 | -0.11 | 8.73 | 13.39 | 9.18 | 20.44 | 22.79 | -0.02 | 0.67 |
| Sharpe Ratio | NA | 2.32 | 1.41 | 0.50 | 0.72 | NA | NA | … | … | 0.73 | 1.60 | 0.90 | 1.30 | -1.21 | 1.35 | 0.35 | 2.93 | -0.17 | 3.27 | 0.62 | 0.05 | 1.25 | 1.84 | 2.37 | 0.06 | 1.68 | 2.00 | -0.81 | 0.54 | 1.27 | 1.11 | 2.41 | 3.64 | -0.41 | -0.56 |
| Standard Deviation(%) | NA | 7.62 | 7.84 | 8.43 | 9.78 | NA | NA | … | … | 8.76 | 9.02 | 6.95 | 6.72 | 11.01 | 7.71 | 19.29 | 5.95 | 10.08 | 4.27 | 8.78 | 7.81 | 6.09 | 6.94 | 7.19 | 14.44 | 11.08 | 9.86 | 1.32 | 10.28 | 7.87 | 6.23 | 8.07 | 6.06 | 2.88 | 3.14 |
| Draw Down(%) | NA | 5.99 | 9.93 | 17.77 | 26.91 | NA | NA | … | … | 5.99 | 9.93 | 3.94 | 5.41 | 17.56 | 3.49 | 26.91 | 2.61 | 11.19 | 1.58 | 7.88 | 7.96 | 5.61 | 7.24 | 5.93 | 12.70 | 8.43 | 4.66 | 1.62 | 7.42 | 8.92 | 4.60 | 8.74 | 4.70 | 3.62 | 4.96 |
| Yield(%) | NA | 4.56 | 5.28 | 4.71 | 4.32 | NA | NA | … | … | NA | 1.08 | 5.65 | 4.85 | 4.79 | 4.71 | 2.87 | 5.00 | 5.46 | 3.96 | 2.75 | 4.16 | 4.53 | 4.02 | 5.23 | 3.46 | 5.41 | 4.95 | 0.90 | 8.40 | 7.12 | 5.40 | 6.61 | 5.30 | 1.63 | 2.55 |
Data as of 03/31/2026, 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 |
|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate |
0.62%
Sep 2019 – Sep 2022 |
3.15%
Mar 2015 – Mar 2020 |
5.42%
Oct 2013 – Oct 2023 |
7.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate |
20.48%
Apr 2003 – Apr 2006 |
15.61%
Oct 2002 – Oct 2007 |
13.87%
Apr 2003 – Apr 2013 |
11.94%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart