Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Asset Allocation Composite Moderate | NA | 21.41% | 3.81% | 7.17% | 6.69% | 7.49% | 8.48% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Asset Allocation Composite Moderate | 12/31/2000 | 12/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.44 | 21.41 | 3.81 | 7.17 | 6.69 | 7.49 | 8.48 | … | … | 13.50 | 8.41 | -12.82 | 9.59 | 15.81 | 21.43 | -3.45 | 16.45 | 5.08 | -2.62 | 1.74 | 17.34 | 14.65 | -1.22 | 13.35 | 24.40 | -0.06 | 5.38 | 14.50 | 8.11 | 14.04 | 27.44 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 1.24 | -0.01 | 0.47 | 0.58 | NA | NA | … | … | 0.80 | 0.56 | -1.51 | 0.85 | 1.71 | 2.55 | -0.45 | 2.85 | 0.70 | -0.35 | 0.23 | 2.10 | 1.69 | -0.08 | 1.25 | 2.45 | -0.13 | 0.23 | 1.39 | 0.86 | 1.62 | 3.88 | 2.22 | 1.17 |
| Standard Deviation(%) | NA | 8.73 | 8.92 | 9.26 | 8.61 | NA | NA | … | … | 8.85 | 7.46 | 9.42 | 11.19 | 9.13 | 7.86 | 10.54 | 5.55 | 6.99 | 7.48 | 7.60 | 8.25 | 8.65 | 15.36 | 10.60 | 9.93 | 7.79 | 10.33 | 8.07 | 6.94 | 8.06 | 6.89 | 4.08 | 5.43 |
| Draw Down(%) | NA | 5.85 | 16.16 | 16.16 | 16.16 | NA | NA | … | … | 5.85 | 7.55 | 13.59 | 5.66 | 10.96 | 3.35 | 12.98 | 1.86 | 4.68 | 8.60 | 5.11 | 6.11 | 7.41 | 14.12 | 9.31 | 5.24 | 6.63 | 7.07 | 8.03 | 4.92 | 7.15 | 3.11 | 2.44 | 4.10 |
| Yield(%) | NA | 2.93 | 4.26 | 4.47 | 3.69 | NA | NA | … | … | 0.71 | 3.16 | 2.66 | 6.45 | 7.34 | 2.49 | 2.46 | 3.85 | 3.40 | 1.27 | 3.53 | 4.41 | 5.25 | 2.15 | 4.34 | 5.42 | 9.42 | 6.46 | 6.52 | 5.45 | 4.07 | 5.16 | 8.14 | 8.82 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Asset Allocation Composite Moderate |
0.38%
Apr 2021 – Apr 2024 |
3.20%
Dec 2013 – Dec 2018 |
4.75%
Oct 2013 – Oct 2023 |
7.39%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Asset Allocation Composite Moderate |
17.99%
Apr 2003 – Apr 2006 |
15.17%
May 2002 – May 2007 |
12.97%
Apr 2001 – Apr 2011 |
10.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart