Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cisco 401K Plan Asset Allocation Composite Moderate | NA | -2.45% | 6.18% | 4.88% | 9.05% | 9.00% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cisco 401K Plan Asset Allocation Composite Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | -2.45 | 6.18 | 4.88 | 9.05 | 9.00 | NA | … | … | 104.50 | 15.40 | 8.26 | -1.31 | 4.46 | 18.01 | 11.81 | -0.83 | 9.94 | 26.07 | -2.19 | 14.52 | 11.09 | 8.27 | 13.43 | 29.30 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 1.32 | 0.79 | 0.59 | 0.64 | NA | NA | … | … | 1.32 | 2.98 | 1.12 | -0.19 | 0.61 | 2.42 | 1.47 | -0.06 | 0.97 | 2.83 | -0.41 | 1.21 | 0.96 | 0.88 | 1.42 | 4.43 | 2.22 | 1.17 |
| Standard Deviation(%) | NA | 78.34 | 45.49 | 35.53 | 26.16 | NA | NA | … | … | 78.34 | 4.95 | 7.23 | 7.18 | 7.26 | 7.42 | 8.02 | 14.90 | 10.18 | 9.18 | 7.68 | 9.54 | 8.12 | 6.94 | 8.77 | 6.45 | 4.08 | 5.43 |
| Draw Down(%) | NA | 9.55 | 9.55 | 9.55 | 14.74 | NA | NA | … | … | 9.55 | 1.62 | 4.73 | 7.37 | 5.13 | 6.14 | 7.00 | 14.74 | 8.68 | 4.80 | 8.46 | 6.25 | 8.39 | 5.29 | 7.64 | 2.46 | 2.44 | 4.10 |
| Yield(%) | NA | 13.85 | 9.01 | 7.72 | 6.31 | NA | NA | … | … | 13.77 | 6.96 | 5.83 | 6.31 | 5.55 | 5.43 | 5.24 | 3.73 | 4.20 | 5.26 | 9.20 | 4.42 | 3.54 | 5.51 | 5.21 | 4.28 | 8.14 | 8.82 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| Cisco 401K Plan Asset Allocation Composite Moderate |
3.73%
Dec 2013 – Dec 2016 |
4.88%
Oct 2013 – Oct 2018 |
8.22%
Oct 2007 – Oct 2017 |
9.00%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cisco 401K Plan Asset Allocation Composite Moderate |
38.40%
Nov 2015 – Nov 2018 |
22.68%
Nov 2013 – Nov 2018 |
17.82%
Nov 2008 – Nov 2018 |
14.75%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison Chart