Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Intel Corporation 401(k) Savings Plan Asset Allocation Composite Moderate | 5.92% | 33.09% | 25.03% | 14.33% | 12.36% | 9.45% | 9.08% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intel Corporation 401(k) Savings Plan Asset Allocation Composite 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 (%) | 0.05 | 33.09 | 25.03 | 14.33 | 12.36 | 9.45 | 9.08 | … | … | 5.92 | 28.40 | 19.74 | 21.79 | -2.05 | 4.24 | 15.30 | 19.26 | -5.34 | 11.97 | 7.73 | -7.94 | 3.70 | 16.01 | 14.25 | -0.74 | 5.82 | 15.15 | -0.39 | 10.89 | 9.67 | 4.27 | 15.01 | 25.52 | 4.23 | 3.44 |
| Sharpe Ratio | NA | 4.01 | 3.19 | 1.65 | 1.28 | NA | NA | … | … | 0.78 | 2.95 | 2.95 | 2.63 | -0.38 | 0.41 | 1.36 | 2.57 | -0.65 | 2.10 | 0.99 | -1.02 | 0.55 | 2.36 | 1.76 | -0.05 | 0.58 | 1.65 | -0.34 | 0.74 | 0.79 | 0.30 | 1.67 | 3.26 | 1.73 | 81.40 |
| Standard Deviation(%) | NA | 7.96 | 7.17 | 7.68 | 8.32 | NA | NA | … | … | 9.84 | 8.66 | 5.46 | 6.89 | 9.18 | 10.22 | 11.09 | 6.92 | 10.34 | 5.40 | 7.62 | 7.83 | 6.67 | 6.78 | 8.06 | 15.48 | 9.79 | 9.14 | 3.96 | 10.40 | 7.89 | 6.73 | 8.39 | 7.61 | 1.78 | 0.01 |
| Draw Down(%) | NA | 5.78 | 7.82 | 13.71 | 13.71 | NA | NA | … | … | 5.78 | 7.82 | 5.12 | 3.79 | 11.77 | 4.95 | 11.33 | 3.16 | 13.47 | 1.62 | 5.16 | 12.11 | 5.55 | 4.46 | 6.07 | 14.40 | 8.57 | 4.70 | 5.75 | 8.03 | 8.92 | 5.36 | 7.91 | 3.41 | 1.12 | 0.00 |
| Yield(%) | NA | 15.50 | 12.95 | 9.13 | 5.69 | NA | NA | … | … | NA | NA | 4.76 | 15.59 | 13.01 | 3.67 | 4.03 | 3.17 | 2.79 | 2.37 | 2.32 | 1.91 | 2.01 | 2.79 | 4.13 | 2.41 | 3.75 | 3.13 | 2.44 | 3.02 | 5.13 | 3.79 | 3.58 | 5.17 | 3.05 | 3.44 |
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 |
|---|---|---|---|---|
| Intel Corporation 401(k) Savings Plan Asset Allocation Composite Moderate |
0.94%
Dec 2013 – Dec 2016 |
1.74%
Dec 2013 – Dec 2018 |
4.83%
Apr 2010 – Apr 2020 |
5.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intel Corporation 401(k) Savings Plan Asset Allocation Composite Moderate |
25.14%
Apr 2023 – Apr 2026 |
15.69%
Oct 2020 – Oct 2025 |
12.36%
Feb 2016 – Feb 2026 |
9.48%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart