Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Asset Allocation Composite Moderate | 5.04% | 31.74% | 27.14% | 16.74% | 13.99% | 11.44% | 11.19% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Oracle Corporation 401(k) Savings and Investment 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 (%) | 0.15 | 31.74 | 27.14 | 16.74 | 13.99 | 11.44 | 11.19 | … | … | 5.04 | 29.39 | 23.80 | 27.49 | -0.04 | 5.20 | 15.33 | 19.07 | -2.51 | 15.87 | 6.53 | -1.85 | 4.92 | 18.01 | 16.28 | -0.39 | 12.71 | 27.37 | -5.05 | 6.98 | 13.53 | 7.67 | 15.47 | 26.01 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 4.09 | 2.84 | 1.73 | 1.51 | NA | NA | … | … | 0.67 | 3.09 | 2.46 | 3.41 | -0.16 | 0.55 | 1.75 | 2.54 | -0.36 | 3.03 | 1.04 | -0.26 | 0.71 | 2.72 | 2.10 | -0.03 | 1.40 | 2.95 | -0.93 | 0.41 | 1.45 | 0.91 | 2.18 | 3.92 | 2.21 | 1.15 |
| Standard Deviation(%) | NA | 7.73 | 8.16 | 8.40 | 8.32 | NA | NA | … | … | 9.01 | 8.57 | 8.22 | 6.98 | 9.34 | 9.48 | 8.60 | 6.93 | 10.69 | 5.03 | 6.08 | 7.30 | 6.94 | 6.60 | 7.74 | 14.37 | 8.99 | 9.24 | 6.44 | 9.30 | 6.97 | 5.95 | 6.63 | 6.46 | 4.08 | 5.43 |
| Draw Down(%) | NA | 5.56 | 8.38 | 15.06 | 15.06 | NA | NA | … | … | 5.56 | 8.38 | 5.59 | 3.05 | 11.50 | 6.75 | 10.90 | 3.34 | 12.33 | 1.39 | 4.01 | 7.31 | 5.35 | 4.10 | 6.03 | 13.37 | 7.96 | 4.35 | 5.85 | 6.62 | 7.41 | 4.27 | 5.85 | 2.75 | 2.44 | 4.10 |
| Yield(%) | NA | 15.18 | 12.55 | 9.37 | 6.40 | NA | NA | … | … | NA | NA | 4.57 | 14.49 | 13.49 | 4.19 | 6.58 | 2.99 | 3.81 | 4.44 | 3.79 | 1.62 | 3.72 | 4.29 | 4.00 | 2.16 | 4.23 | 5.47 | 3.89 | 6.46 | 4.77 | 3.46 | 3.87 | 3.81 | 8.14 | 8.82 |
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 |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Asset Allocation Composite Moderate |
3.13%
Dec 2013 – Dec 2016 |
4.38%
Dec 2013 – Dec 2018 |
7.42%
Jun 2012 – Jun 2022 |
7.74%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Asset Allocation Composite Moderate |
27.25%
Feb 2023 – Feb 2026 |
18.43%
Oct 2020 – Oct 2025 |
14.12%
Apr 2016 – Apr 2026 |
11.48%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart