Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| News America (News Corp) 401k Savings Plan Asset Allocation Composite Moderate | 4.86% | 17.41% | 11.80% | 7.10% | 8.25% | 7.49% | 8.33% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| News America (News Corp) 401k 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 (%) | 0.13 | 17.41 | 11.80 | 7.10 | 8.25 | 7.49 | 8.33 | … | … | 4.86 | 15.79 | 4.64 | 15.35 | -11.87 | 13.31 | 12.69 | 18.17 | -6.88 | 11.46 | 9.64 | -2.83 | 5.90 | 16.66 | 15.52 | -0.38 | 10.84 | 24.02 | 0.00 | 8.44 | 13.03 | 7.70 | 12.85 | 23.14 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 1.92 | 0.90 | 0.38 | 0.75 | NA | NA | … | … | 0.25 | 1.43 | 0.13 | 1.25 | -1.30 | 1.55 | 1.43 | 2.60 | -1.03 | 2.49 | 1.36 | -0.40 | 0.88 | 2.21 | 1.88 | -0.03 | 1.15 | 2.57 | -0.13 | 0.58 | 1.29 | 0.79 | 1.68 | 4.03 | 2.21 | 1.15 |
| Standard Deviation(%) | NA | 8.23 | 8.89 | 9.08 | 8.30 | NA | NA | … | … | 10.44 | 9.02 | 7.95 | 9.32 | 10.22 | 8.60 | 8.69 | 6.43 | 8.06 | 4.34 | 6.93 | 7.08 | 6.67 | 7.51 | 8.20 | 14.99 | 9.38 | 9.32 | 7.60 | 9.07 | 7.44 | 6.91 | 7.07 | 5.56 | 4.08 | 5.43 |
| Draw Down(%) | NA | 7.29 | 10.35 | 14.11 | 14.11 | NA | NA | … | … | 7.29 | 9.68 | 5.36 | 9.25 | 13.70 | 4.06 | 11.02 | 3.59 | 12.55 | 1.68 | 4.98 | 8.53 | 5.49 | 6.09 | 6.56 | 14.85 | 8.26 | 4.60 | 6.63 | 6.55 | 7.45 | 4.51 | 6.18 | 2.81 | 2.44 | 4.10 |
| Yield(%) | NA | 4.47 | 4.76 | 4.12 | 4.72 | NA | NA | … | … | NA | NA | 0.73 | 4.41 | 6.95 | 1.80 | 3.80 | 2.93 | 4.89 | 5.70 | 4.83 | 5.48 | 6.20 | 6.43 | 4.24 | 3.21 | 4.61 | 5.49 | 9.40 | 6.14 | 8.30 | 6.96 | 6.16 | 3.54 | 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 |
|---|---|---|---|---|
| News America (News Corp) 401k Savings Plan Asset Allocation Composite Moderate |
2.05%
Apr 2021 – Apr 2024 |
3.21%
Dec 2013 – Dec 2018 |
4.94%
Oct 2013 – Oct 2023 |
6.77%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| News America (News Corp) 401k Savings Plan Asset Allocation Composite Moderate |
15.73%
Jan 2003 – Jan 2006 |
14.24%
May 2002 – May 2007 |
12.32%
Apr 2001 – Apr 2011 |
10.26%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart