Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apple 401K Asset Allocation Composite Moderate | 5.50% | 30.26% | 22.41% | 14.04% | 11.74% | 9.14% | 9.57% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apple 401K 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 (%) | 0.26 | 30.26 | 22.41 | 14.04 | 11.74 | 9.14 | 9.57 | … | … | 5.50 | 28.00 | 14.18 | 20.92 | -2.18 | 8.98 | 12.92 | 19.93 | -4.50 | 12.79 | 5.66 | -4.18 | 4.02 | 13.39 | 15.00 | -3.57 | 13.59 | 25.07 | -5.21 | 9.75 | 12.69 | 8.25 | 13.81 | 21.46 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 3.84 | 2.38 | 1.45 | 1.30 | NA | NA | … | … | 0.63 | 3.06 | 1.46 | 2.54 | -0.39 | 1.02 | 1.61 | 2.91 | -0.68 | 2.65 | 0.78 | -0.64 | 0.63 | 1.79 | 1.86 | -0.23 | 1.33 | 2.60 | -0.95 | 0.72 | 1.40 | 1.05 | 1.99 | 3.64 | 2.21 | 1.15 |
| Standard Deviation(%) | NA | 6.89 | 7.69 | 7.92 | 7.70 | NA | NA | … | … | 8.77 | 8.21 | 7.25 | 6.79 | 9.14 | 8.76 | 7.86 | 6.34 | 8.61 | 4.58 | 7.01 | 6.57 | 6.37 | 7.46 | 8.02 | 15.52 | 10.12 | 9.61 | 6.51 | 9.17 | 6.60 | 5.69 | 6.45 | 5.70 | 4.08 | 5.43 |
| Draw Down(%) | NA | 5.71 | 7.44 | 12.37 | 12.37 | NA | NA | … | … | 5.71 | 7.44 | 5.45 | 3.64 | 12.37 | 5.23 | 9.30 | 2.87 | 10.67 | 1.71 | 4.86 | 8.30 | 4.71 | 6.33 | 6.16 | 15.50 | 8.25 | 4.48 | 6.01 | 6.23 | 6.87 | 3.87 | 5.03 | 2.52 | 2.44 | 4.10 |
| Yield(%) | NA | 14.88 | 12.69 | 9.39 | 6.38 | NA | NA | … | … | NA | NA | 4.50 | 15.34 | 13.23 | 3.58 | 4.94 | 4.39 | 3.61 | 5.38 | 2.67 | 2.21 | 3.08 | 3.20 | 4.10 | 2.64 | 4.15 | 6.07 | 3.95 | 5.30 | 4.47 | 3.32 | 3.27 | 3.58 | 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 |
|---|---|---|---|---|
| Apple 401K Asset Allocation Composite Moderate |
1.58%
Nov 2013 – Nov 2016 |
2.55%
Dec 2013 – Dec 2018 |
5.94%
Apr 2010 – Apr 2020 |
6.66%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apple 401K Asset Allocation Composite Moderate |
22.46%
Feb 2023 – Feb 2026 |
15.19%
Oct 2020 – Oct 2025 |
12.18%
Apr 2001 – Apr 2011 |
9.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart