Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ford Motor 401K Asset Allocation Composite Moderate | 4.97% | 31.64% | 24.62% | 15.83% | 12.68% | 10.22% | 9.63% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ford Motor 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 (%) | 0.13 | 31.64 | 24.62 | 15.83 | 12.68 | 10.22 | 9.63 | … | … | 4.97 | 28.37 | 19.81 | 26.40 | -4.14 | 11.06 | 11.66 | 17.93 | -4.45 | 15.04 | 5.33 | -1.95 | 5.68 | 18.63 | 11.38 | -1.98 | 6.59 | 15.63 | -1.81 | 8.58 | 12.62 | 9.50 | 11.94 | 24.34 | 3.22 | 3.44 |
| Sharpe Ratio | NA | 3.61 | 3.01 | 1.66 | 1.37 | NA | NA | … | … | 0.57 | 2.82 | 2.99 | 2.93 | -0.49 | 1.14 | 1.37 | 2.33 | -0.60 | 2.86 | 0.87 | -0.28 | 0.80 | 2.68 | 1.33 | -0.13 | 0.69 | 1.85 | -0.71 | 0.57 | 1.24 | 1.11 | 1.35 | 3.33 | 88.83 | 81.40 |
| Standard Deviation(%) | NA | 7.92 | 7.28 | 8.32 | 8.16 | NA | NA | … | … | 10.10 | 9.02 | 5.42 | 7.75 | 11.38 | 9.70 | 8.34 | 7.07 | 9.72 | 5.04 | 5.91 | 6.96 | 7.08 | 6.94 | 8.54 | 15.08 | 9.45 | 8.40 | 3.90 | 9.50 | 7.40 | 6.53 | 8.14 | 7.10 | 0.02 | 0.01 |
| Draw Down(%) | NA | 5.80 | 8.12 | 14.87 | 14.87 | NA | NA | … | … | 5.80 | 8.12 | 4.62 | 4.73 | 13.88 | 5.25 | 10.91 | 3.57 | 12.56 | 1.55 | 4.31 | 6.86 | 4.59 | 4.44 | 7.41 | 14.12 | 8.50 | 4.66 | 6.99 | 6.47 | 8.21 | 4.10 | 6.77 | 2.78 | 0.00 | 0.00 |
| Yield(%) | NA | 14.89 | 12.49 | 8.63 | 5.79 | NA | NA | … | … | NA | NA | 4.46 | 14.45 | 13.67 | 3.91 | 4.00 | 1.53 | 4.31 | 2.92 | 3.25 | 1.40 | 3.00 | 3.34 | 1.86 | 2.03 | 1.90 | 2.30 | 2.34 | 3.69 | 3.48 | 1.73 | 1.78 | 2.31 | 3.22 | 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 |
|---|---|---|---|---|
| Ford Motor 401K Asset Allocation Composite Moderate |
2.96%
Dec 2013 – Dec 2016 |
3.71%
Dec 2013 – Dec 2018 |
6.25%
May 2007 – May 2017 |
6.21%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ford Motor 401K Asset Allocation Composite Moderate |
24.80%
Dec 2022 – Dec 2025 |
17.35%
Oct 2020 – Oct 2025 |
12.68%
Feb 2016 – Feb 2026 |
10.25%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart