Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cadence Design Systems 401K Plan Asset Allocation Composite Moderate | 3.96% | 16.94% | 10.09% | 4.93% | 8.01% | 7.28% | 7.05% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cadence Design Systems 401K 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 (%) | 0.06 | 16.94 | 10.09 | 4.93 | 8.01 | 7.28 | 7.05 | … | … | 3.96 | 14.52 | 5.67 | 7.35 | -10.34 | 7.47 | 12.95 | 21.16 | -4.24 | 14.39 | 7.44 | -3.04 | 5.45 | 19.30 | 16.16 | -0.84 | 1.68 | 14.28 | -2.58 | 11.61 | 7.80 | 8.94 | 10.94 | 18.58 | -4.67 | 2.31 |
| Sharpe Ratio | NA | 2.08 | 0.83 | 0.27 | 0.70 | NA | NA | … | … | 0.41 | 1.27 | 0.24 | 0.50 | -1.19 | 0.77 | 1.17 | 2.88 | -0.58 | 2.57 | 0.97 | -0.40 | 0.78 | 2.79 | 2.10 | -0.06 | 0.16 | 1.81 | -1.00 | 0.89 | 0.56 | 1.17 | 1.46 | 3.19 | -1.58 | -2.43 |
| Standard Deviation(%) | NA | 7.79 | 8.53 | 8.78 | 8.68 | NA | NA | … | … | 9.35 | 9.18 | 8.42 | 7.34 | 9.86 | 9.64 | 10.88 | 6.84 | 9.68 | 5.33 | 7.45 | 7.75 | 6.96 | 6.89 | 7.66 | 14.60 | 9.72 | 7.83 | 3.55 | 9.49 | 7.87 | 5.73 | 6.82 | 5.60 | 3.68 | 0.05 |
| Draw Down(%) | NA | 5.80 | 11.06 | 15.25 | 15.25 | NA | NA | … | … | 5.80 | 10.05 | 5.62 | 8.40 | 13.32 | 5.27 | 9.73 | 3.40 | 13.25 | 1.87 | 5.36 | 9.09 | 5.10 | 5.76 | 6.10 | 13.49 | 10.11 | 3.80 | 6.26 | 6.02 | 9.19 | 3.43 | 5.91 | 3.08 | 6.01 | 0.00 |
| Yield(%) | NA | 3.85 | 4.62 | 5.84 | 5.29 | NA | NA | … | … | NA | NA | 0.93 | 3.43 | 4.21 | 5.40 | 9.02 | 6.60 | 4.90 | 8.02 | 2.58 | 5.02 | 3.42 | 6.98 | 5.12 | 1.77 | 3.00 | 2.20 | 0.91 | 6.48 | 4.99 | 3.49 | 3.65 | 2.64 | 1.28 | 2.31 |
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 |
|---|---|---|---|---|
| Cadence Design Systems 401K Plan Asset Allocation Composite Moderate |
0.17%
Apr 2021 – Apr 2024 |
3.44%
Sep 2018 – Sep 2023 |
4.82%
Oct 2013 – Oct 2023 |
6.00%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cadence Design Systems 401K Plan Asset Allocation Composite Moderate |
15.02%
Sep 2011 – Sep 2014 |
12.03%
Oct 2002 – Oct 2007 |
9.78%
Sep 2011 – Sep 2021 |
8.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart