Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN Asset Allocation Composite Moderate | 5.35% | 27.30% | 14.95% | 5.68% | 7.91% | 7.26% | 7.49% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE 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 (%) | 0.06 | 27.30 | 14.95 | 5.68 | 7.91 | 7.26 | 7.49 | … | … | 5.35 | 24.66 | 4.76 | 13.05 | -15.10 | 3.89 | 7.44 | 17.42 | -2.81 | 14.78 | 13.27 | -3.09 | 4.39 | 16.75 | 14.56 | 0.02 | 10.86 | 15.77 | -3.23 | 5.70 | 13.29 | 7.31 | 12.12 | 20.85 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.61 | 1.18 | 0.36 | 0.68 | NA | NA | … | … | 0.43 | 2.11 | 0.13 | 1.13 | -1.76 | 0.38 | 0.79 | 2.22 | -0.41 | 2.88 | 1.87 | -0.43 | 0.60 | 2.20 | 1.68 | 0.00 | 1.08 | 1.86 | -1.09 | 0.27 | 1.39 | 0.78 | 1.53 | 3.10 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 9.80 | 9.42 | 9.21 | 8.88 | NA | NA | … | … | 10.87 | 10.30 | 8.46 | 8.35 | 9.40 | 10.11 | 9.13 | 7.17 | 10.25 | 4.91 | 6.98 | 7.29 | 7.33 | 7.60 | 8.62 | 15.24 | 9.96 | 8.43 | 3.87 | 9.47 | 7.08 | 6.45 | 7.26 | 6.49 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.93 | 12.01 | 17.69 | 17.95 | NA | NA | … | … | 6.93 | 9.78 | 7.31 | 8.22 | 16.08 | 5.63 | 13.93 | 3.54 | 11.00 | 1.62 | 4.34 | 7.81 | 5.48 | 6.12 | 7.15 | 13.30 | 8.54 | 4.22 | 6.92 | 6.40 | 7.33 | 4.43 | 5.17 | 2.62 | 0.00 | 0.00 |
| Yield(%) | NA | 3.50 | 4.79 | 4.00 | 3.83 | NA | NA | … | … | NA | NA | 0.58 | 3.43 | 5.50 | 4.59 | 3.65 | 1.91 | 3.07 | 5.92 | 4.01 | 1.65 | 4.12 | 3.28 | 3.46 | 3.03 | 2.92 | 0.53 | 0.81 | 3.11 | 3.06 | 3.00 | 2.69 | 0.73 | 1.11 | 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 |
|---|---|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN Asset Allocation Composite Moderate |
-1.78%
Dec 2019 – Dec 2022 |
1.30%
Sep 2018 – Sep 2023 |
3.96%
Oct 2013 – Oct 2023 |
5.88%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN Asset Allocation Composite Moderate |
15.79%
Apr 2003 – Apr 2006 |
12.46%
Oct 2002 – Oct 2007 |
10.22%
Apr 2003 – Apr 2013 |
9.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart