Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Southern California Permanente Medical Group 401(k) plan Asset Allocation Composite Moderate | 4.12% | 20.43% | 11.37% | 5.60% | 8.47% | 7.84% | 8.35% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Southern California Permanente Medical Group 401(k) 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 (%) | 0.08 | 20.43 | 11.37 | 5.60 | 8.47 | 7.84 | 8.35 | … | … | 4.12 | 16.51 | 4.43 | 12.10 | -12.16 | 12.07 | 14.96 | 18.77 | -3.78 | 16.29 | 7.79 | -1.41 | 7.89 | 16.73 | 11.49 | 0.08 | 11.04 | 17.43 | 0.02 | 9.37 | 13.21 | 8.10 | 13.85 | 26.61 | 7.84 | 7.60 |
| Sharpe Ratio | NA | 2.14 | 0.87 | 0.29 | 0.77 | NA | NA | … | … | 0.29 | 1.41 | 0.09 | 1.03 | -1.26 | 1.20 | 1.87 | 2.73 | -0.53 | 3.28 | 1.20 | -0.20 | 1.21 | 2.45 | 1.58 | 0.00 | 1.20 | 1.97 | -0.13 | 0.69 | 1.37 | 0.93 | 1.75 | 4.16 | 1.60 | 1.04 |
| Standard Deviation(%) | NA | 8.82 | 9.05 | 9.44 | 8.63 | NA | NA | … | … | 10.67 | 9.67 | 8.57 | 8.21 | 10.77 | 10.02 | 7.87 | 6.34 | 9.68 | 4.76 | 6.29 | 7.06 | 6.49 | 6.81 | 7.23 | 14.02 | 9.14 | 8.81 | 7.08 | 9.02 | 7.16 | 6.29 | 7.37 | 6.23 | 4.18 | 4.98 |
| Draw Down(%) | NA | 7.26 | 13.72 | 13.72 | 13.72 | NA | NA | … | … | 7.26 | 10.84 | 6.23 | 7.11 | 13.27 | 4.94 | 9.40 | 3.73 | 11.81 | 1.53 | 3.88 | 6.77 | 4.31 | 5.26 | 5.69 | 12.87 | 7.79 | 4.31 | 7.02 | 6.40 | 7.71 | 4.55 | 7.30 | 2.16 | 2.51 | 3.34 |
| Yield(%) | NA | 2.85 | 2.63 | 2.49 | 2.76 | NA | NA | … | … | NA | NA | 0.68 | 2.92 | 1.87 | 2.63 | 2.49 | 2.51 | 2.51 | 4.77 | 2.74 | 1.80 | 3.63 | 3.23 | 3.10 | 2.24 | 2.97 | 4.02 | 4.47 | 7.62 | 6.74 | 2.87 | 3.26 | 3.20 | 5.39 | 6.63 |
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 |
|---|---|---|---|---|
| Southern California Permanente Medical Group 401(k) plan Asset Allocation Composite Moderate |
0.93%
Dec 2021 – Dec 2024 |
4.44%
Mar 2021 – Mar 2026 |
6.05%
Mar 2015 – Mar 2025 |
6.95%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southern California Permanente Medical Group 401(k) plan Asset Allocation Composite Moderate |
17.86%
Apr 2003 – Apr 2006 |
14.93%
Oct 2002 – Oct 2007 |
11.82%
Apr 2001 – Apr 2011 |
10.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart