Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| International Business Machines (IBM) 401K Plus Plan Asset Allocation Composite Moderate | 5.77% | 19.01% | 10.85% | 4.30% | 6.71% | 6.16% | 7.07% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| International Business Machines (IBM) 401K Plus 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 (%) | 0.47 | 19.01 | 10.85 | 4.30 | 6.71 | 6.16 | 7.07 | … | … | 5.77 | 14.65 | 5.17 | 4.96 | -14.35 | 11.14 | 13.38 | 17.57 | -4.20 | 11.47 | 7.77 | -3.74 | 7.78 | 10.37 | 12.05 | 1.27 | 12.15 | 18.56 | 1.86 | -0.01 | 18.92 | 9.64 | 14.76 | 21.77 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.11 | 0.88 | 0.12 | 0.62 | NA | NA | … | … | 0.38 | 1.30 | 0.19 | 0.18 | -1.69 | 1.34 | 1.65 | 2.54 | -0.69 | 2.65 | 1.16 | -0.54 | 1.33 | 1.42 | 1.72 | 0.09 | 1.24 | 2.14 | 0.12 | -0.30 | 1.86 | 1.04 | 1.63 | 3.13 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 7.83 | 8.51 | 8.50 | 7.84 | NA | NA | … | … | 10.09 | 9.07 | 8.29 | 7.09 | 9.35 | 8.31 | 7.95 | 6.33 | 8.11 | 4.09 | 6.52 | 7.00 | 5.84 | 7.28 | 6.99 | 13.77 | 9.74 | 8.64 | 7.37 | 10.52 | 8.34 | 7.09 | 8.46 | 6.73 | 0.01 | 0.05 |
| Draw Down(%) | NA | 7.21 | 13.11 | 19.59 | 19.59 | NA | NA | … | … | 7.21 | 10.14 | 6.81 | 6.83 | 15.05 | 4.16 | 8.83 | 2.70 | 10.33 | 2.14 | 5.02 | 9.26 | 4.15 | 7.10 | 5.45 | 12.23 | 7.36 | 4.83 | 5.76 | 7.78 | 8.40 | 4.02 | 9.52 | 3.17 | 0.00 | 0.00 |
| Yield(%) | NA | 3.85 | 3.09 | 2.81 | 2.64 | NA | NA | … | … | NA | NA | 1.02 | 3.72 | 2.44 | 2.54 | 2.24 | 2.62 | 2.20 | 2.74 | 2.83 | 2.12 | 2.52 | 3.04 | 5.15 | 2.42 | 3.24 | 4.06 | 4.52 | 3.53 | 5.64 | 3.29 | 3.66 | 2.66 | 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 |
|---|---|---|---|---|
| International Business Machines (IBM) 401K Plus Plan Asset Allocation Composite Moderate |
-2.25%
Apr 2021 – Apr 2024 |
2.91%
Sep 2018 – Sep 2023 |
3.86%
Oct 2013 – Oct 2023 |
5.35%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| International Business Machines (IBM) 401K Plus Plan Asset Allocation Composite Moderate |
17.53%
Apr 2003 – Apr 2006 |
13.78%
Oct 2002 – Oct 2007 |
11.52%
Apr 2003 – Apr 2013 |
9.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart