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 Expanded Choice Mutual Funds Plan Asset Allocation Composite Moderate | 6.95% | 20.66% | 11.12% | 4.04% | 6.97% | 6.84% | 7.85% | … | … |
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 Expanded Choice Mutual Funds 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 (%) | 0.63 | 20.66 | 11.12 | 4.04 | 6.97 | 6.84 | 7.85 | … | … | 6.95 | 15.09 | 3.46 | 8.33 | -15.77 | 8.16 | 14.71 | 16.06 | -2.61 | 15.53 | 5.62 | -5.24 | 9.25 | 16.01 | 14.44 | 2.64 | 15.93 | 17.52 | 0.06 | 9.55 | 13.25 | 9.69 | 19.27 | 31.30 | 17.03 | 7.48 |
| Sharpe Ratio | NA | 2.55 | 0.87 | 0.16 | 0.62 | NA | NA | … | … | 0.61 | 1.21 | -0.02 | 0.82 | -1.71 | 0.82 | 1.60 | 2.36 | -0.42 | 2.87 | 0.78 | -0.68 | 1.34 | 2.33 | 2.03 | 0.19 | 1.49 | 1.72 | -0.09 | 0.63 | 1.24 | 1.02 | 2.28 | 4.13 | 2.29 | 1.02 |
| Standard Deviation(%) | NA | 9.15 | 9.11 | 9.03 | 8.55 | NA | NA | … | … | 11.15 | 10.07 | 8.50 | 5.71 | 10.03 | 9.86 | 9.06 | 6.18 | 9.51 | 5.18 | 6.94 | 7.71 | 6.90 | 6.84 | 7.09 | 13.92 | 10.61 | 10.11 | 9.61 | 10.19 | 7.96 | 7.24 | 8.02 | 7.41 | 6.94 | 4.94 |
| Draw Down(%) | NA | 7.09 | 15.42 | 16.95 | 16.95 | NA | NA | … | … | 7.09 | 12.62 | 7.23 | 7.37 | 16.58 | 5.67 | 12.81 | 2.69 | 11.35 | 2.22 | 4.73 | 10.38 | 4.86 | 6.52 | 6.00 | 13.16 | 7.60 | 5.55 | 8.93 | 8.59 | 9.65 | 5.29 | 9.20 | 5.31 | 3.34 | 4.06 |
| Yield(%) | NA | 4.01 | 4.03 | 4.05 | 4.32 | NA | NA | … | … | NA | NA | 0.39 | 5.35 | 2.04 | 4.77 | 5.19 | 3.41 | 5.57 | 3.65 | 4.08 | 2.98 | 6.85 | 7.67 | 5.59 | 5.76 | 6.97 | 3.63 | 4.09 | 9.47 | 8.98 | 7.84 | 6.55 | 6.38 | 4.09 | 8.60 |
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 Expanded Choice Mutual Funds Plan Asset Allocation C |
-1.90%
Apr 2021 – Apr 2024 |
2.24%
Jan 2018 – Jan 2023 |
3.88%
Mar 2015 – Mar 2025 |
5.82%
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 Expanded Choice Mutual Funds Plan Asset Allocation C |
22.38%
Dec 2001 – Dec 2004 |
18.94%
May 2002 – May 2007 |
14.80%
Apr 2001 – Apr 2011 |
11.79%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart