Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Asset Allocation Composite Moderate | 1.28% | 30.57% | 21.63% | 13.17% | 12.31% | 10.85% | 10.34% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOK FINANCIAL 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 (%) | -0.06 | 30.57 | 21.63 | 13.17 | 12.31 | 10.85 | 10.34 | … | … | 1.28 | 29.72 | 16.31 | 22.57 | -3.19 | 3.79 | 12.48 | 20.59 | -0.03 | 14.45 | 7.43 | -0.55 | 7.09 | 22.41 | 14.63 | 4.18 | 20.14 | 23.50 | -11.00 | 6.25 | 6.82 | 4.41 | 10.45 | 22.56 | 5.13 | 9.54 |
| Sharpe Ratio | NA | 3.24 | 1.46 | 0.87 | 1.00 | NA | NA | … | … | 0.16 | 2.19 | 0.74 | 2.19 | -0.42 | 0.37 | 1.27 | 2.58 | -0.14 | 2.68 | 1.07 | -0.08 | 0.97 | 3.05 | 1.79 | 0.26 | 2.07 | 2.46 | -1.50 | 0.34 | 0.48 | 0.28 | 1.23 | 2.76 | 0.99 | 1.44 |
| Standard Deviation(%) | NA | 9.22 | 12.99 | 12.00 | 10.43 | NA | NA | … | … | 8.43 | 12.26 | 17.16 | 8.65 | 11.11 | 10.13 | 9.60 | 7.40 | 10.26 | 5.15 | 6.77 | 7.32 | 7.31 | 7.33 | 8.13 | 15.68 | 9.67 | 9.52 | 7.97 | 9.01 | 7.03 | 7.67 | 7.68 | 7.91 | 4.03 | 4.93 |
| Draw Down(%) | NA | 5.14 | 13.94 | 15.25 | 15.25 | NA | NA | … | … | 5.14 | 11.09 | 7.30 | 6.70 | 13.87 | 5.94 | 14.74 | 3.17 | 13.64 | 2.16 | 4.22 | 6.30 | 5.63 | 3.96 | 5.17 | 14.18 | 7.44 | 7.43 | 13.83 | 6.89 | 6.89 | 4.90 | 6.76 | 3.96 | 4.24 | 2.47 |
| Yield(%) | NA | 17.17 | 12.89 | 10.31 | 8.11 | NA | NA | … | … | NA | NA | 4.54 | 16.00 | 12.79 | 3.68 | 8.45 | 6.05 | 6.33 | 6.59 | 5.65 | 2.95 | 7.58 | 5.36 | 3.86 | 3.75 | 5.79 | 4.39 | 3.84 | 6.15 | 3.66 | 3.08 | 4.50 | 3.09 | 6.44 | 7.91 |
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 |
|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Asset Allocation Composite Moderate |
-1.36%
Feb 2006 – Feb 2009 |
1.64%
Feb 2004 – Feb 2009 |
7.39%
Oct 2013 – Oct 2023 |
7.91%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOK FINANCIAL 401(k) PLAN Asset Allocation Composite Moderate |
22.75%
Dec 2022 – Dec 2025 |
18.06%
Feb 2009 – Feb 2014 |
12.31%
Feb 2016 – Feb 2026 |
11.64%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart