Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DELL INC. 401(k) PLAN Asset Allocation Composite Moderate | 6.02% | 20.69% | 12.81% | 5.40% | 8.34% | 7.14% | 7.48% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELL INC. 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 (%) | 0.49 | 20.69 | 12.81 | 5.40 | 8.34 | 7.14 | 7.48 | … | … | 6.02 | 15.60 | 6.16 | 6.85 | -10.76 | 9.51 | 16.04 | 16.96 | -4.25 | 14.91 | 8.52 | -3.48 | 2.68 | 18.24 | 12.83 | 0.11 | 8.06 | 15.73 | -1.28 | 8.07 | 12.85 | 7.69 | 12.54 | 23.86 | 3.57 | 2.31 |
| Sharpe Ratio | NA | 2.13 | 1.03 | 0.33 | 0.72 | NA | NA | … | … | 0.39 | 1.41 | 0.32 | 0.43 | -1.28 | 0.95 | 1.62 | 2.00 | -0.58 | 3.06 | 1.13 | -0.47 | 0.36 | 2.52 | 1.63 | 0.00 | 0.80 | 1.66 | -0.62 | 0.48 | 1.29 | 0.79 | 1.45 | 3.37 | 1.13 | -2.43 |
| Standard Deviation(%) | NA | 8.58 | 8.65 | 8.68 | 8.62 | NA | NA | … | … | 11.02 | 9.04 | 7.87 | 7.45 | 9.52 | 9.94 | 9.77 | 7.76 | 9.64 | 4.66 | 7.38 | 7.53 | 7.47 | 7.23 | 7.84 | 15.04 | 9.97 | 9.43 | 3.62 | 10.26 | 7.33 | 6.86 | 7.94 | 6.86 | 2.15 | 0.05 |
| Draw Down(%) | NA | 7.17 | 11.23 | 15.78 | 15.78 | NA | NA | … | … | 7.17 | 10.68 | 4.54 | 6.67 | 12.99 | 5.90 | 7.52 | 4.27 | 12.73 | 1.99 | 4.71 | 9.28 | 6.06 | 4.59 | 6.49 | 13.89 | 8.57 | 5.17 | 5.47 | 7.20 | 8.87 | 4.52 | 7.54 | 3.58 | 1.25 | 0.00 |
| Yield(%) | NA | 4.28 | 5.93 | 4.62 | 3.60 | NA | NA | … | … | NA | NA | 0.83 | 4.04 | 3.62 | 9.42 | 2.35 | 3.03 | 3.42 | 2.65 | 2.34 | 2.12 | 2.54 | 2.30 | 4.20 | 3.66 | 3.31 | 2.29 | 0.91 | 6.26 | 4.41 | 2.89 | 3.17 | 2.33 | 1.18 | 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 |
|---|---|---|---|---|
| DELL INC. 401(k) PLAN Asset Allocation Composite Moderate |
0.41%
Dec 2021 – Dec 2024 |
3.42%
Dec 2013 – Dec 2018 |
4.52%
Oct 2013 – Oct 2023 |
6.01%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELL INC. 401(k) PLAN Asset Allocation Composite Moderate |
16.94%
Apr 2003 – Apr 2006 |
13.97%
Oct 2002 – Oct 2007 |
10.51%
Apr 2003 – Apr 2013 |
9.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart