Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA Corporation 401(k) Plan Asset Allocation Composite Moderate | 4.78% | 22.47% | 14.68% | 4.51% | 8.64% | 7.15% | 7.56% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVIDIA Corporation 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 (%) | 0.18 | 22.47 | 14.68 | 4.51 | 8.64 | 7.15 | 7.56 | … | … | 4.78 | 20.37 | 6.76 | 8.20 | -16.62 | 7.69 | 15.42 | 20.95 | -2.67 | 16.16 | 9.82 | -3.81 | 3.43 | 16.34 | 12.13 | -0.76 | 7.36 | 16.46 | -1.57 | 13.05 | 9.35 | 10.56 | 12.18 | 21.30 | 2.99 | 2.31 |
| Sharpe Ratio | NA | 2.23 | 1.05 | 0.17 | 0.70 | NA | NA | … | … | 0.26 | 1.74 | 0.35 | 0.54 | -1.79 | 0.79 | 1.27 | 2.66 | -0.38 | 3.24 | 1.37 | -0.49 | 0.49 | 2.20 | 1.50 | -0.05 | 0.73 | 1.70 | -0.70 | 1.06 | 0.78 | 1.24 | 1.34 | 2.47 | 0.78 | -2.43 |
| Standard Deviation(%) | NA | 9.42 | 9.65 | 9.44 | 9.32 | NA | NA | … | … | 11.82 | 10.03 | 8.85 | 8.48 | 10.10 | 9.68 | 11.92 | 7.32 | 10.61 | 4.79 | 7.03 | 7.92 | 6.97 | 7.41 | 8.04 | 14.56 | 9.90 | 9.62 | 3.63 | 9.36 | 7.58 | 6.71 | 8.39 | 8.32 | 2.37 | 0.05 |
| Draw Down(%) | NA | 7.59 | 11.92 | 22.17 | 22.17 | NA | NA | … | … | 7.59 | 10.66 | 5.99 | 8.42 | 17.36 | 4.35 | 9.86 | 3.41 | 12.66 | 1.57 | 4.36 | 8.82 | 5.94 | 6.04 | 6.25 | 15.14 | 8.49 | 5.12 | 5.47 | 5.39 | 8.19 | 4.10 | 7.08 | 3.89 | 1.64 | 0.00 |
| Yield(%) | NA | 4.99 | 5.84 | 4.53 | 4.67 | NA | NA | … | … | NA | NA | 0.77 | 4.78 | 6.34 | 5.33 | 2.57 | 2.72 | 2.42 | 7.01 | 2.36 | 6.15 | 6.42 | 2.81 | 4.52 | 2.10 | 3.48 | 2.84 | 0.92 | 7.23 | 4.71 | 3.28 | 3.05 | 2.80 | 1.17 | 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 |
|---|---|---|---|---|
| NVIDIA Corporation 401(k) Plan Asset Allocation Composite Moderate |
-2.16%
Apr 2021 – Apr 2024 |
2.18%
Sep 2018 – Sep 2023 |
4.35%
Oct 2013 – Oct 2023 |
5.79%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVIDIA Corporation 401(k) Plan Asset Allocation Composite Moderate |
16.61%
Apr 2003 – Apr 2006 |
13.56%
Oct 2002 – Oct 2007 |
10.58%
Apr 2003 – Apr 2013 |
9.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart