Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARM 401(k) Plan Asset Allocation Composite Moderate | 5.66% | 20.29% | 11.44% | 2.92% | 7.22% | 6.62% | 6.55% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARM 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 (%) | 0.07 | 20.29 | 11.44 | 2.92 | 7.22 | 6.62 | 6.55 | … | … | 5.66 | 16.61 | 5.50 | 2.47 | -17.01 | 8.29 | 18.04 | 21.62 | -3.41 | 11.20 | 7.79 | -4.92 | 8.59 | 13.03 | 15.49 | 1.25 | 8.39 | 14.93 | -2.27 | 6.30 | 4.79 | 4.22 | 7.15 | 13.91 | 2.14 | 2.31 |
| Sharpe Ratio | NA | 2.27 | 0.87 | -0.01 | 0.62 | NA | NA | … | … | 0.47 | 1.46 | 0.23 | -0.15 | -1.93 | 0.92 | 1.81 | 3.27 | -0.57 | 2.23 | 1.12 | -0.67 | 1.44 | 1.76 | 1.98 | 0.09 | 0.84 | 1.55 | -0.79 | 0.28 | 0.16 | 0.23 | 0.65 | 1.49 | 0.68 | -2.43 |
| Standard Deviation(%) | NA | 8.32 | 8.96 | 8.89 | 8.35 | NA | NA | … | … | 10.60 | 9.37 | 8.20 | 8.05 | 9.53 | 9.02 | 9.85 | 6.16 | 8.42 | 4.72 | 6.77 | 7.35 | 5.95 | 7.40 | 7.80 | 14.18 | 9.91 | 9.54 | 4.10 | 11.39 | 8.66 | 8.49 | 9.44 | 8.87 | 1.45 | 0.05 |
| Draw Down(%) | NA | 6.93 | 12.07 | 25.98 | 25.98 | NA | NA | … | … | 6.93 | 9.77 | 6.43 | 9.45 | 17.60 | 5.09 | 7.83 | 2.62 | 9.70 | 2.23 | 4.89 | 10.10 | 4.18 | 7.32 | 6.33 | 12.53 | 8.01 | 4.89 | 6.61 | 6.79 | 7.34 | 5.72 | 6.93 | 4.18 | 1.13 | 0.00 |
| Yield(%) | NA | 3.33 | 3.63 | 3.39 | 3.60 | NA | NA | … | … | NA | NA | 0.67 | 3.26 | 3.45 | 3.44 | 2.18 | 5.86 | 3.62 | 3.78 | 3.22 | 3.23 | 4.41 | 3.49 | 4.62 | 2.85 | 2.19 | 0.55 | 0.75 | 1.38 | 1.55 | 1.56 | 0.80 | 0.52 | 1.08 | 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 |
|---|---|---|---|---|
| ARM 401(k) Plan Asset Allocation Composite Moderate |
-4.67%
Apr 2021 – Apr 2024 |
1.84%
Mar 2021 – Mar 2026 |
3.69%
Oct 2013 – Oct 2023 |
5.56%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARM 401(k) Plan Asset Allocation Composite Moderate |
15.84%
Dec 2018 – Dec 2021 |
12.06%
Jun 2009 – Jun 2014 |
9.75%
Sep 2011 – Sep 2021 |
8.32%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart