Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AbbVie Savings Plan (401K) Tactical Asset Allocation Moderate | 4.90% | 22.89% | 12.00% | 4.74% | 7.87% | 6.51% | 6.81% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AbbVie Savings Plan (401K) Tactical Asset Allocation 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 | 22.89 | 12.00 | 4.74 | 7.87 | 6.51 | 6.81 | … | … | 4.90 | 16.77 | 7.64 | 4.99 | -12.65 | 7.59 | 20.54 | 19.10 | -5.82 | 14.86 | 1.52 | -3.28 | 3.53 | 16.71 | 11.75 | -1.20 | 8.09 | 18.29 | -2.10 | 5.52 | 10.54 | 5.69 | 13.57 | 24.46 | -1.42 | 2.31 |
| Sharpe Ratio | NA | 2.22 | 0.88 | 0.19 | 0.69 | NA | NA | … | … | 0.25 | 1.52 | 0.39 | 0.21 | -1.48 | 0.83 | 2.01 | 2.89 | -0.80 | 3.38 | 0.18 | -0.40 | 0.54 | 2.33 | 1.54 | -0.09 | 0.85 | 1.98 | -0.49 | 0.25 | 1.00 | 0.46 | 1.45 | 3.30 | -0.94 | -2.43 |
| Standard Deviation(%) | NA | 8.89 | 9.20 | 9.00 | 8.50 | NA | NA | … | … | 10.80 | 9.12 | 10.24 | 6.44 | 9.52 | 9.11 | 10.10 | 6.11 | 8.96 | 4.20 | 7.25 | 8.22 | 6.47 | 7.16 | 7.58 | 13.07 | 9.38 | 9.19 | 6.28 | 9.60 | 7.10 | 7.51 | 8.65 | 7.20 | 2.74 | 0.05 |
| Draw Down(%) | NA | 7.50 | 16.59 | 17.74 | 17.74 | NA | NA | … | … | 7.50 | 12.09 | 8.28 | 6.35 | 13.67 | 4.46 | 9.24 | 2.86 | 12.35 | 1.22 | 5.00 | 8.77 | 5.27 | 5.23 | 6.48 | 12.33 | 8.01 | 4.62 | 5.96 | 6.45 | 5.90 | 5.19 | 7.33 | 3.39 | 3.03 | 0.00 |
| Yield(%) | NA | 3.22 | 3.79 | 3.75 | 3.33 | NA | NA | … | … | NA | NA | 0.56 | 3.49 | 2.94 | 4.47 | 3.58 | 4.24 | 2.54 | 2.77 | 2.28 | 4.09 | 3.12 | 2.12 | 3.20 | 2.94 | 2.69 | 4.82 | 3.67 | 2.81 | 2.55 | 2.09 | 3.03 | 1.76 | 0.97 | 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 |
|---|---|---|---|---|
| AbbVie Savings Plan (401K) Tactical Asset Allocation Moderate |
-1.19%
Apr 2021 – Apr 2024 |
1.92%
Dec 2013 – Dec 2018 |
4.01%
Oct 2013 – Oct 2023 |
5.40%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AbbVie Savings Plan (401K) Tactical Asset Allocation Moderate |
16.12%
Apr 2003 – Apr 2006 |
12.41%
Oct 2002 – Oct 2007 |
9.90%
Apr 2003 – Apr 2013 |
8.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart