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) Strategic Asset Allocation – Optimal Moderate | 3.17% | 21.24% | 13.49% | 6.41% | 8.94% | 7.73% | 7.55% | … | … |
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) Strategic Asset Allocation – Optimal 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 (%) | 0.27 | 21.24 | 13.49 | 6.41 | 8.94 | 7.73 | 7.55 | … | … | 3.17 | 19.73 | 7.77 | 13.65 | -13.38 | 7.42 | 18.49 | 19.59 | -5.71 | 14.71 | 4.75 | -0.59 | 5.60 | 16.05 | 11.82 | 2.07 | 18.47 | 27.50 | -20.15 | 6.20 | 10.33 | 5.51 | 9.26 | 21.08 | -11.92 | -4.29 |
| Sharpe Ratio | NA | 2.58 | 1.14 | 0.38 | 0.67 | NA | NA | … | … | 0.26 | 1.75 | 0.48 | 1.23 | -1.11 | 0.80 | 1.02 | 2.95 | -0.78 | 3.59 | 0.57 | -0.08 | 0.92 | 2.42 | 1.59 | 0.16 | 1.58 | 1.43 | -0.89 | 0.33 | 0.98 | 0.49 | 1.13 | 2.11 | -0.93 | -0.53 |
| Standard Deviation(%) | NA | 8.16 | 8.96 | 9.84 | 10.09 | NA | NA | … | … | 9.43 | 9.64 | 8.70 | 8.10 | 13.38 | 9.29 | 17.94 | 6.15 | 9.13 | 3.91 | 7.91 | 8.23 | 6.08 | 6.62 | 7.39 | 13.07 | 11.67 | 19.22 | 23.60 | 9.23 | 7.06 | 6.65 | 7.30 | 9.67 | 14.05 | 12.74 |
| Draw Down(%) | NA | 6.64 | 12.31 | 19.96 | 21.12 | NA | NA | … | … | 6.64 | 10.56 | 5.92 | 7.61 | 19.55 | 5.45 | 21.12 | 2.88 | 12.34 | 1.67 | 7.00 | 7.42 | 4.36 | 4.79 | 5.82 | 11.14 | 9.04 | 19.95 | 33.05 | 5.75 | 5.86 | 4.13 | 5.77 | 7.61 | 20.00 | 17.54 |
| Yield(%) | NA | 5.06 | 4.19 | 4.08 | 3.97 | NA | NA | … | … | NA | NA | 0.57 | 5.20 | 3.60 | 3.33 | 3.60 | 4.57 | 4.83 | 3.49 | 3.61 | 4.09 | 3.44 | 4.66 | 3.03 | 2.68 | 1.92 | 3.20 | 2.94 | 2.97 | 2.36 | 1.79 | 1.33 | 1.18 | 0.86 | 1.63 |
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) Strategic Asset Allocation – Optimal Moderate |
-7.48%
Feb 2006 – Feb 2009 |
-1.78%
Feb 2004 – Feb 2009 |
4.96%
Oct 2013 – Oct 2023 |
5.57%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AbbVie Savings Plan (401K) Strategic Asset Allocation – Optimal Moderate |
23.33%
Feb 2009 – Feb 2012 |
18.48%
Feb 2009 – Feb 2014 |
11.29%
Feb 2009 – Feb 2019 |
10.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart