Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Accenture 401K Asset Allocation Composite Moderate | 5.14% | 17.65% | 13.45% | 6.08% | 9.24% | 7.61% | 8.07% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Accenture 401K 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 (%) | 0.40 | 17.65 | 13.45 | 6.08 | 9.24 | 7.61 | 8.07 | … | … | 5.14 | 13.78 | 11.22 | 10.80 | -14.28 | 11.40 | 18.72 | 20.38 | -3.89 | 13.59 | 5.82 | -2.62 | 8.31 | 12.08 | 13.08 | 0.15 | 8.89 | 20.04 | -1.69 | 8.25 | 13.39 | 7.20 | 13.55 | 20.48 | -0.01 | 2.31 |
| Sharpe Ratio | NA | 2.08 | 1.10 | 0.35 | 0.84 | NA | NA | … | … | 0.41 | 1.16 | 0.95 | 0.89 | -1.57 | 1.29 | 1.76 | 2.94 | -0.56 | 2.58 | 0.72 | -0.35 | 1.23 | 1.59 | 1.69 | 0.01 | 0.83 | 1.78 | -0.59 | 0.47 | 1.33 | 0.74 | 1.60 | 3.45 | -0.36 | -2.43 |
| Standard Deviation(%) | NA | 8.31 | 8.80 | 8.90 | 8.62 | NA | NA | … | … | 10.86 | 9.38 | 8.01 | 8.04 | 9.99 | 8.79 | 10.47 | 6.43 | 9.48 | 5.02 | 7.84 | 7.59 | 6.74 | 7.57 | 7.71 | 14.84 | 10.63 | 11.22 | 4.52 | 10.77 | 7.51 | 6.65 | 7.85 | 5.72 | 3.26 | 0.05 |
| Draw Down(%) | NA | 6.99 | 11.41 | 17.55 | 17.55 | NA | NA | … | … | 6.99 | 10.96 | 4.38 | 6.55 | 15.54 | 4.76 | 8.75 | 3.10 | 11.40 | 2.26 | 6.07 | 8.94 | 4.60 | 7.69 | 5.64 | 12.91 | 8.18 | 5.24 | 5.40 | 6.41 | 7.07 | 4.26 | 8.44 | 2.49 | 2.94 | 0.00 |
| Yield(%) | NA | 3.51 | 4.19 | 4.40 | 4.19 | NA | NA | … | … | NA | NA | 0.65 | 3.52 | 3.55 | 5.25 | 5.06 | 4.80 | 4.69 | 5.18 | 3.86 | 2.77 | 3.56 | 5.19 | 6.99 | 2.33 | 3.33 | 2.83 | 1.01 | 4.29 | 5.00 | 2.89 | 3.88 | 4.05 | 1.47 | 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 |
|---|---|---|---|---|
| Accenture 401K Asset Allocation Composite Moderate |
0.14%
Apr 2021 – Apr 2024 |
4.03%
Dec 2013 – Dec 2018 |
5.42%
Oct 2013 – Oct 2023 |
6.57%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Accenture 401K Asset Allocation Composite Moderate |
16.76%
Dec 2018 – Dec 2021 |
13.42%
Oct 2002 – Oct 2007 |
10.98%
Apr 2003 – Apr 2013 |
9.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart