Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Asset Allocation Composite Moderate | NA | 4.79% | 7.76% | 4.99% | 7.37% | 8.60% | NA | … | … |
Data as of 09/28/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Asset Allocation Composite Moderate | 12/31/2000 | 12/19/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 4.79 | 7.76 | 4.99 | 7.37 | 8.60 | NA | … | … | -5.42 | 14.34 | 4.36 | -1.85 | 1.45 | 17.06 | 13.66 | -4.47 | 13.39 | 16.17 | 0.84 | 11.34 | 13.25 | 7.15 | 13.99 | 20.20 | -4.69 | -1.84 |
| Sharpe Ratio | NA | -0.82 | 0.46 | 0.30 | 0.66 | NA | NA | … | … | -0.86 | 2.86 | 0.41 | -0.22 | 0.19 | 2.17 | 1.50 | -0.30 | 1.14 | 1.64 | -0.93 | 0.88 | 1.24 | 0.80 | 1.67 | 2.69 | -1.46 | -1.10 |
| Standard Deviation(%) | NA | 7.67 | 7.90 | 7.88 | 9.57 | NA | NA | … | … | 7.76 | 4.80 | 10.20 | 8.35 | 7.38 | 7.86 | 9.07 | 15.20 | 11.69 | 9.77 | 0.09 | 9.50 | 8.04 | 6.26 | 7.82 | 7.25 | 3.96 | 3.79 |
| Draw Down(%) | NA | 9.72 | 10.57 | 16.70 | 16.70 | NA | NA | … | … | 9.72 | 1.63 | 9.68 | 10.12 | 6.98 | 6.33 | 7.73 | 14.66 | 9.37 | 4.90 | 0.08 | 6.31 | 9.04 | 4.67 | 6.68 | 5.82 | 6.40 | 6.99 |
| Yield(%) | NA | 2.43 | 2.81 | 3.24 | 3.23 | NA | NA | … | … | 2.41 | 2.86 | 2.79 | 3.07 | 4.68 | 4.64 | 4.40 | 2.72 | 2.03 | 2.56 | 0.92 | 6.49 | 4.41 | 2.65 | 3.18 | 2.48 | 3.12 | 2.23 |
Data as of 09/28/2018, 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 |
|---|---|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Asset Allocation Composite Moderate |
1.21%
Nov 2013 – Nov 2016 |
2.98%
Feb 2011 – Feb 2016 |
6.77%
Feb 2006 – Feb 2016 |
6.97%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The PepsiCo 401(k) Plan for Hourly Employees Asset Allocation Composite Moderate |
17.45%
Apr 2003 – Apr 2006 |
13.71%
Feb 2003 – Feb 2008 |
11.29%
Apr 2003 – Apr 2013 |
9.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart