Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER Asset Allocation Composite Moderate | 5.33% | 21.74% | 20.03% | 11.29% | 10.00% | 7.73% | 8.37% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE HOME DEPOT FUTUREBUILDER 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 (%) | 0.34 | 21.74 | 20.03 | 11.29 | 10.00 | 7.73 | 8.37 | … | … | 5.33 | 41.19 | 7.24 | 11.04 | -8.49 | 9.24 | 5.53 | 16.94 | -6.91 | 12.51 | 7.23 | -4.15 | 4.31 | 17.44 | 12.82 | -3.18 | 13.45 | 15.69 | 1.07 | 8.34 | 14.36 | 8.07 | 14.91 | 19.30 | -5.25 | 0.85 |
| Sharpe Ratio | NA | 2.26 | 1.24 | 0.66 | 0.66 | NA | NA | … | … | 0.34 | 1.98 | 0.49 | 0.93 | -0.75 | 1.10 | 0.30 | 2.29 | -0.95 | 2.46 | 0.67 | -0.47 | 0.61 | 2.36 | 1.41 | -0.21 | 1.17 | 1.58 | 0.14 | 0.59 | 1.48 | 1.00 | 1.92 | 2.68 | -1.28 | -0.34 |
| Standard Deviation(%) | NA | 7.98 | 12.89 | 12.18 | 11.32 | NA | NA | … | … | 9.96 | 19.35 | 7.37 | 7.92 | 13.26 | 8.36 | 17.42 | 6.74 | 8.74 | 4.81 | 10.49 | 8.93 | 7.06 | 7.38 | 9.05 | 15.19 | 11.46 | 9.87 | 0.75 | 8.85 | 7.41 | 5.82 | 7.25 | 6.94 | 4.98 | 4.55 |
| Draw Down(%) | NA | 6.52 | 8.73 | 15.87 | 24.11 | NA | NA | … | … | 6.52 | 8.73 | 3.57 | 6.79 | 15.86 | 3.90 | 24.11 | 3.42 | 13.77 | 1.60 | 9.43 | 10.88 | 5.97 | 5.88 | 8.33 | 14.89 | 9.12 | 4.73 | 0.40 | 6.35 | 8.20 | 4.35 | 6.26 | 5.98 | 6.98 | 5.39 |
| Yield(%) | NA | 3.26 | 3.44 | 4.00 | 3.59 | NA | NA | … | … | NA | NA | 0.60 | 3.21 | 1.93 | 5.14 | 4.30 | 5.62 | 2.64 | 3.67 | 3.14 | 3.01 | 3.18 | 2.49 | 2.91 | 3.81 | 2.44 | 1.64 | 1.03 | 5.34 | 3.32 | 3.78 | 3.59 | 2.15 | 2.12 | 2.62 |
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 |
|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER Asset Allocation Composite Moderate |
-0.46%
Mar 2017 – Mar 2020 |
0.65%
Mar 2015 – Mar 2020 |
3.75%
Oct 2013 – Oct 2023 |
5.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER Asset Allocation Composite Moderate |
20.12%
Feb 2023 – Feb 2026 |
13.63%
Apr 2003 – Apr 2008 |
11.27%
Apr 2003 – Apr 2013 |
9.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart