Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON.COM 401K PLAN Asset Allocation Composite Moderate | 4.75% | 19.20% | 12.71% | 6.66% | 8.41% | 6.87% | 7.28% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAZON.COM 401K PLAN 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 (%) | 0.37 | 19.20 | 12.71 | 6.66 | 8.41 | 6.87 | 7.28 | … | … | 4.75 | 16.52 | 7.78 | 13.11 | -10.87 | 8.02 | 11.61 | 18.33 | -5.64 | 14.99 | 5.37 | -1.11 | 4.03 | 13.72 | 12.43 | -1.82 | 13.07 | 12.43 | 0.08 | 7.04 | 10.15 | 5.89 | 11.23 | 11.44 | -2.18 | -1.52 |
| Sharpe Ratio | NA | 1.92 | 1.03 | 0.38 | 0.62 | NA | NA | … | … | 0.27 | 1.45 | 0.50 | 1.20 | -0.94 | 0.92 | 0.65 | 2.62 | -0.81 | 3.33 | 0.60 | -0.14 | 0.65 | 1.88 | 1.50 | -0.13 | 1.64 | 2.05 | -0.91 | 0.56 | 1.21 | 0.78 | 1.78 | 2.15 | -1.06 | -1.51 |
| Standard Deviation(%) | NA | 8.46 | 8.84 | 9.70 | 9.93 | NA | NA | … | … | 11.05 | 9.41 | 8.26 | 7.85 | 13.10 | 8.69 | 17.42 | 6.43 | 8.68 | 4.31 | 8.63 | 8.42 | 6.22 | 7.26 | 8.23 | 14.30 | 7.93 | 6.01 | 0.98 | 6.94 | 5.57 | 4.63 | 5.76 | 5.00 | 3.12 | 2.61 |
| Draw Down(%) | NA | 7.24 | 10.18 | 17.58 | 20.97 | NA | NA | … | … | 7.24 | 9.72 | 4.39 | 6.38 | 17.11 | 4.03 | 20.97 | 3.30 | 11.81 | 1.55 | 6.52 | 9.85 | 5.19 | 6.68 | 7.18 | 13.92 | 5.77 | 2.71 | 1.01 | 4.20 | 6.63 | 3.63 | 5.10 | 4.26 | 4.23 | 5.71 |
| Yield(%) | NA | 3.12 | 4.85 | 4.97 | 3.95 | NA | NA | … | … | NA | NA | 0.96 | 2.90 | 5.09 | 5.54 | 5.92 | 4.46 | 3.09 | 3.97 | 2.62 | 2.15 | 2.95 | 4.45 | 4.56 | 2.35 | 1.62 | 2.35 | 0.89 | 5.86 | 3.75 | 3.76 | 3.34 | 1.79 | 2.46 | 2.19 |
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 |
|---|---|---|---|---|
| AMAZON.COM 401K PLAN Asset Allocation Composite Moderate |
1.40%
Apr 2021 – Apr 2024 |
2.81%
Mar 2015 – Mar 2020 |
4.59%
Oct 2013 – Oct 2023 |
5.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAZON.COM 401K PLAN Asset Allocation Composite Moderate |
14.09%
Sep 2022 – Sep 2025 |
10.85%
Jun 2009 – Jun 2014 |
8.99%
Apr 2003 – Apr 2013 |
8.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart