Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Wal-Mart 401K Plan Asset Allocation Composite Moderate | 5.26% | 33.34% | 24.40% | 14.81% | 11.99% | 8.67% | 9.10% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wal-Mart 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 (%) | 0.13 | 33.34 | 24.40 | 14.81 | 11.99 | 8.67 | 9.10 | … | … | 5.26 | 30.15 | 19.19 | 23.52 | -3.83 | 7.72 | 8.81 | 16.46 | -8.12 | 12.61 | 8.03 | -0.60 | 1.84 | 11.66 | 10.61 | -3.00 | 14.85 | 13.52 | 1.40 | 9.75 | 13.65 | 6.51 | 10.39 | 19.21 | -3.69 | -2.41 |
| Sharpe Ratio | NA | 3.72 | 2.50 | 1.32 | 1.00 | NA | NA | … | … | 0.58 | 2.93 | 2.11 | 2.59 | -0.42 | 0.86 | 0.49 | 2.38 | -1.11 | 2.49 | 0.85 | -0.07 | 0.28 | 1.53 | 1.26 | -0.21 | 1.27 | 1.47 | 0.38 | 0.66 | 1.33 | 0.70 | 1.33 | 2.64 | -1.04 | -1.18 |
| Standard Deviation(%) | NA | 7.97 | 8.35 | 9.33 | 9.83 | NA | NA | … | … | 10.02 | 9.32 | 7.39 | 7.67 | 12.66 | 8.91 | 17.53 | 6.29 | 8.53 | 4.80 | 9.22 | 8.76 | 6.61 | 7.59 | 8.36 | 14.36 | 11.67 | 9.13 | 1.14 | 10.01 | 7.70 | 6.05 | 7.07 | 7.01 | 4.67 | 4.10 |
| Draw Down(%) | NA | 5.89 | 7.38 | 13.51 | 21.97 | NA | NA | … | … | 5.89 | 7.38 | 4.75 | 5.05 | 13.18 | 3.87 | 21.97 | 3.35 | 13.87 | 1.36 | 7.68 | 9.25 | 5.74 | 6.39 | 8.23 | 14.04 | 8.73 | 4.58 | 1.35 | 6.71 | 8.70 | 4.17 | 6.75 | 5.32 | 6.32 | 7.63 |
| Yield(%) | NA | 15.63 | 10.05 | 7.08 | 5.32 | NA | NA | … | … | NA | NA | 4.73 | 14.67 | 6.74 | 3.63 | 1.66 | 3.67 | 1.94 | 3.32 | 3.94 | 2.45 | 6.57 | 1.95 | 2.73 | 2.51 | 2.28 | 2.85 | 2.48 | 3.98 | 2.73 | 2.53 | 2.31 | 3.32 | 3.38 | 3.19 |
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 |
|---|---|---|---|---|
| Wal-Mart 401K Plan Asset Allocation Composite Moderate |
0.09%
Mar 2017 – Mar 2020 |
1.67%
Mar 2015 – Mar 2020 |
4.30%
Mar 2010 – Mar 2020 |
5.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wal-Mart 401K Plan Asset Allocation Composite Moderate |
25.67%
Sep 2022 – Sep 2025 |
16.58%
Oct 2020 – Oct 2025 |
11.99%
Feb 2016 – Feb 2026 |
8.84%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart