Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Strategic Asset Allocation – Optimal Moderate | 3.27% | 14.80% | 12.82% | 7.51% | 12.06% | 9.20% | 7.19% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Strategic Asset Allocation – Optimal 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 | 14.80 | 12.82 | 7.51 | 12.06 | 9.20 | 7.19 | … | … | 3.27 | 12.61 | 10.60 | 15.18 | -10.63 | 11.81 | 11.36 | 26.26 | 8.88 | 21.63 | 9.14 | 0.42 | 7.40 | 15.25 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.11 | 1.12 | 0.51 | 0.89 | NA | NA | … | … | 0.38 | 1.03 | 0.99 | 1.57 | -0.90 | 1.55 | 0.58 | 2.37 | 0.48 | 2.74 | 1.01 | 0.04 | 1.05 | 2.29 | -2.23 | -0.47 | -2.23 | -1.08 | -1.11 | -4.18 | -11.86 | -3.16 | -1.87 | -5.17 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 7.68 | 8.23 | 9.33 | 11.26 | NA | NA | … | … | 9.51 | 9.48 | 7.06 | 7.34 | 13.35 | 7.62 | 19.01 | 10.46 | 15.65 | 7.65 | 8.80 | 9.11 | 7.05 | 6.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.40 | 12.14 | 16.27 | 21.46 | NA | NA | … | … | 6.40 | 11.38 | 5.05 | 6.46 | 16.11 | 3.32 | 21.46 | 3.88 | 11.12 | 1.21 | 6.85 | 7.27 | 4.63 | 3.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 2.84 | 2.36 | 3.73 | 4.99 | NA | NA | … | … | NA | NA | 1.14 | 3.09 | 1.53 | 1.43 | 1.14 | 12.03 | 15.53 | 9.92 | 4.12 | 1.49 | 1.06 | 1.10 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 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 |
|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Strategic Asset Allocation – Optimal Moderate |
0.03%
Jan 2010 – Jan 2013 |
0.19%
Jan 2008 – Jan 2013 |
1.11%
Jan 2003 – Jan 2013 |
2.17%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Strategic Asset Allocation – Optimal Moderate |
19.40%
Oct 2018 – Oct 2021 |
16.81%
Oct 2016 – Oct 2021 |
12.06%
Feb 2016 – Feb 2026 |
9.26%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart