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 Asset Allocation Composite Moderate | 5.34% | 18.93% | 11.34% | 6.00% | 11.44% | 8.11% | 6.39% | … | … |
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 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 (%) | 0.77 | 18.93 | 11.34 | 6.00 | 11.44 | 8.11 | 6.39 | … | … | 5.34 | 15.43 | 5.09 | 10.94 | -9.12 | 5.87 | 4.87 | 26.20 | 17.06 | 25.01 | 9.33 | 0.28 | 3.67 | 7.22 | 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 | 2.17 | 0.95 | 0.41 | 0.81 | NA | NA | … | … | 0.41 | 1.50 | 0.22 | 1.22 | -1.09 | 1.02 | 0.35 | 1.72 | 0.73 | 2.10 | 1.14 | 0.05 | 1.04 | 2.14 | -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 | 7.65 | 7.62 | 7.73 | 11.52 | NA | NA | … | … | 10.09 | 8.38 | 6.66 | 5.96 | 9.69 | 5.70 | 13.25 | 14.38 | 21.55 | 11.60 | 7.99 | 4.57 | 3.51 | 3.36 | 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 | 7.00 | 11.51 | 15.49 | 16.79 | NA | NA | … | … | 7.00 | 9.42 | 5.74 | 6.62 | 14.98 | 2.82 | 16.79 | 3.11 | 9.58 | 1.03 | 4.48 | 3.75 | 2.31 | 1.76 | 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 | 3.22 | 2.77 | 5.41 | 7.36 | NA | NA | … | … | NA | NA | 1.09 | 3.57 | 1.70 | 2.09 | 1.06 | 19.04 | 24.90 | 15.28 | 5.70 | 0.75 | 0.52 | 0.54 | 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 Asset Allocation Composite Moderate |
0.06%
Mar 2009 – Mar 2012 |
0.20%
Feb 2008 – Feb 2013 |
1.12%
Jan 2003 – Jan 2013 |
1.52%
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 Asset Allocation Composite Moderate |
22.69%
Dec 2016 – Dec 2019 |
16.91%
Feb 2016 – Feb 2021 |
11.44%
Feb 2016 – Feb 2026 |
8.11%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart