Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Google Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 21.93% | 5.54% | 10.16% | 6.93% | 8.41% | 9.10% | 8.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Google Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.40 | 21.93 | 5.54 | 10.16 | 6.93 | 8.41 | 9.10 | 8.96 | NA | 4.95 | 14.77 | -8.46 | 15.49 | 18.19 | 19.95 | -5.79 | 6.73 | 9.92 | -8.41 | 2.94 | 10.93 | 15.46 | 4.15 | 21.78 | 24.25 | -3.52 | 8.40 | 19.30 | 8.07 | 11.87 | 23.34 | 1.02 | -3.75 |
| Sharpe Ratio | NA | -0.04 | 0.02 | 0.48 | 0.41 | NA | NA | 0.74 | 0.02 | -0.17 | 1.32 | -0.77 | 1.49 | 0.92 | 2.86 | -0.71 | 1.24 | 1.14 | -0.78 | 0.37 | 1.46 | 2.09 | 0.29 | 1.76 | 2.22 | -0.70 | 0.56 | 2.13 | 0.87 | 1.40 | 3.52 | -0.03 | -1.08 |
| Standard Deviation(%) | NA | 9.64 | 10.36 | 12.74 | 10.80 | NA | NA | 9.55 | 9.33 | 9.75 | 7.99 | 12.84 | 10.40 | 19.43 | 6.47 | 10.01 | 4.93 | 8.49 | 10.78 | 7.87 | 7.49 | 7.37 | 14.11 | 12.35 | 10.87 | 6.35 | 9.63 | 7.54 | 6.74 | 7.81 | 6.43 | 2.99 | 5.64 |
| Draw Down(%) | NA | 7.85 | 13.17 | 21.44 | 21.44 | NA | NA | 21.44 | 0.66 | 7.77 | 6.37 | 15.19 | 5.26 | 21.44 | 2.89 | 13.22 | 2.59 | 5.78 | 14.23 | 6.66 | 9.56 | 5.33 | 12.24 | 7.94 | 4.81 | 8.58 | 6.60 | 6.09 | 4.80 | 10.03 | 2.94 | 2.24 | 6.65 |
| Yield(%) | NA | 5.00 | 4.49 | 4.41 | 4.37 | NA | NA | 0.00 | NA | 1.40 | 5.42 | 3.95 | 3.60 | 4.71 | 5.22 | 3.16 | 5.33 | 5.83 | 3.33 | 3.59 | 5.44 | 4.95 | 3.31 | 3.83 | 5.91 | 6.38 | 5.03 | 6.19 | 4.86 | 2.87 | 1.02 | 1.37 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Google Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
0.18%
Jan 2013 - Jan 2016 |
0.83%
Dec 2013 - Dec 2018 |
5.24%
Apr 2013 - Apr 2023 |
7.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Google Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
19.27%
Mar 2009 - Mar 2012 |
16.02%
Feb 2009 - Feb 2014 |
13.61%
Apr 2003 - Apr 2013 |
10.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart