Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate | NA | -4.30% | 4.58% | 5.89% | 9.14% | 10.12% | NA | 10.05% |
Data as of 03/31/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/10/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | -4.30 | 4.58 | 5.89 | 9.14 | 10.12 | NA | 10.05 | 1.17 | -1.57 | 2.70 | 16.86 | 14.36 | 3.52 | 8.20 | 18.09 | 2.34 | 17.45 | 17.64 | 16.00 | 20.94 | 17.21 | -0.61 | 1.47 |
| Sharpe Ratio | NA | -0.32 | 0.43 | 0.67 | 0.98 | NA | NA | 1.08 | 0.13 | -0.15 | 0.33 | 2.48 | 1.78 | 0.25 | 0.83 | 2.00 | 6.68 | 1.35 | 1.61 | 2.21 | 2.65 | 2.92 | -0.53 | -0.20 |
| Standard Deviation(%) | NA | 11.02 | 8.92 | 9.74 | 9.20 | NA | NA | 8.23 | 8.53 | 10.79 | 8.06 | 6.78 | 8.06 | 13.94 | 9.81 | 9.01 | 0.21 | 10.72 | 8.92 | 6.25 | 7.53 | 5.66 | 3.26 | 4.26 |
| Draw Down(%) | NA | 12.50 | 12.50 | 12.50 | 12.50 | NA | NA | 12.50 | 6.71 | 11.42 | 6.42 | 3.77 | 5.85 | 10.76 | 7.94 | 4.72 | 0.20 | 8.33 | 12.34 | 5.48 | 8.24 | 4.44 | 5.11 | 5.34 |
| Yield(%) | NA | 3.67 | 3.33 | 3.88 | 4.68 | NA | NA | 0.00 | 0.88 | 3.45 | 2.36 | 4.18 | 5.40 | 4.12 | 2.06 | 4.08 | 2.55 | 9.64 | 9.35 | 6.89 | 3.26 | 3.06 | 4.35 | 3.44 |
Data as of 03/31/2016, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate |
3.72%
May 2013 - May 2016 |
5.38%
Feb 2011 - Feb 2016 |
8.76%
Apr 2006 - Apr 2016 |
9.63%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate |
22.30%
Apr 2003 - Apr 2006 |
18.43%
Feb 2003 - Feb 2008 |
14.25%
May 2003 - May 2013 |
10.12%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison Chart