Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/30/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate | NA | 27.82% | 9.07% | 12.09% | 9.65% | 9.90% | 10.54% | 10.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 12/05/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/30/2024.
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 | 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 (%) | 0.49 | 27.82 | 9.07 | 12.09 | 9.65 | 9.90 | 10.54 | 10.20 | 23.00 | 16.32 | -10.46 | 8.84 | 24.29 | 17.83 | -1.89 | 16.55 | 5.00 | 2.02 | 5.20 | 17.79 | 13.16 | 0.31 | 18.48 | 20.83 | 3.02 | 11.43 | 13.51 | 8.20 | 11.96 | 23.58 | 1.51 | -3.02 |
| Sharpe Ratio | NA | 1.88 | 0.47 | 0.71 | 0.70 | NA | NA | 0.86 | 1.49 | 1.29 | -0.98 | 0.71 | 1.16 | 2.04 | -0.30 | 3.08 | 0.54 | 0.21 | 0.59 | 2.20 | 1.55 | 0.02 | 1.56 | 2.15 | 0.35 | 0.79 | 1.27 | 1.02 | 1.57 | 3.38 | 0.07 | -0.60 |
| Standard Deviation(%) | NA | 10.91 | 11.03 | 13.66 | 11.49 | NA | NA | 10.13 | 11.16 | 9.37 | 12.06 | 12.37 | 20.70 | 8.03 | 10.85 | 5.18 | 8.83 | 9.69 | 8.78 | 8.06 | 8.43 | 15.68 | 11.76 | 9.64 | 5.96 | 10.65 | 8.08 | 5.92 | 7.02 | 6.78 | 5.42 | 8.86 |
| Draw Down(%) | NA | 7.28 | 14.31 | 20.72 | 20.72 | NA | NA | 20.72 | 7.28 | 7.04 | 13.55 | 9.07 | 20.72 | 3.60 | 12.48 | 1.56 | 7.34 | 8.14 | 6.68 | 5.36 | 6.92 | 12.76 | 8.23 | 4.54 | 5.01 | 6.56 | 8.93 | 3.84 | 6.65 | 2.65 | 5.10 | 12.96 |
| Yield(%) | NA | 2.86 | 3.70 | 4.77 | 3.86 | NA | NA | 0.00 | 1.21 | 3.33 | 2.79 | 4.41 | 10.69 | 3.56 | 1.88 | 4.29 | 2.58 | 3.51 | 2.80 | 4.27 | 4.14 | 2.40 | 3.54 | 5.41 | 9.12 | 8.15 | 7.17 | 4.13 | 3.01 | 3.90 | 6.28 | 7.16 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate |
4.06%
Dec 2013 - Dec 2016 |
5.20%
Dec 2013 - Dec 2018 |
7.26%
Oct 2013 - Oct 2023 |
8.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN Tactical Asset Allocation Moderate |
16.82%
Dec 2018 - Dec 2021 |
14.55%
Feb 2009 - Feb 2014 |
12.69%
Apr 2001 - Apr 2011 |
11.38%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart