Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intel Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | 2.30% | 16.26% | 15.81% | 14.79% | 9.53% | 10.14% | 10.79% | 11.29% |
Data as of 02/28/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intel Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/27/2025 |
| 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 (%) | -0.35 | 16.26 | 15.81 | 14.79 | 9.53 | 10.14 | 10.79 | 11.29 | 2.30 | 19.50 | 25.10 | -3.21 | 8.26 | 21.27 | 18.37 | -4.27 | 11.51 | 6.49 | -1.61 | 5.62 | 16.72 | 14.21 | 2.78 | 13.07 | 16.06 | 2.70 | 19.43 | 17.12 | 14.68 | 18.18 | 30.34 | 5.44 | -0.31 |
| Sharpe Ratio | NA | 0.86 | 1.38 | 1.25 | 0.78 | NA | NA | 1.01 | 0.39 | 1.62 | 2.61 | -0.36 | 0.75 | 1.06 | 2.25 | -0.55 | 1.90 | 0.70 | -0.18 | 0.71 | 2.45 | 1.75 | 0.18 | 1.06 | 1.56 | 12.29 | 1.20 | 1.32 | 1.60 | 1.74 | 4.33 | 1.90 | -0.85 |
| Standard Deviation(%) | NA | 10.83 | 10.21 | 10.90 | 11.10 | NA | NA | 9.97 | 11.74 | 9.77 | 8.22 | 12.90 | 10.98 | 19.76 | 7.50 | 10.33 | 5.72 | 8.97 | 9.25 | 7.92 | 6.81 | 8.08 | 15.06 | 12.24 | 10.21 | 0.14 | 13.61 | 10.37 | 7.77 | 9.86 | 6.83 | 2.26 | 3.24 |
| Draw Down(%) | NA | 10.62 | 10.62 | 15.12 | 21.30 | NA | NA | 21.30 | 9.84 | 6.42 | 5.33 | 13.75 | 4.77 | 21.30 | 4.05 | 13.43 | 2.59 | 7.68 | 9.33 | 6.26 | 3.44 | 6.78 | 12.72 | 8.79 | 5.29 | 0.00 | 10.07 | 12.98 | 5.76 | 10.45 | 2.73 | 1.39 | 5.51 |
| Yield(%) | NA | 16.01 | 12.98 | 9.09 | 6.29 | NA | NA | 0.00 | NA | 9.82 | 14.19 | 8.94 | 4.82 | 4.31 | 3.38 | 3.02 | 4.04 | 2.76 | 4.86 | 2.74 | 3.12 | 4.68 | 2.14 | 3.70 | 4.22 | 2.55 | 6.39 | 5.86 | 4.44 | 3.31 | 4.19 | 4.89 | 3.09 |
Data as of 02/28/2025, 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 |
|---|---|---|---|---|
| Intel Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
3.42%
Feb 2014 - Feb 2017 |
2.98%
Mar 2015 - Mar 2020 |
6.55%
Mar 2010 - Mar 2020 |
7.68%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intel Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
24.43%
Apr 2003 - Apr 2006 |
20.76%
Oct 2002 - Oct 2007 |
15.04%
Apr 2003 - Apr 2013 |
12.58%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart