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 Strategic Asset Allocation - Equal Weight Moderate | 3.93% | 15.55% | 14.94% | 15.92% | 8.76% | 7.67% | 7.64% | 7.90% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
Intel Corporation 401(k) Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/03/2025 |
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 (%) | -1.23 | 15.55 | 14.94 | 15.92 | 8.76 | 7.67 | 7.64 | 7.90 | 3.93 | 19.16 | 23.04 | -3.42 | 2.90 | 21.42 | 14.41 | -5.86 | 14.15 | 6.26 | -1.77 | 1.01 | 11.78 | 11.80 | -5.68 | 10.59 | 28.65 | -26.92 | 14.71 | 14.09 | 15.39 | 14.44 | 25.99 | -3.71 | 1.19 |
Sharpe Ratio | NA | 1.50 | 1.72 | 1.29 | 0.75 | NA | NA | 0.62 | 0.73 | 2.12 | 2.87 | -0.45 | 0.30 | 1.09 | 1.80 | -0.72 | 2.72 | 0.65 | -0.20 | 0.15 | 1.73 | 1.42 | -0.37 | 0.90 | 1.59 | -1.22 | 1.10 | 1.38 | 2.30 | 1.81 | 3.13 | -0.51 | -0.14 |
Standard Deviation(%) | NA | 9.93 | 8.76 | 9.44 | 10.39 | NA | NA | 11.05 | 12.30 | 7.34 | 6.76 | 10.84 | 9.46 | 19.50 | 7.17 | 10.10 | 4.96 | 9.30 | 9.21 | 6.59 | 6.81 | 8.30 | 15.54 | 11.66 | 17.95 | 22.88 | 10.48 | 7.74 | 5.71 | 7.45 | 8.09 | 9.48 | 9.06 |
Draw Down(%) | NA | 7.51 | 7.95 | 15.24 | 21.33 | NA | NA | 38.78 | 7.51 | 4.31 | 3.85 | 13.23 | 6.09 | 21.33 | 4.41 | 12.96 | 1.62 | 7.61 | 9.76 | 5.93 | 6.08 | 8.10 | 15.58 | 9.94 | 16.47 | 36.49 | 8.07 | 10.36 | 4.37 | 7.72 | 8.36 | 16.07 | 13.87 |
Yield(%) | NA | 16.58 | 10.32 | 7.03 | 4.56 | NA | NA | 3.92 | NA | 4.61 | 15.82 | 7.63 | 2.26 | 2.30 | 1.98 | 2.81 | 0.82 | 2.12 | 2.82 | 2.12 | 2.00 | 2.29 | 2.65 | 1.69 | 2.33 | 3.07 | 8.36 | 5.75 | 5.45 | 2.81 | 2.56 | 2.39 | 3.65 |
Data as of 03/31/2025, 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 Strategic Asset Allocation - Equal Weight Moderate |
-6.46%
Feb 2006 - Feb 2009 |
0.89%
Oct 2007 - Oct 2012 |
3.66%
Oct 2007 - Oct 2017 |
3.86%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
Intel Corporation 401(k) Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
22.33%
Mar 2003 - Mar 2006 |
17.83%
Oct 2002 - Oct 2007 |
9.86%
Mar 2003 - Mar 2013 |
9.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart