Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intuit 401K for Small Businesses Tactical Asset Allocation Moderate | -1.44% | 1.56% | -0.17% | 8.41% | 3.86% | 5.77% | 7.04% | 7.92% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intuit 401K for Small Businesses Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.21 | 1.56 | -0.17 | 8.41 | 3.86 | 5.77 | 7.04 | 7.92 | -1.44 | 9.24 | 3.19 | -5.80 | 13.02 | 4.51 | 18.53 | -8.52 | 8.30 | 5.02 | -2.68 | 7.36 | 11.06 | 12.56 | 8.59 | 9.58 | 23.65 | -4.90 | 12.51 | 14.24 | 9.45 | 17.82 | 22.72 | 1.97 | 7.78 |
| Sharpe Ratio | NA | 0.12 | -0.28 | 0.48 | 0.28 | NA | NA | 0.73 | -0.03 | 0.67 | -0.06 | -0.58 | 1.27 | 0.22 | 3.25 | -1.20 | 1.61 | 0.56 | -0.31 | 0.99 | 1.54 | 1.70 | 0.72 | 0.80 | 2.15 | -0.69 | 1.13 | 1.37 | 1.11 | 2.29 | 3.35 | 0.13 | 1.05 |
| Standard Deviation(%) | NA | 10.66 | 9.81 | 10.29 | 10.29 | NA | NA | 9.17 | 12.52 | 8.40 | 7.41 | 12.55 | 10.25 | 19.05 | 5.24 | 8.22 | 4.74 | 8.62 | 8.63 | 7.44 | 7.16 | 7.34 | 11.95 | 11.88 | 10.94 | 8.48 | 8.28 | 7.90 | 6.51 | 7.37 | 6.56 | 6.21 | 5.09 |
| Draw Down(%) | NA | 11.71 | 15.67 | 16.64 | 25.50 | NA | NA | 25.50 | 11.22 | 5.39 | 6.53 | 16.64 | 7.72 | 25.50 | 2.05 | 13.54 | 2.76 | 7.93 | 9.97 | 5.36 | 7.29 | 5.02 | 9.16 | 9.71 | 5.29 | 16.25 | 6.58 | 9.27 | 4.92 | 6.74 | 5.15 | 4.80 | 4.10 |
| Yield(%) | NA | 1.25 | 4.71 | 5.43 | 4.69 | NA | NA | 0.00 | 0.00 | 1.73 | 3.25 | 12.47 | 9.56 | 1.36 | 8.02 | 4.85 | 1.52 | 2.47 | 3.58 | 3.12 | 2.61 | 3.44 | 6.40 | 2.96 | 7.28 | 9.23 | 4.83 | 3.51 | 3.44 | 3.70 | 3.05 | 2.08 | 7.29 |
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 |
|---|---|---|---|---|
| Intuit 401K for Small Businesses Tactical Asset Allocation Moderate |
-1.38%
Mar 2017 - Mar 2020 |
-0.49%
Mar 2015 - Mar 2020 |
3.77%
Oct 2013 - Oct 2023 |
5.56%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intuit 401K for Small Businesses Tactical Asset Allocation Moderate |
18.64%
Apr 2003 - Apr 2006 |
16.53%
Mar 2003 - Mar 2008 |
12.85%
Apr 2003 - Apr 2013 |
10.25%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart