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 Strategic Asset Allocation - Equal Weight Moderate | NA | 0.68% | -0.43% | 1.98% | 4.61% | 4.60% | NA | 5.71% |
Data as of 05/29/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intuit 401K for Small Businesses Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 0.68 | -0.43 | 1.98 | 4.61 | 4.60 | NA | 5.71 | 2.83 | 13.02 | -8.40 | 3.98 | 4.84 | 4.45 | 2.44 | 7.63 | 12.87 | -3.18 | 15.56 | 29.81 | -23.11 | 5.09 | 11.41 | 8.21 | 17.02 | 25.21 | -4.22 | 3.53 |
| Sharpe Ratio | NA | 0.38 | 0.13 | 0.25 | 0.55 | NA | NA | 0.57 | 0.18 | 2.19 | -1.50 | 0.76 | 0.59 | 0.38 | 0.47 | 1.20 | 2.21 | -0.29 | 1.85 | 2.20 | -1.64 | 0.28 | 1.26 | 1.15 | 2.50 | 4.92 | -0.55 | 0.14 |
| Standard Deviation(%) | NA | 12.44 | 8.61 | 7.97 | 8.19 | NA | NA | 8.69 | 14.86 | 5.30 | 6.48 | 4.41 | 7.79 | 11.66 | 5.13 | 6.34 | 5.81 | 10.92 | 8.36 | 13.49 | 14.67 | 7.43 | 6.43 | 5.26 | 6.43 | 4.98 | 9.72 | 8.61 |
| Draw Down(%) | NA | 18.79 | 18.79 | 18.79 | 18.79 | NA | NA | 35.64 | 18.79 | 1.95 | 12.14 | 3.00 | 7.33 | 6.27 | 5.10 | 7.18 | 4.74 | 13.83 | 6.33 | 15.20 | 33.88 | 6.69 | 6.94 | 3.96 | 6.75 | 4.22 | 16.88 | 10.73 |
| Yield(%) | NA | 2.90 | 2.81 | 3.26 | 3.96 | NA | NA | 4.96 | 0.51 | 3.85 | 4.32 | 0.57 | 3.29 | 5.29 | 4.21 | 3.68 | 5.05 | 6.37 | 5.61 | 5.64 | 8.78 | 7.00 | 4.71 | 7.56 | 6.18 | 2.83 | 3.45 | 5.27 |
Data as of 05/29/2020, 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 Strategic Asset Allocation - Equal Weight Moderate |
-7.22%
Feb 2006 - Feb 2009 |
-0.09%
Feb 2004 - Feb 2009 |
3.37%
Mar 2010 - Mar 2020 |
4.02%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intuit 401K for Small Businesses Strategic Asset Allocation - Equal Weight Moderate |
19.09%
Feb 2009 - Feb 2012 |
14.76%
Feb 2009 - Feb 2014 |
9.31%
Mar 2003 - Mar 2013 |
7.88%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart