Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Tactical Asset Allocation Moderate | -3.16% | 0.72% | 5.87% | 9.09% | 6.18% | 7.29% | 9.23% | 9.85% |
Data as of 04/30/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hewlett-Packard Company 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 07/15/2025 |
| 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 (%) | 2.82 | 0.72 | 5.87 | 9.09 | 6.18 | 7.29 | 9.23 | 9.85 | -3.16 | 11.87 | 15.11 | -15.91 | 16.53 | 13.48 | 22.55 | -9.76 | 13.28 | 7.78 | -2.44 | 9.03 | 16.51 | 15.39 | 3.10 | 13.74 | 26.22 | -6.28 | 18.34 | 16.04 | 12.03 | 18.83 | 23.80 | 9.15 | 3.86 |
| Sharpe Ratio | NA | -0.41 | 0.63 | 0.61 | 0.48 | NA | NA | 0.88 | 0.10 | 0.85 | 1.60 | -1.31 | 1.71 | 0.61 | 3.89 | -1.16 | 2.48 | 0.92 | -0.28 | 1.30 | 2.38 | 2.04 | 0.21 | 1.23 | 2.07 | -0.79 | 1.42 | 1.42 | 1.47 | 2.09 | 3.73 | 1.55 | 0.28 |
| Standard Deviation(%) | NA | 11.79 | 10.11 | 10.64 | 11.13 | NA | NA | 9.92 | 12.81 | 9.71 | 7.17 | 13.27 | 9.66 | 21.79 | 5.42 | 9.63 | 5.10 | 8.24 | 8.94 | 6.91 | 6.92 | 7.51 | 14.75 | 11.12 | 12.60 | 9.13 | 10.72 | 8.90 | 6.62 | 8.54 | 6.18 | 5.15 | 5.18 |
| Draw Down(%) | NA | 14.94 | 14.94 | 22.56 | 27.97 | NA | NA | 27.97 | 12.76 | 6.56 | 4.69 | 22.56 | 5.37 | 27.97 | 2.60 | 16.74 | 1.83 | 5.29 | 10.83 | 4.87 | 7.14 | 5.15 | 12.81 | 8.06 | 7.53 | 13.49 | 9.05 | 11.47 | 4.58 | 10.84 | 4.74 | 4.63 | 7.46 |
| Yield(%) | NA | 5.29 | 5.16 | 4.58 | 4.34 | NA | NA | 0.00 | NA | 2.90 | 3.57 | 5.02 | 5.90 | 1.78 | 6.55 | 3.20 | 2.90 | 4.75 | 3.32 | 5.35 | 2.52 | 4.33 | 3.74 | 6.98 | 5.52 | 5.64 | 9.87 | 8.42 | 7.79 | 5.22 | 5.93 | 4.70 | 9.83 |
Data as of 04/30/2025, 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 |
|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Tactical Asset Allocation Moderate |
0.18%
Mar 2017 - Mar 2020 |
1.41%
Mar 2015 - Mar 2020 |
5.68%
Oct 2013 - Oct 2023 |
7.23%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Tactical Asset Allocation Moderate |
21.43%
Apr 2003 - Apr 2006 |
18.66%
Mar 2003 - Mar 2008 |
14.89%
Apr 2003 - Apr 2013 |
12.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart