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Performance Comparison
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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 07/11/2025
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 -0.38 0.62 0.61 0.50 NA NA 0.88 0.11 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 10.12 10.65 11.13 NA NA 9.92 12.91 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