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 Strategic Asset Allocation - Equal Weight Moderate | 0.13% | 7.32% | 1.59% | 3.60% | 4.35% | 5.87% | 6.09% | 7.24% |
Data as of 01/08/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | 0.24 | 7.32 | 1.59 | 3.60 | 4.35 | 5.87 | 6.09 | 7.24 | 0.13 | 6.66 | 11.88 | -13.86 | 6.48 | 8.97 | 18.02 | -6.35 | 8.70 | 6.83 | 1.21 | 4.97 | 8.93 | 16.04 | -0.06 | 16.38 | 28.13 | -25.66 | 7.34 | 14.89 | 13.43 | 17.42 | 29.98 | 0.41 | 9.44 |
| Sharpe Ratio | NA | 0.11 | -0.31 | 0.10 | 0.30 | NA | NA | 0.62 | 0.01 | 0.01 | 1.18 | -1.39 | 0.88 | 0.46 | 2.87 | -1.03 | 2.00 | 0.87 | 0.15 | 0.80 | 1.36 | 2.47 | -0.01 | 1.52 | 1.79 | -1.30 | 0.47 | 1.85 | 2.04 | 2.52 | 5.31 | -0.09 | 0.96 |
| Standard Deviation(%) | NA | 6.79 | 8.35 | 11.18 | 9.22 | NA | NA | 9.65 | 5.01 | 6.83 | 6.47 | 10.99 | 7.33 | 18.99 | 5.78 | 7.46 | 4.04 | 7.62 | 7.92 | 6.18 | 6.55 | 6.49 | 11.49 | 10.69 | 15.62 | 20.52 | 9.33 | 6.30 | 5.53 | 6.55 | 5.52 | 7.52 | 7.42 |
| Draw Down(%) | NA | 6.69 | 18.01 | 26.29 | 26.29 | NA | NA | 38.64 | 0.32 | 6.58 | 5.28 | 18.92 | 4.65 | 26.29 | 2.55 | 10.57 | 1.43 | 5.96 | 8.25 | 5.67 | 7.98 | 5.77 | 12.02 | 8.15 | 16.73 | 37.19 | 7.33 | 6.98 | 4.67 | 8.70 | 3.62 | 14.97 | 7.89 |
| Yield(%) | NA | 6.51 | 5.03 | 5.71 | 4.43 | NA | NA | 5.29 | NA | 1.57 | 5.56 | 4.91 | 2.96 | 8.36 | 4.91 | 3.74 | 0.55 | 3.45 | 3.83 | 3.72 | 2.76 | 4.09 | 3.89 | 7.17 | 4.47 | 4.94 | 9.06 | 9.00 | 7.81 | 5.25 | 6.86 | 5.12 | 7.75 |
Data as of 01/08/2025, 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 Strategic Asset Allocation - Equal Weight Moderate |
-8.02%
Feb 2006 - Feb 2009 |
0.88%
Feb 2004 - Feb 2009 |
3.57%
Oct 2013 - Oct 2023 |
4.00%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
21.93%
Mar 2003 - Mar 2006 |
18.21%
Oct 2002 - Oct 2007 |
11.11%
Sep 2002 - Sep 2012 |
9.55%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart