Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| DELL INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | 7.04% | 2.55% | 8.04% | 6.30% | 8.47% | 5.72% | 6.21% | 6.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELL INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 05/19/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.86 | 8.04 | 6.30 | 8.47 | 5.72 | 6.21 | 6.26 | 7.04 | 2.55 | 7.90 | 14.32 | -7.58 | 5.44 | 15.21 | 15.32 | -8.42 | 15.68 | 6.66 | -3.47 | 2.35 | 8.98 | 12.09 | -2.89 | 13.47 | 30.89 | -26.33 | 14.03 | 13.87 | 12.67 | 15.88 | 24.06 | -1.76 | 4.44 |
| Sharpe Ratio | NA | -0.11 | 0.49 | 0.74 | 0.43 | NA | NA | 0.57 | 0.32 | 0.18 | 1.40 | -0.77 | 0.61 | 0.92 | 2.09 | -1.11 | 3.23 | 0.73 | -0.42 | 0.34 | 1.27 | 1.71 | -0.22 | 1.23 | 1.82 | -1.35 | 1.09 | 1.43 | 1.85 | 2.09 | 3.60 | -0.38 | 0.26 |
| Standard Deviation(%) | NA | 9.48 | 9.03 | 9.32 | 9.54 | NA | NA | 10.07 | 11.89 | 7.48 | 7.18 | 11.57 | 8.89 | 16.26 | 6.67 | 8.80 | 4.67 | 8.83 | 8.37 | 6.82 | 7.02 | 7.04 | 13.02 | 10.86 | 16.88 | 20.13 | 10.17 | 7.44 | 5.67 | 7.14 | 6.50 | 7.65 | 8.18 |
| Draw Down(%) | NA | 9.93 | 11.21 | 15.82 | 21.26 | NA | NA | 38.02 | 9.21 | 4.80 | 5.42 | 15.82 | 5.78 | 21.26 | 3.89 | 14.64 | 1.58 | 7.02 | 10.87 | 6.08 | 7.89 | 6.49 | 13.90 | 8.03 | 15.35 | 35.68 | 6.76 | 9.79 | 4.30 | 7.63 | 6.74 | 14.31 | 11.30 |
| Yield(%) | NA | 4.17 | 4.08 | 3.28 | 2.80 | NA | NA | 3.43 | NA | 0.59 | 4.40 | 3.26 | 4.06 | 1.82 | 2.60 | 2.60 | 0.42 | 2.44 | 3.26 | 2.65 | 2.11 | 4.13 | 2.76 | 3.85 | 2.36 | 6.34 | 7.96 | 5.47 | 5.11 | 3.56 | 1.96 | 2.04 | 3.13 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELL INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.01%
Feb 2006 - Feb 2009 |
1.17%
Mar 2015 - Mar 2020 |
3.72%
Mar 2010 - Mar 2020 |
3.70%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELL INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.40%
Mar 2003 - Mar 2006 |
17.08%
Oct 2002 - Oct 2007 |
10.32%
Mar 2003 - Mar 2013 |
8.68%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart