Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Gilead Sciences 401K Plan Tactical Asset Allocation Moderate | NA | 2.63% | 6.78% | 10.26% | 9.06% | 10.37% | 10.36% | 10.57% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Gilead Sciences 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -1.20 | 2.63 | 6.78 | 10.26 | 9.06 | 10.37 | 10.36 | 10.57 | 3.39 | 11.71 | -8.12 | 18.82 | 26.49 | 21.05 | -1.16 | 15.30 | 8.45 | 2.72 | 7.93 | 15.34 | 11.93 | 3.42 | 15.33 | 19.29 | 0.40 | 10.09 | 20.42 | 5.48 | 13.45 | 23.01 | 7.19 | 2.11 |
| Sharpe Ratio | NA | 0.79 | 0.54 | 0.90 | 0.87 | NA | NA | 1.01 | 0.33 | 0.82 | -0.81 | 1.79 | 1.28 | 3.41 | -0.25 | 2.57 | 1.00 | 0.29 | 0.98 | 2.22 | 1.59 | 0.23 | 1.35 | 1.78 | -0.09 | 0.71 | 2.13 | 0.49 | 1.56 | 3.84 | 1.54 | -0.04 |
| Standard Deviation(%) | NA | 9.21 | 10.43 | 12.55 | 10.66 | NA | NA | 9.52 | 9.41 | 9.05 | 11.72 | 10.48 | 20.58 | 5.75 | 10.06 | 5.71 | 8.27 | 9.23 | 8.04 | 6.89 | 7.46 | 14.73 | 11.30 | 10.79 | 5.74 | 10.04 | 8.04 | 6.75 | 8.00 | 5.81 | 3.94 | 5.07 |
| Draw Down(%) | NA | 6.65 | 14.52 | 19.69 | 19.69 | NA | NA | 19.69 | 1.93 | 6.65 | 14.52 | 4.44 | 19.69 | 2.43 | 12.07 | 2.34 | 6.48 | 8.70 | 6.03 | 6.55 | 5.62 | 12.21 | 7.58 | 5.06 | 5.43 | 7.25 | 6.37 | 4.81 | 9.76 | 2.31 | 2.50 | 4.88 |
| Yield(%) | NA | 3.85 | 5.44 | 5.19 | 4.23 | NA | NA | 0.00 | 0.00 | 4.09 | 3.87 | 8.57 | 5.38 | 4.57 | 2.27 | 4.92 | 4.36 | 2.46 | 2.47 | 4.18 | 2.05 | 2.28 | 2.75 | 4.15 | 4.38 | 5.22 | 6.28 | 3.72 | 2.90 | 4.91 | 4.13 | 5.28 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Gilead Sciences 401K Plan Tactical Asset Allocation Moderate |
5.46%
Oct 2013 - Oct 2016 |
6.40%
Mar 2015 - Mar 2020 |
8.38%
Mar 2010 - Mar 2020 |
9.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Gilead Sciences 401K Plan Tactical Asset Allocation Moderate |
22.08%
Dec 2018 - Dec 2021 |
16.16%
Oct 2016 - Oct 2021 |
12.70%
Mar 2002 - Mar 2012 |
11.82%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart