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 Strategic Asset Allocation - Equal Weight Moderate | NA | 1.88% | 2.21% | 4.85% | 4.46% | 6.63% | 5.82% | 6.25% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.12 | 1.88 | 2.21 | 4.85 | 4.46 | 6.63 | 5.82 | 6.25 | 0.47 | 9.83 | -12.71 | 13.08 | 12.69 | 18.22 | -7.28 | 8.96 | 3.12 | 3.61 | 8.49 | 9.01 | 10.90 | 1.08 | 15.27 | 24.05 | -22.36 | 3.18 | 14.39 | 7.45 | 12.76 | 18.37 | 1.53 | 6.06 |
| Sharpe Ratio | NA | 0.21 | 0.12 | 0.44 | 0.46 | NA | NA | 0.54 | 0.02 | 0.68 | -1.11 | 1.51 | 0.64 | 2.74 | -1.08 | 2.07 | 0.38 | 0.44 | 1.48 | 1.51 | 1.83 | 0.09 | 1.55 | 1.35 | -1.13 | 0.02 | 1.61 | 0.96 | 1.81 | 3.51 | 0.08 | 0.69 |
| Standard Deviation(%) | NA | 8.08 | 10.01 | 11.98 | 9.79 | NA | NA | 9.94 | 7.64 | 8.24 | 12.67 | 8.64 | 19.45 | 6.13 | 7.96 | 4.02 | 7.75 | 8.13 | 5.71 | 5.93 | 5.92 | 11.62 | 9.79 | 17.71 | 20.56 | 8.39 | 6.91 | 5.48 | 6.54 | 5.04 | 5.53 | 5.44 |
| Draw Down(%) | NA | 7.30 | 18.54 | 23.15 | 23.15 | NA | NA | 38.91 | 1.41 | 7.30 | 18.49 | 4.69 | 23.15 | 2.80 | 12.11 | 1.79 | 7.87 | 6.48 | 3.77 | 6.10 | 4.74 | 11.20 | 7.88 | 18.92 | 34.08 | 6.95 | 6.16 | 4.00 | 7.46 | 3.71 | 9.74 | 7.10 |
| Yield(%) | NA | 5.63 | 6.41 | 6.63 | 4.49 | NA | NA | 4.00 | 0.01 | 5.95 | 5.11 | 8.16 | 9.28 | 5.03 | 2.79 | 0.46 | 2.56 | 2.88 | 3.01 | 1.90 | 2.45 | 2.74 | 2.45 | 3.26 | 4.10 | 5.25 | 5.14 | 3.99 | 3.41 | 3.85 | 3.29 | 5.04 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-8.41%
Feb 2006 - Feb 2009 |
-1.32%
Feb 2004 - Feb 2009 |
4.46%
Oct 2013 - Oct 2023 |
4.42%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Gilead Sciences 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
20.53%
Feb 2009 - Feb 2012 |
15.60%
Feb 2009 - Feb 2014 |
9.69%
Feb 2009 - Feb 2019 |
7.59%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart