Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intuit Employees 401K Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 3.54% | 1.93% | 5.48% | 4.51% | 7.04% | 6.27% | 6.48% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intuit Employees 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 (%) | -0.49 | 3.54 | 1.93 | 5.48 | 4.51 | 7.04 | 6.27 | 6.48 | 1.59 | 12.55 | -13.36 | 10.00 | 18.22 | 19.33 | -7.19 | 11.53 | 2.35 | 3.15 | 2.10 | 13.39 | 14.24 | -1.39 | 11.90 | 27.26 | -23.94 | 9.82 | 11.61 | 10.25 | 13.75 | 24.04 | -2.81 | 2.76 |
| Sharpe Ratio | NA | 0.75 | 0.12 | 0.57 | 0.48 | NA | NA | 0.55 | 0.17 | 1.03 | -1.12 | 1.01 | 1.05 | 2.84 | -0.90 | 2.20 | 0.25 | 0.36 | 0.31 | 2.05 | 2.33 | -0.12 | 1.15 | 1.70 | -1.19 | 0.81 | 1.00 | 1.33 | 1.63 | 3.32 | -0.44 | 0.06 |
| Standard Deviation(%) | NA | 8.07 | 10.55 | 11.56 | 9.90 | NA | NA | 10.30 | 7.55 | 8.06 | 13.20 | 9.89 | 17.16 | 6.32 | 9.41 | 4.95 | 8.52 | 8.75 | 6.78 | 6.51 | 6.08 | 12.33 | 10.28 | 16.00 | 20.83 | 8.48 | 8.32 | 6.09 | 7.84 | 7.03 | 8.87 | 7.81 |
| Draw Down(%) | NA | 7.10 | 19.54 | 20.05 | 20.05 | NA | NA | 35.79 | 1.51 | 7.10 | 19.54 | 5.78 | 20.05 | 2.90 | 14.34 | 3.58 | 7.89 | 8.36 | 6.06 | 6.42 | 4.73 | 13.14 | 8.26 | 16.09 | 34.76 | 5.64 | 9.98 | 4.29 | 6.85 | 5.74 | 13.42 | 9.79 |
| Yield(%) | NA | 4.87 | 4.89 | 4.73 | 4.39 | NA | NA | 4.33 | 0.00 | 5.14 | 1.49 | 8.18 | 5.65 | 3.49 | 4.84 | 0.38 | 2.98 | 5.50 | 6.49 | 3.20 | 5.80 | 2.73 | 4.33 | 4.15 | 4.77 | 5.73 | 5.14 | 5.40 | 4.07 | 2.61 | 3.63 | 3.98 |
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 |
|---|---|---|---|---|
| Intuit Employees 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.70%
Feb 2006 - Feb 2009 |
0.33%
Feb 2004 - Feb 2009 |
4.51%
Oct 2013 - Oct 2023 |
4.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intuit Employees 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
18.90%
Mar 2003 - Mar 2006 |
15.28%
Feb 2009 - Feb 2014 |
9.41%
Mar 2003 - Mar 2013 |
8.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart