Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ariba Inc Employee 401K Savings Plan Tactical Asset Allocation Moderate | NA | 35.31% | 15.18% | 17.23% | 11.77% | 11.51% | 11.73% | 11.92% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ariba Inc Employee 401K Savings Plan Tactical Asset Allocation 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 (%) | -0.90 | 35.31 | 15.18 | 17.23 | 11.77 | 11.51 | 11.73 | 11.92 | NA | 17.05 | 26.93 | -3.57 | 17.85 | 23.81 | 19.26 | -2.57 | 8.30 | 9.26 | 0.08 | 1.36 | 17.89 | 12.81 | 2.89 | 16.90 | 18.51 | 2.40 | 12.36 | 20.69 | 8.34 | 15.97 | 23.10 | 5.50 | 2.99 |
| Sharpe Ratio | NA | -0.60 | -0.05 | 0.36 | 0.43 | NA | NA | 0.76 | -0.12 | 1.02 | 2.75 | -0.38 | 1.57 | 1.25 | 2.62 | -0.37 | 1.44 | 1.07 | 0.01 | 0.16 | 2.26 | 1.63 | 0.18 | 1.26 | 1.68 | 9.34 | 0.91 | 2.08 | 0.84 | 1.79 | 3.83 | 1.65 | 0.26 |
| Standard Deviation(%) | NA | 31.31 | 20.20 | 18.46 | 14.31 | NA | NA | 11.42 | 211.13 | 10.21 | 8.26 | 13.11 | 11.32 | 18.80 | 6.81 | 10.48 | 5.33 | 8.44 | 9.49 | 8.21 | 7.89 | 7.82 | 15.69 | 13.30 | 10.98 | 0.16 | 10.30 | 8.38 | 7.33 | 8.40 | 5.85 | 2.65 | 2.63 |
| Draw Down(%) | NA | 30.75 | 30.75 | 30.75 | 30.75 | NA | NA | 30.75 | 25.59 | 7.00 | 5.12 | 12.52 | 5.10 | 20.13 | 3.51 | 13.94 | 3.58 | 6.69 | 9.43 | 8.44 | 6.32 | 5.33 | 12.52 | 7.99 | 4.96 | 0.15 | 6.52 | 6.57 | 4.25 | 10.36 | 2.68 | 2.07 | 2.77 |
| Yield(%) | NA | 17.97 | 14.23 | 11.82 | 7.99 | NA | NA | 0.00 | NA | 9.60 | 16.55 | 10.17 | 6.41 | 9.96 | 9.21 | 2.01 | 4.49 | 5.26 | 4.57 | 2.92 | 5.22 | 5.35 | 3.36 | 1.96 | 2.80 | 2.55 | 9.82 | 7.77 | 5.64 | 6.15 | 7.53 | 4.56 | 3.37 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Ariba Inc Employee 401K Savings Plan Tactical Asset Allocation Moderate |
3.08%
Feb 2014 - Feb 2017 |
3.18%
Dec 2013 - Dec 2018 |
7.05%
Mar 2010 - Mar 2020 |
8.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ariba Inc Employee 401K Savings Plan Tactical Asset Allocation Moderate |
20.28%
Dec 2018 - Dec 2021 |
17.87%
Nov 2019 - Nov 2024 |
13.95%
Apr 2003 - Apr 2013 |
12.13%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart