Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Morningstar Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate | 1.56% | 1.70% | 10.57% | 14.25% | 8.15% | 6.87% | 6.76% | 7.35% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Morningstar Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.43 | 1.70 | 10.57 | 14.25 | 8.15 | 6.87 | 6.76 | 7.35 | 1.56 | 4.82 | 40.63 | -11.66 | 7.79 | 18.10 | 14.31 | -6.04 | 8.43 | 4.31 | 6.96 | -1.68 | 6.58 | 9.73 | -2.83 | 14.02 | 29.98 | -21.86 | 8.61 | 11.03 | 9.37 | 13.56 | 23.77 | -1.15 | 5.70 |
| Sharpe Ratio | NA | 0.15 | 0.56 | 0.69 | 0.54 | NA | NA | 0.60 | 0.40 | 0.18 | 1.31 | -1.18 | 0.87 | 1.16 | 2.36 | -0.98 | 2.13 | 0.56 | 0.49 | -0.32 | 1.29 | 1.94 | -0.27 | 1.58 | 2.05 | -1.49 | 0.72 | 1.38 | 1.58 | 2.31 | 4.71 | -0.41 | 0.59 |
| Standard Deviation(%) | NA | 8.51 | 17.77 | 15.08 | 12.87 | NA | NA | 10.36 | 9.72 | 6.75 | 28.16 | 11.14 | 8.96 | 15.34 | 5.45 | 7.58 | 3.65 | 7.36 | 14.22 | 5.23 | 5.06 | 5.00 | 10.75 | 8.84 | 14.58 | 15.27 | 7.63 | 5.53 | 4.51 | 5.45 | 4.89 | 5.67 | 5.54 |
| Draw Down(%) | NA | 9.36 | 12.35 | 17.79 | 19.74 | NA | NA | 33.31 | 8.90 | 5.10 | 7.10 | 16.83 | 6.90 | 19.74 | 3.25 | 11.18 | 1.91 | 7.19 | 6.61 | 7.22 | 6.48 | 4.43 | 13.27 | 6.84 | 13.78 | 31.21 | 6.16 | 5.84 | 3.10 | 5.89 | 3.06 | 11.05 | 7.03 |
| Yield(%) | NA | 5.14 | 7.62 | 5.88 | 3.96 | NA | NA | 5.05 | NA | 1.80 | 5.56 | 8.52 | 7.85 | 3.55 | 2.88 | 2.92 | 0.81 | 1.88 | 2.72 | 1.86 | 3.39 | 3.89 | 5.47 | 5.79 | 4.47 | 6.97 | 10.42 | 6.59 | 8.14 | 5.48 | 4.72 | 4.83 | 5.71 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Morningstar Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.67%
Feb 2006 - Feb 2009 |
0.64%
Feb 2004 - Feb 2009 |
3.36%
Mar 2010 - Mar 2020 |
4.01%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Morningstar Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
20.20%
Mar 2020 - Mar 2023 |
14.25%
Mar 2020 - Mar 2025 |
8.97%
Mar 2003 - Mar 2013 |
9.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart