Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Cognizant Technology Solutions 401K Savings Plan Tactical Asset Allocation Moderate | NA | 28.65% | 3.47% | 6.78% | 6.11% | 6.61% | 6.50% | 5.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cognizant Technology Solutions 401K Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.12 | 28.65 | 3.47 | 6.78 | 6.11 | 6.61 | 6.50 | 5.76 | NA | 9.04 | 25.75 | -23.37 | 10.32 | 10.97 | 14.86 | 0.52 | 9.00 | 8.40 | -1.97 | 4.23 | 15.64 | 8.59 | -2.97 | 10.56 | 11.61 | -3.37 | 7.65 | 10.03 | 4.62 | 7.37 | 9.85 | -8.77 | 0.41 |
| Sharpe Ratio | NA | 0.32 | -0.05 | 0.16 | 0.33 | NA | NA | 0.41 | 0.07 | 0.18 | 1.83 | -1.02 | 0.78 | 0.72 | 1.54 | -0.10 | 1.30 | 1.76 | -0.33 | 0.66 | 2.23 | 1.28 | -0.26 | 0.94 | 1.30 | -1.15 | 0.50 | 0.93 | 0.39 | 0.84 | 1.33 | -1.96 | -0.50 |
| Standard Deviation(%) | NA | 13.75 | 17.49 | 16.23 | 12.46 | NA | NA | 9.93 | 12.65 | 13.82 | 11.75 | 24.24 | 13.27 | 14.89 | 8.71 | 7.79 | 6.45 | 4.65 | 6.08 | 6.40 | 6.98 | 6.65 | 11.64 | 11.17 | 8.88 | 3.73 | 9.35 | 7.23 | 6.31 | 7.69 | 6.86 | 5.03 | 3.76 |
| Draw Down(%) | NA | 10.07 | 25.75 | 30.14 | 30.14 | NA | NA | 30.14 | 1.04 | 10.07 | 9.51 | 27.90 | 6.41 | 15.42 | 4.55 | 6.46 | 6.38 | 3.04 | 6.65 | 5.30 | 4.38 | 5.51 | 12.19 | 9.78 | 4.42 | 6.15 | 6.98 | 7.81 | 4.25 | 5.77 | 4.24 | 10.10 | 4.41 |
| Yield(%) | NA | 11.85 | 10.12 | 8.00 | 5.29 | NA | NA | 3.65 | NA | 0.29 | 13.24 | 6.74 | 9.67 | 4.95 | 4.60 | 4.56 | 0.01 | 0.90 | 2.84 | 4.68 | 3.32 | 3.77 | 0.94 | 4.01 | 0.60 | 0.45 | 4.84 | 6.14 | 2.43 | 1.86 | 0.35 | 0.86 | 1.96 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cognizant Technology Solutions 401K Savings Plan Tactical Asset Allocation Moderate |
-2.38%
Sep 2019 - Sep 2022 |
0.09%
Sep 2017 - Sep 2022 |
3.75%
Sep 2012 - Sep 2022 |
4.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cognizant Technology Solutions 401K Savings Plan Tactical Asset Allocation Moderate |
12.03%
Dec 2018 - Dec 2021 |
9.88%
Jun 2009 - Jun 2014 |
7.92%
Dec 2011 - Dec 2021 |
7.12%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart