Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nvidia Corporation 401K Plan Tactical Asset Allocation Moderate | NA | 0.09% | 3.66% | 4.85% | 4.22% | 5.54% | 6.49% | 6.86% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nvidia Corporation 401K Plan Tactical Asset Allocation 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 (%) | -0.63 | 0.09 | 3.66 | 4.85 | 4.22 | 5.54 | 6.49 | 6.86 | 0.99 | 11.81 | -10.36 | 8.01 | 18.81 | 8.86 | -1.09 | 10.35 | 4.12 | -0.56 | 1.30 | 14.74 | 6.30 | -2.01 | 8.94 | 17.35 | 0.17 | 13.46 | 10.77 | 7.06 | 11.25 | 18.10 | 1.60 | 6.54 |
| Sharpe Ratio | NA | 0.51 | 0.10 | 0.61 | 0.55 | NA | NA | 0.79 | 0.09 | 0.95 | -1.14 | 0.85 | 2.21 | 1.34 | -0.31 | 1.87 | 0.95 | -0.11 | 0.19 | 2.11 | 1.08 | -0.19 | 0.76 | 2.17 | -0.19 | 1.06 | 0.99 | 0.80 | 1.20 | 3.00 | 0.10 | 1.16 |
| Standard Deviation(%) | NA | 7.87 | 9.15 | 8.49 | 7.32 | NA | NA | 7.48 | 7.46 | 7.95 | 10.26 | 9.40 | 8.40 | 5.56 | 7.73 | 5.20 | 4.11 | 5.48 | 6.68 | 6.98 | 5.79 | 10.91 | 11.58 | 7.97 | 3.90 | 9.86 | 7.58 | 6.14 | 8.60 | 5.80 | 4.96 | 3.66 |
| Draw Down(%) | NA | 6.49 | 14.36 | 14.36 | 14.36 | NA | NA | 14.36 | 1.80 | 6.49 | 14.15 | 5.38 | 8.00 | 3.43 | 7.32 | 4.78 | 3.48 | 5.14 | 5.29 | 5.42 | 5.42 | 12.95 | 10.04 | 4.01 | 3.35 | 6.96 | 9.20 | 4.63 | 6.70 | 3.53 | 5.98 | 2.77 |
| Yield(%) | NA | 4.63 | 4.65 | 4.24 | 3.63 | NA | NA | 3.87 | 0.01 | 4.92 | 2.97 | 6.24 | 3.57 | 3.84 | 2.03 | 0.26 | 2.17 | 5.64 | 5.12 | 2.18 | 4.06 | 1.93 | 3.85 | 4.58 | 2.90 | 5.75 | 5.50 | 3.37 | 2.95 | 3.31 | 5.19 | 6.65 |
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 |
|---|---|---|---|---|
| Nvidia Corporation 401K Plan Tactical Asset Allocation Moderate |
1.60%
Dec 2013 - Dec 2016 |
2.61%
Apr 2011 - Apr 2016 |
4.22%
Oct 2013 - Oct 2023 |
5.32%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nvidia Corporation 401K Plan Tactical Asset Allocation Moderate |
13.69%
Apr 2003 - Apr 2006 |
12.86%
Oct 2002 - Oct 2007 |
10.02%
Apr 2001 - Apr 2011 |
8.28%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart