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 Strategic Asset Allocation - Equal Weight Moderate | NA | 5.27% | 0.67% | 4.30% | 3.99% | 6.56% | 6.07% | 6.60% |
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 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 (%) | -0.73 | 5.27 | 0.67 | 4.30 | 3.99 | 6.56 | 6.07 | 6.60 | 1.27 | 15.16 | -11.94 | 2.38 | 17.30 | 17.81 | -8.09 | 14.25 | 3.41 | 2.81 | 1.07 | 12.62 | 13.56 | -1.47 | 11.75 | 27.19 | -20.02 | 12.57 | 9.75 | 10.23 | 10.57 | 23.79 | -2.90 | 9.33 |
| Sharpe Ratio | NA | 0.85 | 0.01 | 0.44 | 0.42 | NA | NA | 0.57 | 0.13 | 1.27 | -0.99 | 0.23 | 0.97 | 2.28 | -0.96 | 3.29 | 0.39 | 0.31 | 0.14 | 1.92 | 2.19 | -0.12 | 1.24 | 1.82 | -1.12 | 1.19 | 0.99 | 1.34 | 1.31 | 2.79 | -0.37 | 0.70 |
| Standard Deviation(%) | NA | 8.50 | 10.90 | 11.97 | 10.19 | NA | NA | 10.24 | 7.79 | 8.57 | 13.48 | 10.29 | 17.55 | 7.18 | 9.76 | 4.13 | 8.30 | 9.00 | 7.40 | 6.55 | 6.16 | 12.01 | 9.43 | 14.87 | 18.69 | 8.04 | 6.58 | 6.04 | 7.37 | 8.28 | 10.95 | 10.05 |
| Draw Down(%) | NA | 6.69 | 19.40 | 21.67 | 21.67 | NA | NA | 31.77 | 1.65 | 6.69 | 18.05 | 6.70 | 21.67 | 3.40 | 14.65 | 2.13 | 7.48 | 8.42 | 5.31 | 6.47 | 4.82 | 13.02 | 7.30 | 15.54 | 31.41 | 4.88 | 7.54 | 3.83 | 6.22 | 7.35 | 16.44 | 10.82 |
| Yield(%) | NA | 4.72 | 4.29 | 4.02 | 3.96 | NA | NA | 4.13 | 0.00 | 5.03 | 2.84 | 5.07 | 4.49 | 2.91 | 5.80 | 0.59 | 2.15 | 7.19 | 3.83 | 2.72 | 4.41 | 2.38 | 4.66 | 3.97 | 5.92 | 6.24 | 5.57 | 4.04 | 3.38 | 2.92 | 3.89 | 5.08 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.37%
Feb 2006 - Feb 2009 |
1.15%
Feb 2004 - Feb 2009 |
3.99%
Oct 2013 - Oct 2023 |
4.42%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nvidia Corporation 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
17.98%
Feb 2009 - Feb 2012 |
14.49%
Feb 2009 - Feb 2014 |
9.76%
Mar 2003 - Mar 2013 |
8.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart