Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.82% | 4.13% | 7.62% | 5.87% | 6.38% | 6.42% | 6.71% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.87 | 22.82 | 4.13 | 7.62 | 5.87 | 6.38 | 6.42 | 6.71 | NA | 8.74 | 11.91 | -6.70 | 2.67 | 17.99 | 17.78 | -6.90 | 9.72 | 2.92 | 1.51 | 0.56 | 12.51 | 9.80 | -0.52 | 10.44 | 26.25 | -19.30 | 10.87 | 13.03 | 7.25 | 8.37 | 20.56 | 0.44 | 2.97 |
| Sharpe Ratio | NA | 0.41 | 0.07 | 0.35 | 0.34 | NA | NA | 0.48 | 0.08 | 0.25 | 0.95 | -0.66 | 0.29 | 0.97 | 2.59 | -0.35 | 1.82 | 0.31 | 0.18 | 0.08 | 2.00 | 1.64 | -0.05 | 1.12 | 1.84 | -1.08 | 0.83 | 1.34 | 0.96 | 0.98 | 3.08 | -0.10 | 0.09 |
| Standard Deviation(%) | NA | 8.53 | 9.77 | 11.88 | 12.12 | NA | NA | 10.64 | 7.76 | 8.59 | 8.04 | 12.15 | 9.19 | 18.28 | 6.32 | 23.54 | 5.00 | 8.87 | 8.34 | 6.65 | 6.24 | 5.94 | 10.59 | 9.27 | 14.21 | 18.79 | 9.46 | 7.29 | 5.30 | 7.59 | 6.45 | 6.99 | 7.35 |
| Draw Down(%) | NA | 5.59 | 15.05 | 22.05 | 22.05 | NA | NA | 32.13 | 0.56 | 5.59 | 6.75 | 15.20 | 6.20 | 22.05 | 3.00 | 17.08 | 2.27 | 9.29 | 8.52 | 5.76 | 6.43 | 4.98 | 10.52 | 7.11 | 15.20 | 31.50 | 6.71 | 8.47 | 4.00 | 7.12 | 6.31 | 11.90 | 8.64 |
| Yield(%) | NA | 5.07 | 4.18 | 3.79 | 3.60 | NA | NA | 4.01 | NA | 0.75 | 5.11 | 3.59 | 3.20 | 3.94 | 2.40 | 4.28 | 0.34 | 4.77 | 4.28 | 3.45 | 2.92 | 4.68 | 3.10 | 3.30 | 3.82 | 5.10 | 4.84 | 5.56 | 4.10 | 4.26 | 3.89 | 4.36 | 6.11 |
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 |
|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-3.73%
Feb 2006 - Feb 2009 |
0.82%
Feb 2004 - Feb 2009 |
3.90%
Mar 2010 - Mar 2020 |
4.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.08%
Feb 2009 - Feb 2012 |
13.55%
Feb 2009 - Feb 2014 |
8.64%
Mar 2003 - Mar 2013 |
7.86%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart