Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ford Motor 401K Strategic Asset Allocation - Equal Weight Moderate | 2.59% | 15.23% | 15.80% | 17.06% | 9.86% | 9.28% | 8.18% | 7.66% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ford Motor 401K Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/03/2025 |
| 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 (%) | -1.60 | 15.23 | 15.80 | 17.06 | 9.86 | 9.28 | 8.18 | 7.66 | 2.59 | 21.63 | 25.40 | -4.55 | 5.60 | 25.77 | 14.57 | -3.67 | 11.90 | 3.63 | 3.14 | 3.32 | 15.32 | 10.64 | -0.03 | 12.63 | 22.40 | -22.28 | 6.65 | 12.15 | 8.38 | 12.24 | 23.79 | -8.34 | -3.73 |
| Sharpe Ratio | NA | 1.44 | 1.66 | 1.20 | 0.88 | NA | NA | 0.71 | 0.61 | 2.32 | 2.80 | -0.42 | 0.63 | 1.47 | 1.97 | -0.60 | 2.39 | 0.42 | 0.36 | 0.48 | 2.77 | 1.71 | -0.01 | 1.40 | 1.71 | -1.51 | 0.40 | 1.23 | 1.23 | 1.51 | 3.64 | -1.12 | -0.81 |
| Standard Deviation(%) | NA | 10.55 | 10.21 | 10.38 | 10.14 | NA | NA | 9.36 | 13.15 | 7.78 | 7.76 | 14.07 | 8.80 | 17.34 | 6.65 | 8.36 | 4.71 | 8.18 | 8.68 | 6.82 | 5.52 | 6.17 | 10.44 | 8.95 | 13.07 | 15.40 | 8.70 | 7.08 | 4.96 | 7.45 | 6.33 | 8.43 | 7.57 |
| Draw Down(%) | NA | 8.40 | 8.73 | 15.22 | 20.26 | NA | NA | 32.86 | 8.40 | 4.66 | 4.21 | 13.64 | 4.57 | 20.26 | 3.57 | 11.07 | 1.36 | 8.50 | 7.59 | 5.70 | 3.96 | 5.52 | 10.21 | 7.27 | 12.00 | 28.23 | 6.45 | 8.40 | 3.68 | 6.12 | 5.54 | 14.62 | 14.03 |
| Yield(%) | NA | 14.90 | 10.50 | 7.47 | 5.21 | NA | NA | 3.69 | NA | 4.42 | 14.56 | 7.82 | 4.18 | 3.89 | 1.85 | 3.42 | 0.61 | 2.78 | 4.31 | 3.83 | 2.24 | 2.38 | 2.93 | 1.65 | 2.36 | 3.19 | 3.55 | 2.84 | 2.50 | 3.11 | 1.83 | 2.41 | 2.29 |
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 |
|---|---|---|---|---|
| Ford Motor 401K Strategic Asset Allocation - Equal Weight Moderate |
-5.72%
Feb 2006 - Feb 2009 |
0.39%
Feb 2004 - Feb 2009 |
4.79%
Feb 2006 - Feb 2016 |
5.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ford Motor 401K Strategic Asset Allocation - Equal Weight Moderate |
20.00%
May 2022 - May 2025 |
17.06%
Mar 2020 - Mar 2025 |
10.29%
May 2015 - May 2025 |
10.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart