Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) Plan Strategic Asset Allocation – Optimal Moderate | NA | 33.42% | 12.58% | 12.49% | 8.85% | 9.23% | 7.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -0.75 | 33.42 | 12.58 | 12.49 | 8.85 | 9.23 | 7.82 | … | … | 0.41 | 20.68 | 24.39 | -5.10 | 10.56 | 11.85 | 17.41 | -5.00 | 9.79 | 8.19 | 0.49 | 5.75 | 16.36 | 10.66 | -0.24 | 13.44 | 22.48 | -23.82 | 4.27 | 13.44 | 7.38 | 12.70 | 24.64 | -8.01 | -2.72 |
| Sharpe Ratio | NA | 2.31 | 0.94 | 0.81 | 0.73 | NA | NA | … | … | 0.06 | 2.21 | 2.48 | -0.51 | 1.19 | 0.62 | 2.32 | -0.70 | 2.22 | 0.92 | 0.05 | 0.86 | 2.21 | 1.29 | -0.02 | 1.06 | 1.14 | -0.98 | 0.12 | 1.28 | 0.76 | 1.53 | 2.74 | -0.77 | -0.46 |
| Standard Deviation(%) | NA | 6.35 | 9.44 | 11.84 | 10.00 | NA | NA | … | … | 6.23 | 6.38 | 8.10 | 12.67 | 8.82 | 18.85 | 6.91 | 9.06 | 4.14 | 8.67 | 8.86 | 6.68 | 7.39 | 8.22 | 15.30 | 12.60 | 19.67 | 25.26 | 10.90 | 7.95 | 6.84 | 7.67 | 8.74 | 11.91 | 10.99 |
| Draw Down(%) | NA | 2.95 | 12.06 | 21.92 | 21.92 | NA | NA | … | … | 0.39 | 2.95 | 5.54 | 12.51 | 4.51 | 21.92 | 3.60 | 11.46 | 1.55 | 7.56 | 7.87 | 5.17 | 4.92 | 6.67 | 13.98 | 9.66 | 18.06 | 34.97 | 6.43 | 7.71 | 4.81 | 6.57 | 6.75 | 18.19 | 16.69 |
| Yield(%) | NA | 14.94 | 9.68 | 6.85 | 4.94 | NA | NA | … | … | NA | 4.79 | 13.90 | 7.26 | 2.40 | 2.95 | 2.41 | 3.85 | 0.89 | 2.33 | 3.57 | 4.64 | 4.22 | 2.01 | 2.49 | 1.79 | 2.43 | 2.33 | 3.30 | 2.92 | 2.54 | 2.27 | 2.48 | 2.44 | 2.90 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) Plan Strategic Asset Allocation – Optimal Moderat |
-8.95%
Feb 2006 – Feb 2009 |
-1.54%
Feb 2004 – Feb 2009 |
4.64%
Feb 2006 – Feb 2016 |
4.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Boeing Company Voluntary Investment Program 401(k) Plan Strategic Asset Allocation – Optimal Moderat |
18.86%
Feb 2009 – Feb 2012 |
15.65%
Feb 2009 – Feb 2014 |
10.19%
Feb 2009 – Feb 2019 |
10.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart