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 - Optimal Moderate | 0.92% | 14.45% | 14.91% | 32.75% | 17.30% | 14.46% | 12.04% | 10.62% |
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 - Optimal 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 (%) | -1.47 | 14.45 | 14.91 | 32.75 | 17.30 | 14.46 | 12.04 | 10.62 | 0.92 | 23.74 | 24.97 | -7.04 | 8.29 | 134.35 | 16.41 | -4.63 | 13.01 | 5.64 | 3.33 | 4.80 | 18.73 | 11.70 | -0.98 | 13.61 | 23.45 | -25.48 | 7.90 | 11.58 | 9.53 | 11.99 | 27.70 | -12.92 | -5.27 |
| Sharpe Ratio | NA | 1.29 | 1.55 | 1.14 | 0.70 | NA | NA | 0.54 | 0.46 | 2.43 | 2.61 | -0.58 | 0.91 | 1.95 | 2.05 | -0.63 | 2.69 | 0.65 | 0.38 | 0.69 | 2.76 | 1.39 | -0.07 | 1.10 | 1.37 | -1.19 | 0.49 | 1.08 | 1.10 | 1.33 | 2.92 | -1.12 | -0.60 |
| Standard Deviation(%) | NA | 11.16 | 10.52 | 10.77 | 23.52 | NA | NA | 17.57 | 13.80 | 8.28 | 8.16 | 14.57 | 9.12 | 68.62 | 7.28 | 9.48 | 4.60 | 8.28 | 8.66 | 6.96 | 6.77 | 8.37 | 14.43 | 12.26 | 17.05 | 22.18 | 9.62 | 7.55 | 6.63 | 8.29 | 9.25 | 12.50 | 12.78 |
| Draw Down(%) | NA | 9.42 | 9.42 | 17.58 | 20.10 | NA | NA | 39.08 | 9.21 | 5.00 | 5.13 | 15.60 | 4.95 | 20.10 | 3.91 | 12.60 | 1.52 | 8.22 | 7.20 | 4.91 | 3.97 | 7.36 | 13.21 | 9.82 | 16.94 | 34.09 | 6.69 | 8.40 | 4.20 | 6.90 | 7.43 | 21.65 | 20.14 |
| Yield(%) | NA | 15.19 | 10.20 | 7.05 | 4.82 | NA | NA | 3.37 | NA | 4.66 | 14.27 | 7.36 | 3.12 | 6.23 | 1.57 | 4.19 | 0.83 | 2.90 | 2.56 | 2.61 | 2.02 | 2.15 | 2.13 | 1.63 | 1.85 | 1.92 | 3.63 | 3.37 | 1.70 | 1.75 | 1.81 | 1.64 | 1.62 |
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 - Optimal Moderate |
-8.38%
Feb 2006 - Feb 2009 |
-0.97%
Feb 2004 - Feb 2009 |
5.07%
Feb 2006 - Feb 2016 |
5.58%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ford Motor 401K Strategic Asset Allocation - Optimal Moderate |
43.49%
Dec 2018 - Dec 2021 |
32.75%
Mar 2020 - Mar 2025 |
17.80%
Jan 2015 - Jan 2025 |
16.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart