Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
Intel Corporation 401(k) Savings Plan Strategic Asset Allocation - Optimal Moderate | 2.73% | 15.97% | 15.33% | 15.45% | 8.49% | 8.39% | 7.84% | 7.64% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
Intel Corporation 401(k) Savings Plan 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 (%) | -1.26 | 15.97 | 15.33 | 15.45 | 8.49 | 8.39 | 7.84 | 7.64 | 2.73 | 22.09 | 23.42 | -4.19 | 3.20 | 16.10 | 15.85 | -6.58 | 12.33 | 6.69 | -0.44 | 11.14 | 14.33 | 11.05 | -3.53 | 10.40 | 25.34 | -25.73 | 11.38 | 12.53 | 12.51 | 13.60 | 23.43 | -6.16 | -1.66 |
Sharpe Ratio | NA | 1.52 | 1.69 | 1.23 | 0.73 | NA | NA | 0.58 | 0.61 | 2.47 | 2.77 | -0.48 | 0.35 | 0.83 | 2.01 | -0.86 | 2.64 | 0.72 | -0.05 | 0.95 | 2.12 | 1.31 | -0.23 | 0.85 | 1.39 | -1.09 | 0.80 | 1.20 | 1.70 | 1.72 | 2.67 | -0.67 | -0.40 |
Standard Deviation(%) | NA | 10.22 | 9.25 | 9.64 | 10.30 | NA | NA | 11.44 | 12.87 | 7.47 | 7.14 | 11.68 | 9.15 | 19.03 | 7.16 | 9.30 | 4.42 | 8.96 | 9.32 | 11.72 | 6.73 | 8.40 | 15.26 | 12.11 | 18.16 | 24.43 | 10.23 | 7.59 | 6.03 | 7.35 | 8.52 | 10.97 | 10.09 |
Draw Down(%) | NA | 8.13 | 8.25 | 14.62 | 22.14 | NA | NA | 38.42 | 8.13 | 5.07 | 4.26 | 13.36 | 5.20 | 22.14 | 4.21 | 13.16 | 1.34 | 7.71 | 9.01 | 6.44 | 5.17 | 7.98 | 15.15 | 9.67 | 16.33 | 35.62 | 7.26 | 9.49 | 4.65 | 6.53 | 8.50 | 17.64 | 14.84 |
Yield(%) | NA | 17.47 | 10.45 | 7.20 | 4.67 | NA | NA | 3.69 | NA | 4.78 | 16.47 | 7.37 | 2.01 | 2.73 | 1.98 | 2.70 | 1.04 | 2.77 | 2.50 | 2.10 | 2.01 | 3.22 | 1.82 | 1.57 | 2.01 | 2.44 | 6.62 | 4.94 | 3.91 | 2.48 | 2.26 | 2.16 | 2.92 |
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 |
---|---|---|---|---|
Intel Corporation 401(k) Savings Plan Strategic Asset Allocation - Optimal Moderate |
-7.00%
Feb 2006 - Feb 2009 |
0.61%
Feb 2004 - Feb 2009 |
4.76%
Oct 2007 - Oct 2017 |
4.38%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
Intel Corporation 401(k) Savings Plan Strategic Asset Allocation - Optimal Moderate |
19.93%
Mar 2003 - Mar 2006 |
15.85%
Oct 2002 - Oct 2007 |
9.62%
Feb 2009 - Feb 2019 |
9.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart