Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intuit 401K for Small Businesses Strategic Asset Allocation - Optimal Moderate | NA | -3.19% | -0.09% | 2.11% | 5.07% | 5.10% | NA | 6.49% |
Data as of 05/29/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intuit 401K for Small Businesses Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.98 | -3.19 | -0.09 | 2.11 | 5.07 | 5.10 | NA | 6.49 | -1.31 | 13.25 | -6.26 | 7.78 | 5.51 | 2.92 | 3.36 | 10.35 | 13.98 | -3.29 | 13.53 | 27.09 | -24.37 | 9.85 | 14.38 | 8.06 | 18.89 | 25.25 | -1.08 | 5.80 |
| Sharpe Ratio | NA | 0.17 | 0.12 | 0.32 | 0.57 | NA | NA | 0.55 | -0.09 | 1.75 | -0.89 | 1.48 | 0.62 | 0.33 | 0.58 | 1.43 | 1.87 | -0.24 | 1.18 | 1.59 | -1.27 | 0.75 | 1.48 | 0.98 | 2.47 | 3.77 | -0.20 | 0.39 |
| Standard Deviation(%) | NA | 14.42 | 10.40 | 9.40 | 9.25 | NA | NA | 10.40 | 17.43 | 6.75 | 8.52 | 4.85 | 8.56 | 8.87 | 5.80 | 7.21 | 7.44 | 13.85 | 11.40 | 17.00 | 19.97 | 9.15 | 7.50 | 6.01 | 7.26 | 6.52 | 11.17 | 8.91 |
| Draw Down(%) | NA | 21.66 | 21.66 | 21.66 | 21.66 | NA | NA | 38.31 | 21.66 | 3.93 | 12.16 | 2.38 | 7.21 | 7.14 | 5.21 | 7.37 | 5.63 | 16.05 | 8.93 | 17.62 | 36.71 | 7.17 | 7.92 | 4.41 | 7.15 | 4.73 | 12.71 | 9.19 |
| Yield(%) | NA | 3.41 | 3.31 | 3.53 | 3.75 | NA | NA | 4.49 | 0.78 | 4.15 | 5.38 | 0.25 | 2.97 | 5.20 | 7.04 | 3.18 | 3.43 | 3.85 | 3.27 | 3.97 | 5.78 | 7.23 | 4.70 | 5.71 | 4.82 | 3.48 | 2.77 | 7.26 |
Data as of 05/29/2020, 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 |
|---|---|---|---|---|
| Intuit 401K for Small Businesses Strategic Asset Allocation - Optimal Moderate |
-6.55%
Feb 2006 - Feb 2009 |
0.59%
Mar 2015 - Mar 2020 |
3.70%
Mar 2010 - Mar 2020 |
4.52%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intuit 401K for Small Businesses Strategic Asset Allocation - Optimal Moderate |
19.76%
Mar 2003 - Mar 2006 |
16.16%
Oct 2002 - Oct 2007 |
9.97%
Mar 2003 - Mar 2013 |
8.45%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart