Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Electronic Arts Inc 401K Plan Strategic Asset Allocation - Optimal Moderate | NA | 25.71% | 1.05% | 5.25% | 5.20% | 6.73% | 6.43% | 7.38% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Electronic Arts Inc 401K 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 | 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 (%) | -1.11 | 25.71 | 1.05 | 5.25 | 5.20 | 6.73 | 6.43 | 7.38 | NA | 9.75 | 13.47 | -16.09 | 2.15 | 19.40 | 17.16 | -4.99 | 8.31 | 4.77 | 0.31 | 5.22 | 16.39 | 11.65 | 0.98 | 11.85 | 28.58 | -24.70 | 10.15 | 8.67 | 10.84 | 16.12 | 23.32 | -3.77 | 14.24 |
| Sharpe Ratio | NA | 0.47 | -0.15 | 0.19 | 0.31 | NA | NA | 0.51 | 0.03 | 0.34 | 1.03 | -1.16 | 0.21 | 1.04 | 1.85 | -0.66 | 1.33 | 0.52 | 0.03 | 0.77 | 2.32 | 1.43 | 0.06 | 1.01 | 1.61 | -1.22 | 0.79 | 0.67 | 1.38 | 2.04 | 3.12 | -0.42 | 1.14 |
| Standard Deviation(%) | NA | 9.24 | 11.44 | 12.94 | 10.87 | NA | NA | 11.17 | 8.65 | 9.30 | 8.98 | 15.00 | 10.08 | 18.49 | 8.51 | 9.49 | 5.79 | 8.70 | 8.60 | 6.77 | 7.06 | 8.13 | 14.92 | 11.63 | 17.75 | 21.01 | 9.04 | 8.07 | 6.27 | 7.43 | 7.25 | 11.53 | 10.44 |
| Draw Down(%) | NA | 6.02 | 20.64 | 25.08 | 25.08 | NA | NA | 37.70 | 0.79 | 5.98 | 8.79 | 21.77 | 7.58 | 21.65 | 4.20 | 12.42 | 5.92 | 8.76 | 7.50 | 4.64 | 6.14 | 6.27 | 13.67 | 9.13 | 18.12 | 35.25 | 5.88 | 8.71 | 4.56 | 5.65 | 6.91 | 18.49 | 10.58 |
| Yield(%) | NA | 4.58 | 4.69 | 4.36 | 4.67 | NA | NA | 4.66 | NA | 0.55 | 4.63 | 5.12 | 3.41 | 4.77 | 3.16 | 8.53 | 0.37 | 2.32 | 10.51 | 3.47 | 4.24 | 3.61 | 3.72 | 3.41 | 3.06 | 5.95 | 6.23 | 6.84 | 6.36 | 5.32 | 2.11 | 4.08 | 5.35 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Electronic Arts Inc 401K Plan Strategic Asset Allocation - Optimal Moderate |
-7.85%
Feb 2006 - Feb 2009 |
-0.06%
Feb 2004 - Feb 2009 |
3.51%
Oct 2013 - Oct 2023 |
4.13%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Electronic Arts Inc 401K Plan Strategic Asset Allocation - Optimal Moderate |
20.23%
Feb 2009 - Feb 2012 |
16.73%
Feb 2009 - Feb 2014 |
10.19%
Feb 2009 - Feb 2019 |
8.80%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart