Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INTUIT INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 23.24% | 5.13% | 8.58% | 6.67% | 7.21% | 6.58% | 7.03% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTUIT INC. 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -1.16 | 23.24 | 5.13 | 8.58 | 6.67 | 7.21 | 6.58 | 7.03 | NA | 7.69 | 17.87 | -11.48 | 9.31 | 17.24 | 17.46 | -7.39 | 13.93 | 0.70 | 2.74 | 2.29 | 13.63 | 12.80 | -1.19 | 11.76 | 22.86 | -18.35 | 6.99 | 9.38 | 5.75 | 11.88 | 26.33 | -7.45 | 7.04 |
| Sharpe Ratio | NA | 0.27 | 0.07 | 0.44 | 0.49 | NA | NA | 0.52 | 0.10 | 0.12 | 1.69 | -1.00 | 1.06 | 0.99 | 2.54 | -0.96 | 3.07 | 0.06 | 0.31 | 0.33 | 2.14 | 2.24 | -0.11 | 1.20 | 1.65 | -1.10 | 0.54 | 0.83 | 0.59 | 1.16 | 2.53 | -0.60 | 0.36 |
| Standard Deviation(%) | NA | 9.14 | 10.26 | 11.74 | 9.91 | NA | NA | 10.27 | 6.81 | 9.20 | 8.07 | 12.88 | 8.79 | 17.15 | 6.32 | 9.11 | 4.33 | 8.70 | 8.83 | 6.84 | 6.35 | 5.69 | 11.18 | 9.69 | 13.81 | 17.47 | 7.35 | 7.41 | 6.03 | 9.40 | 10.14 | 14.31 | 13.04 |
| Draw Down(%) | NA | 6.03 | 16.79 | 20.34 | 20.34 | NA | NA | 30.25 | 0.44 | 6.03 | 6.82 | 17.83 | 5.74 | 20.34 | 2.86 | 13.89 | 1.70 | 8.32 | 8.35 | 5.61 | 6.25 | 4.59 | 11.78 | 7.72 | 14.29 | 29.94 | 4.71 | 6.81 | 3.88 | 7.54 | 7.10 | 20.88 | 13.66 |
| Yield(%) | NA | 5.03 | 3.95 | 3.82 | 3.47 | NA | NA | 3.52 | NA | 0.72 | 5.27 | 1.74 | 4.78 | 4.65 | 2.46 | 3.84 | 0.50 | 1.98 | 5.66 | 3.19 | 3.67 | 4.24 | 2.73 | 4.31 | 4.02 | 4.81 | 3.75 | 2.78 | 2.84 | 2.95 | 2.78 | 3.52 | 3.70 |
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 |
|---|---|---|---|---|
| INTUIT INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.33%
Feb 2006 - Feb 2009 |
-0.18%
Feb 2004 - Feb 2009 |
4.81%
Sep 2012 - Sep 2022 |
4.63%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTUIT INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.58%
Mar 2003 - Mar 2006 |
13.98%
Feb 2009 - Feb 2014 |
8.75%
Mar 2003 - Mar 2013 |
8.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart