Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN Tactical Asset Allocation Moderate | NA | 16.30% | -2.23% | 2.79% | 2.72% | 3.50% | 5.19% | 6.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.05 | 16.30 | -2.23 | 2.79 | 2.72 | 3.50 | 5.19 | 6.20 | NA | 7.43 | 7.93 | -16.07 | -1.76 | 18.95 | 3.28 | -4.88 | 15.39 | 7.41 | -6.27 | -1.77 | 14.37 | 4.99 | 1.15 | 4.18 | 23.12 | -4.17 | 13.21 | 13.25 | 5.82 | 12.09 | 18.83 | 8.08 | 7.28 |
| Sharpe Ratio | NA | 0.30 | -0.44 | 0.03 | 0.15 | NA | NA | 0.60 | 0.11 | 0.09 | 0.53 | -1.94 | -0.16 | 2.05 | 0.36 | -0.86 | 3.23 | 1.34 | -1.19 | -0.26 | 2.05 | 0.90 | 0.10 | 0.37 | 2.45 | -0.84 | 0.80 | 0.98 | 0.61 | 1.51 | 3.05 | 1.63 | 1.02 |
| Standard Deviation(%) | NA | 9.71 | 8.65 | 9.24 | 7.64 | NA | NA | 7.92 | 11.12 | 9.67 | 6.94 | 9.01 | 10.85 | 9.13 | 5.18 | 7.16 | 4.58 | 5.37 | 5.27 | 6.89 | 7.00 | 5.47 | 10.83 | 10.94 | 9.41 | 6.08 | 12.79 | 10.16 | 6.03 | 7.36 | 5.94 | 4.26 | 4.86 |
| Draw Down(%) | NA | 5.99 | 18.17 | 26.41 | 26.41 | NA | NA | 26.41 | 0.80 | 5.99 | 5.91 | 16.24 | 11.31 | 10.91 | 4.43 | 10.74 | 2.23 | 3.52 | 8.39 | 5.80 | 4.89 | 3.83 | 9.78 | 8.98 | 4.64 | 7.72 | 10.03 | 13.79 | 4.03 | 6.91 | 3.36 | 3.03 | 4.00 |
| Yield(%) | NA | 4.21 | 3.82 | 4.52 | 3.73 | NA | NA | 3.96 | NA | 0.79 | 3.89 | 1.68 | 5.08 | 7.05 | 4.57 | 2.97 | 2.48 | 3.77 | 2.66 | 2.59 | 7.48 | 4.14 | 3.01 | 2.46 | 4.92 | 2.38 | 3.57 | 3.16 | 2.43 | 2.49 | 3.85 | 6.15 | 7.60 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN Tactical Asset Allocation Moderate |
-3.81%
Dec 2020 - Dec 2023 |
-1.44%
Feb 2018 - Feb 2023 |
1.16%
Oct 2013 - Oct 2023 |
3.02%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN Tactical Asset Allocation Moderate |
15.67%
Oct 2004 - Oct 2007 |
14.67%
Oct 2002 - Oct 2007 |
10.34%
Apr 2001 - Apr 2011 |
8.03%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart