Performance Comparison
Portfolio Performance Comparison
| 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 Strategic Asset Allocation - Optimal Moderate | NA | 0.23% | 5.94% | 4.55% | 8.56% | 6.85% | NA | 7.61% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 0.23 | 5.94 | 4.55 | 8.56 | 6.85 | NA | 7.61 | -5.02 | 15.72 | 6.80 | -1.43 | 2.86 | 11.22 | 12.30 | 0.47 | 15.74 | 30.91 | -29.80 | 13.56 | 10.35 | 9.34 | 13.81 | 24.89 | -0.30 | 8.95 |
| Sharpe Ratio | NA | -0.64 | 0.60 | 0.41 | 0.83 | NA | NA | 0.59 | -0.64 | 3.55 | 0.79 | -0.19 | 0.45 | 1.57 | 1.72 | 0.03 | 1.39 | 1.82 | -1.42 | 1.07 | 0.87 | 1.21 | 1.78 | 3.65 | -0.16 | 0.89 |
| Standard Deviation(%) | NA | 9.96 | 7.89 | 7.61 | 9.95 | NA | NA | 10.25 | 9.96 | 4.25 | 8.31 | 7.89 | 6.35 | 7.13 | 7.11 | 13.57 | 11.30 | 16.95 | 21.59 | 9.86 | 8.08 | 5.93 | 7.21 | 6.62 | 8.91 | 7.50 |
| Draw Down(%) | NA | 13.28 | 13.28 | 13.28 | 15.43 | NA | NA | 41.40 | 13.28 | 1.59 | 6.32 | 9.07 | 5.27 | 7.16 | 5.65 | 13.29 | 8.48 | 15.43 | 36.74 | 6.72 | 9.14 | 4.54 | 6.81 | 5.23 | 14.41 | 8.23 |
| Yield(%) | NA | 6.69 | 5.70 | 4.88 | 4.35 | NA | NA | 4.37 | 6.66 | 5.49 | 4.91 | 3.41 | 3.96 | 5.96 | 2.74 | 4.50 | 2.70 | 2.84 | 3.08 | 6.34 | 4.78 | 5.17 | 3.78 | 2.63 | 3.66 | 6.01 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| SALESFORCE.COM INC. AND SALESFORCE.COM FOUNDATION 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-8.37%
Feb 2006 - Feb 2009 |
-1.20%
Feb 2004 - Feb 2009 |
4.76%
Jan 2006 - Jan 2016 |
6.80%
Nov 2003 - Nov 2018 |
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 Strategic Asset Allocation - Optimal Moderate |
22.01%
Feb 2009 - Feb 2012 |
16.65%
Feb 2009 - Feb 2014 |
9.34%
Mar 2003 - Mar 2013 |
8.55%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart