Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intuit Employees 401K Plan Strategic Asset Allocation - Optimal Moderate | NA | 26.49% | 2.62% | 7.71% | 7.07% | 7.94% | 7.15% | 7.47% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intuit Employees 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 (%) | -0.88 | 26.49 | 2.62 | 7.71 | 7.07 | 7.94 | 7.15 | 7.47 | NA | 12.13 | 12.42 | -15.49 | 8.39 | 20.72 | 18.58 | -4.57 | 15.25 | 4.18 | 2.70 | 3.08 | 15.63 | 14.94 | -2.45 | 12.71 | 25.64 | -25.85 | 11.02 | 11.06 | 10.24 | 12.68 | 22.03 | -3.03 | 4.41 |
| Sharpe Ratio | NA | 0.76 | -0.08 | 0.37 | 0.53 | NA | NA | 0.54 | 0.09 | 0.63 | 0.98 | -1.22 | 0.91 | 1.15 | 2.75 | -0.60 | 3.40 | 0.47 | 0.31 | 0.46 | 2.27 | 1.95 | -0.17 | 1.08 | 1.55 | -1.18 | 0.90 | 0.95 | 1.28 | 1.62 | 2.96 | -0.45 | 0.25 |
| Standard Deviation(%) | NA | 8.72 | 10.62 | 12.19 | 10.19 | NA | NA | 10.76 | 7.57 | 8.75 | 8.36 | 13.88 | 9.21 | 17.79 | 6.24 | 9.82 | 4.30 | 8.44 | 8.50 | 6.72 | 6.88 | 7.62 | 14.69 | 11.73 | 16.44 | 22.65 | 8.96 | 8.21 | 6.32 | 7.24 | 7.22 | 9.25 | 8.47 |
| Draw Down(%) | NA | 5.41 | 20.25 | 22.89 | 22.89 | NA | NA | 37.49 | 0.57 | 5.41 | 8.49 | 21.94 | 5.59 | 20.07 | 2.95 | 13.03 | 1.52 | 7.93 | 7.62 | 5.29 | 6.03 | 5.78 | 15.56 | 9.65 | 16.49 | 35.59 | 5.71 | 8.79 | 4.03 | 5.92 | 5.81 | 13.12 | 10.56 |
| Yield(%) | NA | 4.16 | 4.88 | 5.42 | 5.35 | NA | NA | 4.75 | NA | 0.77 | 3.99 | 2.77 | 8.90 | 7.27 | 3.28 | 6.55 | 5.44 | 2.91 | 5.80 | 5.94 | 4.99 | 3.86 | 1.93 | 3.71 | 3.45 | 4.07 | 6.51 | 6.23 | 5.79 | 4.74 | 2.59 | 3.70 | 4.13 |
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 Employees 401K Plan Strategic Asset Allocation - Optimal Moderate |
-7.35%
Feb 2006 - Feb 2009 |
-0.27%
Feb 2004 - Feb 2009 |
5.07%
Feb 2006 - Feb 2016 |
4.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intuit Employees 401K Plan Strategic Asset Allocation - Optimal Moderate |
18.30%
Feb 2009 - Feb 2012 |
15.87%
Feb 2009 - Feb 2014 |
10.23%
Feb 2009 - Feb 2019 |
9.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart