Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nvidia Corporation 401K Plan Strategic Asset Allocation - Optimal Moderate | NA | 26.85% | 1.73% | 5.29% | 5.57% | 6.91% | 6.58% | 7.27% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nvidia Corporation 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 (%) | -1.10 | 26.85 | 1.73 | 5.29 | 5.57 | 6.91 | 6.58 | 7.27 | NA | 9.76 | 13.31 | -15.65 | 1.84 | 16.91 | 18.42 | -5.04 | 9.03 | 6.36 | 2.00 | 7.13 | 9.29 | 16.53 | -0.61 | 13.15 | 26.32 | -25.49 | 12.53 | 10.50 | 11.25 | 13.86 | 20.72 | -2.75 | 10.38 |
| Sharpe Ratio | NA | 0.52 | -0.14 | 0.16 | 0.33 | NA | NA | 0.49 | 0.06 | 0.35 | 1.00 | -1.12 | 0.18 | 0.88 | 2.19 | -0.61 | 1.58 | 0.75 | 0.22 | 1.03 | 1.15 | 2.15 | -0.04 | 1.10 | 1.66 | -1.18 | 1.03 | 0.95 | 1.38 | 1.53 | 2.10 | -0.31 | 0.80 |
| Standard Deviation(%) | NA | 9.00 | 11.50 | 13.11 | 10.95 | NA | NA | 11.34 | 8.49 | 9.04 | 9.09 | 15.23 | 9.91 | 19.03 | 7.76 | 10.45 | 5.33 | 8.18 | 8.79 | 6.93 | 8.04 | 7.67 | 14.66 | 11.89 | 15.75 | 22.31 | 9.29 | 7.59 | 6.60 | 8.43 | 9.55 | 12.56 | 10.05 |
| Draw Down(%) | NA | 6.13 | 20.98 | 24.53 | 24.53 | NA | NA | 36.62 | 0.70 | 6.13 | 7.77 | 22.05 | 6.25 | 22.87 | 3.38 | 13.13 | 5.22 | 7.10 | 8.08 | 4.81 | 6.34 | 5.66 | 14.25 | 8.73 | 15.10 | 36.61 | 6.12 | 7.86 | 4.04 | 6.21 | 6.96 | 16.68 | 10.41 |
| Yield(%) | NA | 5.36 | 5.45 | 5.07 | 4.79 | NA | NA | 4.39 | NA | 0.82 | 5.12 | 6.05 | 4.20 | 5.60 | 2.83 | 7.51 | 0.48 | 2.75 | 7.43 | 4.75 | 1.40 | 4.39 | 2.29 | 4.16 | 3.62 | 4.81 | 7.29 | 6.27 | 4.39 | 3.10 | 2.78 | 3.94 | 5.07 |
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 |
|---|---|---|---|---|
| Nvidia Corporation 401K Plan Strategic Asset Allocation - Optimal Moderate |
-6.51%
Feb 2006 - Feb 2009 |
0.43%
Feb 2004 - Feb 2009 |
3.44%
Oct 2013 - Oct 2023 |
4.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nvidia Corporation 401K Plan Strategic Asset Allocation - Optimal Moderate |
19.22%
Feb 2009 - Feb 2012 |
15.13%
Feb 2009 - Feb 2014 |
10.12%
Feb 2009 - Feb 2019 |
8.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart