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 |
|---|---|---|---|---|---|---|---|---|
| XILINX 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 25.24% | 3.01% | 9.78% | 7.96% | 8.68% | 8.42% | 8.58% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XILINX 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.27 | 25.24 | 3.01 | 9.78 | 7.96 | 8.68 | 8.42 | 8.58 | NA | 7.49 | 10.50 | -12.62 | 13.17 | 28.94 | 21.13 | -3.23 | 9.08 | 4.66 | 2.30 | 7.59 | 10.06 | 12.18 | 1.82 | 14.77 | 26.11 | -21.71 | 14.82 | 14.22 | 9.89 | 14.11 | 25.24 | -3.67 | 2.24 |
| Sharpe Ratio | NA | 0.19 | -0.19 | 0.44 | 0.52 | NA | NA | 0.57 | -0.02 | 0.11 | 0.71 | -0.69 | 1.56 | 1.58 | 2.55 | -0.40 | 1.93 | 0.52 | 0.26 | 1.29 | 1.35 | 1.58 | 0.12 | 1.19 | 1.29 | -0.94 | 1.01 | 1.29 | 1.13 | 1.51 | 2.75 | -0.43 | -0.01 |
| Standard Deviation(%) | NA | 8.24 | 13.64 | 13.87 | 11.47 | NA | NA | 12.04 | 6.81 | 8.33 | 8.81 | 20.29 | 8.45 | 18.19 | 7.73 | 11.43 | 4.37 | 8.55 | 8.59 | 5.85 | 7.40 | 7.69 | 14.70 | 12.38 | 20.18 | 24.10 | 11.68 | 8.49 | 6.82 | 8.73 | 8.93 | 11.17 | 10.90 |
| Draw Down(%) | NA | 6.05 | 22.53 | 23.09 | 23.09 | NA | NA | 37.36 | 0.60 | 5.97 | 9.78 | 23.09 | 4.37 | 21.65 | 3.09 | 12.56 | 1.99 | 7.39 | 8.04 | 4.64 | 7.15 | 6.01 | 13.57 | 8.47 | 18.85 | 36.97 | 6.42 | 8.66 | 3.83 | 6.94 | 7.80 | 17.06 | 15.45 |
| Yield(%) | NA | 3.95 | 5.39 | 4.76 | 5.02 | NA | NA | 4.90 | NA | 0.77 | 3.77 | 5.98 | 5.50 | 5.01 | 2.90 | 13.51 | 0.27 | 2.80 | 7.32 | 3.17 | 1.30 | 3.52 | 2.63 | 3.40 | 3.47 | 4.71 | 13.29 | 4.98 | 4.68 | 4.76 | 4.49 | 4.40 | 6.13 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XILINX 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-5.24%
Feb 2006 - Feb 2009 |
1.42%
Feb 2004 - Feb 2009 |
5.91%
Apr 2008 - Apr 2018 |
6.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XILINX 401K PLAN Strategic Asset Allocation - Optimal Moderate |
21.74%
Feb 2009 - Feb 2012 |
16.48%
Feb 2009 - Feb 2014 |
11.18%
Mar 2003 - Mar 2013 |
10.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart