Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Electronic Arts Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 22.66% | 3.58% | 10.74% | 9.07% | 9.45% | 10.28% | 10.28% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Electronic Arts Inc. 401(k) Plan Tactical Asset Allocation 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 (%) | -1.18 | 22.66 | 3.58 | 10.74 | 9.07 | 9.45 | 10.28 | 10.28 | NA | 8.81 | 17.95 | -12.37 | 9.71 | 28.35 | 18.16 | 0.40 | 12.72 | 8.61 | 1.50 | 4.77 | 19.22 | 10.46 | 2.52 | 11.14 | 19.83 | 3.12 | 13.86 | 12.38 | 12.67 | 16.50 | 13.53 | -0.43 | 8.65 |
| Sharpe Ratio | NA | 0.34 | 0.14 | 0.52 | 0.66 | NA | NA | 0.88 | 0.05 | 0.20 | 1.60 | -1.04 | 0.86 | 1.44 | 2.34 | -0.09 | 2.39 | 0.97 | 0.16 | 0.57 | 2.54 | 1.26 | 0.17 | 1.11 | 2.02 | 0.33 | 1.08 | 1.23 | 1.66 | 2.01 | 1.90 | -0.26 | 1.17 |
| Standard Deviation(%) | NA | 10.87 | 11.05 | 13.27 | 11.09 | NA | NA | 9.68 | 8.32 | 11.00 | 8.59 | 13.25 | 11.26 | 19.52 | 7.16 | 10.61 | 5.05 | 8.64 | 9.44 | 8.39 | 7.56 | 8.23 | 14.77 | 10.00 | 9.79 | 6.75 | 10.07 | 7.41 | 6.34 | 7.73 | 6.76 | 5.92 | 5.43 |
| Draw Down(%) | NA | 6.12 | 16.30 | 22.80 | 22.80 | NA | NA | 22.80 | 0.57 | 6.12 | 5.61 | 18.83 | 6.40 | 22.80 | 3.35 | 12.28 | 2.02 | 6.70 | 8.68 | 6.44 | 4.90 | 6.21 | 13.28 | 8.12 | 4.91 | 7.77 | 7.07 | 8.52 | 4.25 | 6.67 | 5.57 | 6.52 | 4.10 |
| Yield(%) | NA | 5.66 | 6.96 | 7.57 | 7.34 | NA | NA | 0.00 | NA | 1.05 | 6.10 | 4.74 | 10.07 | 12.89 | 6.65 | 8.64 | 6.00 | 3.08 | 10.68 | 7.97 | 2.42 | 4.40 | 3.31 | 3.76 | 5.01 | 5.05 | 4.66 | 4.75 | 6.87 | 4.73 | 2.91 | 5.04 | 8.82 |
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 |
|---|---|---|---|---|
| Electronic Arts Inc. 401(k) Plan Tactical Asset Allocation Moderate |
2.54%
Apr 2021 - Apr 2024 |
5.50%
Dec 2013 - Dec 2018 |
7.46%
Mar 2010 - Mar 2020 |
8.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Electronic Arts Inc. 401(k) Plan Tactical Asset Allocation Moderate |
18.49%
Dec 2018 - Dec 2021 |
14.95%
Feb 2016 - Feb 2021 |
12.64%
Jul 2003 - Jul 2013 |
11.22%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart