Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Jabil 401k 2016 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.21% | 1.78% | 5.39% | 4.73% | 6.27% | 6.06% | 7.18% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jabil 401k 2016 Strategic Asset Allocation - Equal Weight 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 (%) | -1.15 | 20.21 | 1.78 | 5.39 | 4.73 | 6.27 | 6.06 | 7.18 | NA | 6.64 | 9.93 | -9.47 | 1.01 | 15.90 | 16.62 | -9.05 | 14.09 | 7.99 | -2.80 | 3.29 | 8.92 | 13.31 | 0.71 | 15.99 | 33.46 | -21.95 | 7.59 | 13.24 | 3.02 | 11.90 | 25.03 | 5.04 | 7.19 |
| Sharpe Ratio | NA | 0.14 | -0.20 | 0.17 | 0.32 | NA | NA | 0.65 | 0.02 | 0.01 | 0.74 | -0.97 | 0.11 | 0.89 | 2.24 | -1.18 | 2.76 | 0.94 | -0.34 | 0.52 | 1.62 | 2.82 | 0.08 | 2.35 | 3.64 | -1.86 | 0.57 | 1.68 | 0.24 | 1.80 | 3.50 | 0.39 | 0.52 |
| Standard Deviation(%) | NA | 7.80 | 9.05 | 11.30 | 9.59 | NA | NA | 8.56 | 5.95 | 7.85 | 7.63 | 11.24 | 9.19 | 17.53 | 6.78 | 8.81 | 4.88 | 8.29 | 8.21 | 6.27 | 5.47 | 4.70 | 8.41 | 6.77 | 9.17 | 12.27 | 8.09 | 5.94 | 3.54 | 6.09 | 6.96 | 10.15 | 9.35 |
| Draw Down(%) | NA | 4.82 | 16.67 | 22.97 | 22.97 | NA | NA | 31.63 | 0.59 | 4.82 | 8.33 | 16.67 | 7.44 | 22.97 | 3.67 | 15.07 | 2.18 | 7.14 | 11.14 | 5.58 | 6.60 | 4.23 | 9.57 | 6.18 | 9.50 | 28.40 | 6.98 | 7.77 | 3.42 | 7.07 | 5.34 | 12.96 | 9.20 |
| Yield(%) | NA | 3.64 | 3.57 | 3.60 | 2.94 | NA | NA | 3.46 | NA | 1.01 | 3.49 | 3.43 | 2.68 | 4.03 | 3.41 | 1.34 | 0.59 | 2.28 | 3.80 | 3.28 | 3.03 | 4.22 | 3.92 | 4.56 | 5.11 | 4.53 | 4.73 | 3.31 | 2.54 | 3.22 | 2.73 | 3.84 | 4.51 |
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 |
|---|---|---|---|---|
| Jabil 401k 2016 Strategic Asset Allocation - Equal Weight Moderate |
-4.52%
Feb 2006 - Feb 2009 |
-0.01%
Feb 2004 - Feb 2009 |
3.33%
Oct 2013 - Oct 2023 |
4.32%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jabil 401k 2016 Strategic Asset Allocation - Equal Weight Moderate |
20.11%
Feb 2009 - Feb 2012 |
15.55%
Feb 2009 - Feb 2014 |
9.76%
Feb 2003 - Feb 2013 |
8.56%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart