Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XILINX 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 22.96% | 3.16% | 6.90% | 5.01% | 6.12% | 6.61% | 6.93% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XILINX 401(k) Plan 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 (%) | -1.18 | 22.96 | 3.16 | 6.90 | 5.01 | 6.12 | 6.61 | 6.93 | NA | 5.80 | 12.60 | -11.21 | 6.43 | 17.89 | 15.70 | -9.42 | 8.95 | 4.11 | 0.29 | 0.31 | 12.32 | 11.42 | 1.85 | 12.46 | 27.44 | -19.82 | 13.59 | 13.16 | 9.52 | 13.46 | 24.83 | -0.37 | -2.00 |
| Sharpe Ratio | NA | 0.03 | -0.18 | 0.30 | 0.31 | NA | NA | 0.55 | 0.03 | -0.09 | 1.05 | -1.01 | 0.74 | 1.10 | 2.25 | -0.85 | 1.52 | 0.42 | 0.03 | 0.04 | 1.84 | 1.70 | 0.16 | 1.50 | 2.10 | -1.29 | 1.16 | 1.46 | 1.48 | 1.74 | 3.51 | -0.17 | -0.53 |
| Standard Deviation(%) | NA | 8.82 | 9.97 | 11.23 | 10.14 | NA | NA | 9.56 | 7.40 | 8.89 | 7.95 | 12.47 | 8.71 | 15.98 | 6.36 | 12.70 | 5.49 | 9.20 | 9.22 | 6.93 | 6.68 | 6.70 | 11.35 | 8.22 | 13.04 | 16.07 | 9.10 | 6.77 | 4.98 | 7.19 | 6.88 | 8.87 | 8.18 |
| Draw Down(%) | NA | 7.10 | 18.62 | 20.21 | 20.21 | NA | NA | 32.03 | 0.61 | 6.97 | 6.71 | 19.15 | 4.78 | 20.21 | 3.28 | 15.38 | 4.72 | 7.88 | 9.75 | 5.87 | 6.01 | 5.44 | 11.54 | 6.12 | 14.16 | 31.23 | 5.89 | 8.32 | 2.93 | 6.16 | 6.87 | 13.52 | 12.29 |
| Yield(%) | NA | 3.95 | 4.00 | 3.48 | 5.13 | NA | NA | 4.77 | NA | 0.67 | 4.00 | 3.47 | 3.73 | 2.70 | 2.86 | 14.73 | 0.57 | 4.84 | 6.47 | 7.26 | 2.82 | 4.41 | 3.13 | 5.41 | 4.70 | 2.98 | 5.97 | 6.03 | 5.76 | 3.84 | 4.19 | 4.52 | 4.56 |
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 |
|---|---|---|---|---|
| XILINX 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-3.57%
Feb 2006 - Feb 2009 |
0.18%
Mar 2015 - Mar 2020 |
3.18%
Oct 2013 - Oct 2023 |
4.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XILINX 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
19.70%
Feb 2009 - Feb 2012 |
15.85%
Oct 2002 - Oct 2007 |
10.60%
Mar 2003 - Mar 2013 |
8.93%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart