Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 10.87% | 3.56% | 9.96% | 5.29% | 7.07% | 6.03% | 5.76% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALO ALTO NETWORKS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -1.56 | 10.87 | 3.56 | 9.96 | 5.29 | 7.07 | 6.03 | 5.76 | 3.11 | 29.91 | -21.39 | 9.83 | 43.84 | 18.14 | -29.86 | 17.70 | 4.47 | 4.19 | 8.09 | 14.76 | 11.09 | 1.82 | 11.47 | 20.70 | -16.78 | 9.37 | 8.32 | 6.31 | 6.00 | 14.95 | -3.98 | -1.20 |
| Sharpe Ratio | NA | 2.15 | 0.20 | 0.78 | 0.34 | NA | NA | 0.40 | 0.27 | 2.39 | -1.23 | 0.75 | 2.03 | 1.90 | -0.82 | 2.91 | 0.47 | 0.41 | 0.93 | 2.57 | 2.21 | 0.21 | 1.53 | 1.47 | -1.06 | 0.72 | 0.76 | 0.85 | 0.80 | 2.17 | -0.65 | -0.41 |
| Standard Deviation(%) | NA | 10.57 | 14.42 | 15.26 | 17.09 | NA | NA | 13.10 | 10.55 | 10.72 | 18.52 | 12.99 | 21.45 | 8.78 | 38.07 | 5.87 | 9.17 | 10.22 | 8.71 | 5.74 | 4.99 | 8.42 | 7.45 | 14.05 | 16.74 | 8.84 | 6.61 | 4.86 | 6.35 | 6.57 | 7.85 | 8.65 |
| Draw Down(%) | NA | 7.87 | 25.21 | 25.21 | 38.24 | NA | NA | 38.24 | 2.23 | 7.87 | 22.93 | 8.60 | 20.63 | 4.88 | 38.24 | 1.94 | 10.42 | 8.54 | 5.62 | 4.40 | 4.11 | 8.01 | 5.94 | 16.23 | 27.47 | 5.42 | 5.92 | 3.38 | 5.78 | 4.11 | 9.47 | 10.85 |
| Yield(%) | NA | 3.64 | 4.23 | 5.05 | 5.07 | NA | NA | 4.48 | 0.00 | 3.96 | 2.02 | 6.89 | 9.32 | 3.59 | 3.71 | 5.42 | 4.41 | 5.55 | 6.36 | 5.04 | 4.18 | 3.68 | 2.82 | 4.05 | 5.76 | 4.77 | 3.76 | 2.90 | 3.24 | 2.93 | 4.38 | 4.17 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| PALO ALTO NETWORKS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.81%
Dec 2015 - Dec 2018 |
-1.02%
Mar 2015 - Mar 2020 |
4.05%
Mar 2010 - Mar 2020 |
4.32%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALO ALTO NETWORKS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
23.12%
Dec 2018 - Dec 2021 |
14.68%
Feb 2009 - Feb 2014 |
8.94%
Aug 2011 - Aug 2021 |
8.26%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart