Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate | 2.98% | 6.89% | 3.96% | 5.23% | 4.31% | 5.97% | 6.47% | 6.68% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/13/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
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 (%) | 0.25 | 6.89 | 3.96 | 5.23 | 4.31 | 5.97 | 6.47 | 6.68 | 2.98 | 4.54 | 9.38 | -11.14 | 9.25 | 8.86 | 17.98 | -6.63 | 11.04 | 4.78 | -1.12 | 4.84 | 11.22 | 14.93 | -0.49 | 14.95 | 14.47 | 0.82 | 4.25 | 12.71 | 7.87 | 9.87 | 17.87 | 1.12 | 1.85 |
| Sharpe Ratio | NA | -0.11 | 0.14 | 0.37 | 0.27 | NA | NA | 0.65 | 0.16 | -0.25 | 0.67 | -1.00 | 1.16 | 0.47 | 2.90 | -0.99 | 2.39 | 0.56 | -0.14 | 0.81 | 1.57 | 1.86 | -0.04 | 1.74 | 2.32 | -0.95 | 0.18 | 1.84 | 1.16 | 1.70 | 3.89 | 0.01 | -0.25 |
| Standard Deviation(%) | NA | 9.81 | 9.64 | 9.63 | 9.85 | NA | NA | 8.11 | 12.37 | 8.09 | 7.69 | 12.50 | 7.92 | 18.30 | 5.72 | 8.05 | 4.35 | 8.24 | 8.49 | 5.96 | 7.14 | 7.98 | 14.01 | 8.52 | 6.18 | 0.10 | 7.13 | 5.13 | 4.90 | 5.26 | 4.41 | 1.94 | 1.81 |
| Draw Down(%) | NA | 11.52 | 11.52 | 18.14 | 22.16 | NA | NA | 22.16 | 9.34 | 6.08 | 7.12 | 17.54 | 4.03 | 22.16 | 2.74 | 11.72 | 1.70 | 6.19 | 8.95 | 4.59 | 6.93 | 6.57 | 13.53 | 6.55 | 2.80 | 0.10 | 4.93 | 4.66 | 3.56 | 5.31 | 2.36 | 1.72 | 1.81 |
| Yield(%) | NA | 4.84 | 4.13 | 4.04 | 3.89 | NA | NA | 3.52 | NA | 1.10 | 4.35 | 2.70 | 4.39 | 4.17 | 3.84 | 3.43 | 4.55 | 3.76 | 3.14 | 4.07 | 4.25 | 4.18 | 3.66 | 3.02 | 2.19 | 0.92 | 4.57 | 5.78 | 5.86 | 2.87 | 0.90 | 1.28 | 2.03 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate |
0.53%
Apr 2021 - Apr 2024 |
1.44%
Mar 2015 - Mar 2020 |
3.58%
Oct 2013 - Oct 2023 |
5.33%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate |
13.31%
Apr 2003 - Apr 2006 |
11.97%
Jun 2009 - Jun 2014 |
10.11%
Apr 2003 - Apr 2013 |
8.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart