Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intuit 401K for Small Businesses Asset Allocation Composite Moderate | NA | 6.94% | 5.23% | 4.65% | 6.79% | 8.18% | NA | 9.63% |
Data as of 05/29/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intuit 401K for Small Businesses Asset Allocation Composite Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 6.94 | 5.23 | 4.65 | 6.79 | 8.18 | NA | 9.63 | 4.78 | 14.68 | -5.78 | 14.27 | 5.77 | -2.40 | 6.17 | 13.09 | 14.07 | -2.12 | 11.30 | 26.19 | 0.00 | 6.26 | 16.71 | 9.48 | 18.23 | 23.23 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 0.96 | 0.72 | 0.86 | 0.80 | NA | NA | 1.12 | 0.60 | 2.18 | -0.90 | 3.36 | 0.83 | -0.39 | 1.00 | 1.80 | 1.80 | -0.15 | 1.15 | 2.75 | -0.13 | 0.34 | 1.79 | 1.19 | 2.55 | 3.64 | 2.22 | 1.17 |
| Standard Deviation(%) | NA | 6.99 | 6.88 | 6.42 | 7.89 | NA | NA | 7.67 | 7.65 | 6.09 | 7.89 | 4.06 | 6.69 | 6.16 | 6.12 | 7.26 | 7.78 | 14.70 | 9.75 | 9.47 | 7.41 | 9.47 | 7.49 | 6.12 | 6.79 | 6.20 | 4.08 | 5.43 |
| Draw Down(%) | NA | 10.92 | 11.21 | 11.21 | 15.03 | NA | NA | 15.03 | 10.81 | 2.49 | 11.21 | 1.48 | 4.16 | 7.28 | 5.45 | 7.32 | 5.93 | 15.03 | 8.58 | 4.77 | 6.60 | 6.19 | 7.32 | 4.26 | 6.89 | 2.79 | 2.44 | 4.10 |
| Yield(%) | NA | 2.89 | 4.31 | 4.31 | 4.22 | NA | NA | 5.25 | 0.73 | 3.40 | 5.36 | 4.98 | 4.80 | 3.76 | 4.01 | 2.78 | 3.97 | 6.75 | 4.14 | 6.12 | 9.21 | 4.72 | 4.96 | 5.18 | 5.97 | 2.00 | 8.14 | 8.82 |
Data as of 05/29/2020, 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 |
|---|---|---|---|---|
| Intuit 401K for Small Businesses Asset Allocation Composite Moderate |
2.92%
Nov 2013 - Nov 2016 |
3.37%
Dec 2013 - Dec 2018 |
5.65%
Mar 2010 - Mar 2020 |
7.78%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intuit 401K for Small Businesses Asset Allocation Composite Moderate |
18.48%
Mar 2003 - Mar 2006 |
16.12%
May 2002 - May 2007 |
13.34%
Apr 2001 - Apr 2011 |
10.51%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart