Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMAZON.COM 401K PLAN Asset Allocation Composite Moderate | NA | 16.17% | 4.43% | 6.65% | 6.03% | 6.81% | 6.94% | 6.74% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAZON.COM 401K PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.31 | 16.17 | 4.43 | 6.65 | 6.03 | 6.81 | 6.94 | 6.74 | NA | 7.78 | 13.11 | -10.87 | 8.02 | 11.61 | 18.33 | -5.64 | 14.99 | 5.37 | -1.11 | 4.03 | 13.72 | 12.43 | -1.82 | 13.07 | 12.43 | 0.08 | 7.04 | 10.15 | 5.89 | 11.23 | 11.44 | -2.18 | -1.52 |
| Sharpe Ratio | NA | 0.38 | 0.16 | 0.37 | 0.41 | NA | NA | 0.63 | 0.26 | 0.14 | 1.13 | -0.94 | 0.92 | 0.65 | 2.63 | -0.80 | 3.33 | 0.60 | -0.14 | 0.65 | 1.88 | 1.50 | -0.13 | 1.64 | 2.05 | -0.87 | 0.58 | 1.24 | 0.80 | 1.79 | 2.15 | -1.05 | -1.47 |
| Standard Deviation(%) | NA | 8.17 | 9.89 | 11.63 | 9.83 | NA | NA | 8.17 | 8.46 | 8.26 | 7.85 | 13.10 | 8.69 | 17.42 | 6.43 | 8.68 | 4.31 | 8.63 | 8.42 | 6.22 | 7.26 | 8.23 | 14.30 | 7.93 | 6.01 | 0.98 | 6.94 | 5.57 | 4.63 | 5.76 | 5.00 | 3.12 | 2.61 |
| Draw Down(%) | NA | 5.53 | 13.26 | 18.25 | 20.97 | NA | NA | 20.97 | 2.01 | 4.39 | 6.38 | 17.11 | 4.03 | 20.97 | 3.30 | 11.81 | 1.55 | 6.52 | 9.85 | 5.19 | 6.68 | 7.18 | 13.92 | 5.77 | 2.71 | 1.01 | 4.20 | 6.63 | 3.63 | 5.10 | 4.26 | 4.23 | 5.71 |
| Yield(%) | NA | 3.12 | 4.85 | 4.97 | 3.95 | NA | NA | 3.43 | NA | 0.96 | 2.90 | 5.09 | 5.54 | 5.92 | 4.46 | 3.09 | 3.97 | 2.62 | 2.15 | 2.95 | 4.45 | 4.56 | 2.35 | 1.62 | 2.35 | 0.89 | 5.86 | 3.75 | 3.76 | 3.34 | 1.79 | 2.46 | 2.19 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| AMAZON.COM 401K PLAN Asset Allocation Composite Moderate |
1.40%
Apr 2021 - Apr 2024 |
2.81%
Mar 2015 - Mar 2020 |
4.59%
Oct 2013 - Oct 2023 |
5.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAZON.COM 401K PLAN Asset Allocation Composite Moderate |
12.57%
Dec 2018 - Dec 2021 |
10.85%
Jun 2009 - Jun 2014 |
8.99%
Apr 2003 - Apr 2013 |
8.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart