Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Tactical Asset Allocation Moderate | -1.34% | 4.75% | 3.44% | 9.69% | 6.99% | 8.58% | 8.58% | 8.20% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.22 | 4.75 | 3.44 | 9.69 | 6.99 | 8.58 | 8.58 | 8.20 | -1.34 | 11.47 | 14.08 | -15.35 | 20.13 | 10.93 | 18.91 | -3.85 | 13.07 | 8.60 | -0.03 | 10.43 | 19.23 | 12.42 | 5.13 | 14.94 | 14.90 | 2.61 | 6.81 | 10.62 | 3.29 | 8.36 | 3.64 | 7.55 | 7.48 |
| Sharpe Ratio | NA | 0.21 | 0.33 | 0.59 | 0.54 | NA | NA | 0.77 | -0.12 | 1.01 | 1.50 | -1.17 | 2.23 | 0.55 | 2.48 | -0.49 | 3.20 | 1.09 | -0.01 | 1.49 | 2.58 | 1.61 | 0.38 | 1.48 | 1.76 | 0.23 | 0.38 | 1.15 | 0.16 | 1.28 | 0.76 | 1.28 | 1.02 |
| Standard Deviation(%) | NA | 10.34 | 9.56 | 10.45 | 10.66 | NA | NA | 9.03 | 12.73 | 7.75 | 6.96 | 14.36 | 9.03 | 19.38 | 7.02 | 10.63 | 3.88 | 7.67 | 8.96 | 7.00 | 7.45 | 7.67 | 13.30 | 10.01 | 8.41 | 7.22 | 9.66 | 6.28 | 6.48 | 5.78 | 3.86 | 5.01 | 4.97 |
| Draw Down(%) | NA | 10.85 | 10.85 | 20.41 | 21.49 | NA | NA | 21.49 | 10.77 | 4.58 | 5.90 | 20.41 | 3.63 | 21.49 | 3.19 | 12.88 | 1.27 | 5.37 | 7.92 | 4.12 | 4.87 | 4.90 | 10.33 | 7.36 | 3.95 | 5.45 | 5.79 | 4.56 | 3.92 | 4.79 | 4.49 | 5.05 | 3.44 |
| Yield(%) | NA | 3.02 | 2.93 | 2.91 | 2.90 | NA | NA | 0.00 | NA | 0.94 | 2.87 | 1.78 | 3.97 | 2.31 | 4.31 | 3.28 | 4.56 | 3.02 | 1.81 | 2.15 | 1.86 | 2.80 | 2.76 | 2.68 | 4.33 | 5.28 | 3.06 | 2.72 | 3.49 | 3.63 | 2.14 | 1.74 | 6.50 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Tactical Asset Allocation Moderate |
2.48%
Dec 2021 - Dec 2024 |
4.35%
Mar 2015 - Mar 2020 |
6.55%
Oct 2013 - Oct 2023 |
7.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Tactical Asset Allocation Moderate |
16.58%
Dec 2018 - Dec 2021 |
14.62%
Jun 2009 - Jun 2014 |
10.73%
Sep 2011 - Sep 2021 |
10.21%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart