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 Asset Allocation Composite Moderate | NA | 12.68% | 3.70% | 7.32% | 9.52% | 7.00% | 5.71% | 5.17% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| META PLATFORMS, INC 401(K) 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 (%) | 0.96 | 12.68 | 3.70 | 7.32 | 9.52 | 7.00 | 5.71 | 5.17 | NA | 4.66 | 10.94 | -9.12 | 5.87 | 4.87 | 26.20 | 17.06 | 25.01 | 9.33 | 0.28 | 3.67 | 7.22 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.14 | -0.04 | 0.23 | 0.67 | NA | NA | 0.48 | 0.28 | -0.28 | 1.12 | -1.08 | 1.03 | 0.35 | 1.72 | 0.73 | 2.10 | 1.14 | 0.05 | 1.04 | 2.14 | 0.61 | 0.02 | 0.56 | 0.09 | 0.15 | 1.01 | 2.79 | 0.96 | 0.31 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.98 | 7.60 | 8.74 | 11.31 | NA | NA | 7.35 | 7.01 | 6.77 | 5.96 | 9.69 | 5.70 | 13.25 | 14.38 | 21.55 | 11.60 | 7.99 | 4.57 | 3.51 | 3.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 7.44 | 12.45 | 15.49 | 16.79 | NA | NA | 16.79 | 1.95 | 6.12 | 6.62 | 14.98 | 2.82 | 16.79 | 3.11 | 9.58 | 1.03 | 4.48 | 3.75 | 2.31 | 1.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.22 | 2.77 | 5.41 | 7.36 | NA | NA | 0.00 | NA | 1.09 | 3.57 | 1.70 | 2.09 | 1.06 | 19.04 | 24.90 | 15.28 | 5.70 | 0.75 | 0.52 | 0.54 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Asset Allocation Composite Moderate |
0.06%
Mar 2009 - Mar 2012 |
0.20%
Feb 2008 - Feb 2013 |
1.12%
Jan 2003 - Jan 2013 |
1.52%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Asset Allocation Composite Moderate |
22.69%
Dec 2016 - Dec 2019 |
16.91%
Feb 2016 - Feb 2021 |
9.86%
Sep 2014 - Sep 2024 |
7.12%
Sep 2009 - Sep 2024 |
Annualized Rolling Returns Comparison Chart