Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INTUIT INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 23.36% | 1.59% | 5.03% | 3.71% | 4.20% | 4.67% | 5.51% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTUIT INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 (%) | -1.09 | 23.36 | 1.59 | 5.03 | 3.71 | 4.20 | 4.67 | 5.51 | NA | 12.32 | 9.67 | -15.40 | 9.15 | 10.39 | 4.89 | -2.97 | 11.66 | 1.73 | -2.28 | -0.53 | 15.22 | 6.15 | -1.33 | 3.58 | 13.09 | 0.44 | 5.83 | 9.13 | 0.79 | 9.07 | 17.28 | 6.83 | 6.81 |
| Sharpe Ratio | NA | 0.75 | -0.22 | 0.26 | 0.27 | NA | NA | 0.56 | 0.06 | 0.61 | 0.78 | -1.72 | 1.09 | 1.14 | 0.77 | -0.59 | 2.20 | 0.36 | -0.45 | -0.09 | 2.21 | 1.16 | -0.14 | 0.32 | 1.63 | -0.12 | 0.31 | 1.00 | -0.23 | 0.93 | 2.44 | 1.48 | 1.16 |
| Standard Deviation(%) | NA | 9.33 | 8.81 | 8.76 | 7.24 | NA | NA | 7.16 | 9.28 | 9.35 | 6.95 | 9.77 | 8.41 | 8.90 | 4.52 | 7.20 | 5.01 | 4.18 | 5.17 | 6.04 | 6.87 | 5.25 | 9.61 | 10.76 | 7.97 | 3.94 | 9.29 | 5.86 | 6.03 | 8.74 | 6.79 | 3.87 | 3.87 |
| Draw Down(%) | NA | 5.97 | 17.92 | 20.18 | 20.18 | NA | NA | 20.18 | 0.72 | 5.97 | 5.89 | 15.95 | 4.37 | 10.58 | 3.50 | 8.73 | 3.80 | 3.83 | 4.51 | 5.35 | 5.12 | 4.07 | 9.96 | 11.05 | 4.49 | 3.36 | 6.69 | 4.71 | 4.78 | 7.32 | 3.94 | 2.28 | 2.77 |
| Yield(%) | NA | 4.95 | 4.47 | 3.97 | 3.36 | NA | NA | 3.47 | NA | 0.77 | 5.09 | 1.98 | 5.68 | 3.78 | 3.46 | 1.53 | 0.36 | 2.26 | 5.41 | 3.46 | 2.91 | 3.92 | 1.30 | 4.16 | 4.47 | 2.91 | 2.38 | 3.05 | 2.39 | 2.86 | 3.31 | 5.62 | 6.73 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTUIT INC. 401K PLAN Tactical Asset Allocation Moderate |
-0.37%
Dec 2013 - Dec 2016 |
-0.10%
Feb 2018 - Feb 2023 |
1.71%
Oct 2013 - Oct 2023 |
2.91%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTUIT INC. 401K PLAN Tactical Asset Allocation Moderate |
11.16%
Mar 2001 - Mar 2004 |
9.28%
May 2002 - May 2007 |
7.81%
Apr 2001 - Apr 2011 |
6.12%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart