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 Strategic Asset Allocation - Optimal Moderate | NA | 28.14% | 4.44% | 8.24% | 6.38% | 7.99% | 7.04% | 7.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTUIT INC. 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.07 | 28.14 | 4.44 | 8.24 | 6.38 | 7.99 | 7.04 | 7.36 | NA | 11.30 | 17.70 | -15.97 | 8.18 | 19.22 | 15.66 | -5.91 | 10.14 | 3.46 | 1.94 | 5.05 | 16.49 | 15.08 | -0.54 | 15.20 | 27.68 | -24.52 | 7.24 | 10.34 | 7.75 | 14.10 | 23.48 | -6.68 | 7.00 |
| Sharpe Ratio | NA | 0.63 | 0.01 | 0.39 | 0.43 | NA | NA | 0.49 | 0.07 | 0.48 | 1.61 | -1.22 | 0.94 | 1.03 | 2.38 | -0.75 | 1.91 | 0.39 | 0.22 | 0.76 | 2.43 | 2.03 | -0.04 | 1.27 | 1.42 | -1.06 | 0.46 | 0.88 | 0.69 | 1.51 | 2.30 | -0.56 | 0.36 |
| Standard Deviation(%) | NA | 9.68 | 11.10 | 12.53 | 10.38 | NA | NA | 11.69 | 8.45 | 9.73 | 8.38 | 14.28 | 8.67 | 18.38 | 5.99 | 9.68 | 4.99 | 8.31 | 8.53 | 6.66 | 6.76 | 7.39 | 14.42 | 11.86 | 19.37 | 23.91 | 9.31 | 8.02 | 8.03 | 8.73 | 9.92 | 13.93 | 13.12 |
| Draw Down(%) | NA | 6.42 | 20.73 | 21.88 | 21.88 | NA | NA | 38.52 | 0.70 | 6.42 | 7.64 | 21.86 | 5.66 | 21.00 | 2.80 | 13.46 | 3.63 | 8.00 | 7.62 | 4.85 | 5.99 | 5.78 | 14.37 | 8.76 | 19.23 | 35.48 | 5.97 | 7.23 | 4.93 | 6.85 | 7.04 | 20.12 | 13.77 |
| Yield(%) | NA | 5.34 | 4.47 | 4.36 | 3.85 | NA | NA | 3.64 | NA | 0.79 | 5.41 | 2.73 | 5.16 | 5.54 | 2.39 | 4.18 | 0.56 | 2.41 | 6.08 | 3.44 | 3.75 | 4.25 | 2.35 | 4.25 | 3.87 | 4.09 | 3.45 | 2.83 | 2.54 | 2.99 | 3.06 | 3.68 | 3.88 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTUIT INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-8.72%
Feb 2006 - Feb 2009 |
-1.33%
Feb 2004 - Feb 2009 |
4.45%
Oct 2013 - Oct 2023 |
4.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTUIT INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
21.12%
Feb 2009 - Feb 2012 |
17.68%
Feb 2009 - Feb 2014 |
10.34%
Feb 2009 - Feb 2019 |
9.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart