Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP 401(k) PLAN Asset Allocation Composite Moderate | 5.57% | 22.24% | 12.31% | 3.72% | 6.05% | 5.33% | 6.28% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CITIGROUP 401(k) PLAN Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.17 | 22.24 | 12.31 | 3.72 | 6.05 | 5.33 | 6.28 | … | … | 5.57 | 19.62 | 3.73 | 5.44 | -16.55 | 9.77 | 10.63 | 16.05 | -6.29 | 13.05 | 6.76 | -4.04 | 5.94 | 8.11 | 13.80 | -1.54 | 8.67 | 15.06 | 4.29 | 3.75 | 15.58 | 8.76 | 14.50 | 20.65 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.12 | 0.89 | 0.11 | 0.48 | NA | NA | … | … | 0.37 | 1.68 | 0.01 | 0.19 | -1.79 | 0.97 | 0.97 | 2.43 | -0.91 | 2.40 | 0.90 | -0.58 | 0.89 | 0.94 | 1.62 | -0.09 | 0.69 | 1.57 | 0.26 | 0.06 | 1.46 | 0.91 | 1.75 | 3.29 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 10.01 | 9.79 | 9.73 | 9.03 | NA | NA | … | … | 13.01 | 9.99 | 8.48 | 9.26 | 10.05 | 10.06 | 10.71 | 6.00 | 8.47 | 5.16 | 7.31 | 6.98 | 6.64 | 8.62 | 8.48 | 16.82 | 12.35 | 9.55 | 12.73 | 10.74 | 8.35 | 7.13 | 7.71 | 6.06 | 0.01 | 0.05 |
| Draw Down(%) | NA | 8.25 | 11.39 | 23.70 | 23.70 | NA | NA | … | … | 8.25 | 10.08 | 6.52 | 10.44 | 17.46 | 5.66 | 14.41 | 3.17 | 13.51 | 2.59 | 5.75 | 9.19 | 6.67 | 9.02 | 5.76 | 17.79 | 10.75 | 4.74 | 12.83 | 7.70 | 7.44 | 4.47 | 7.28 | 2.02 | 0.00 | 0.00 |
| Yield(%) | NA | 4.64 | 4.64 | 3.97 | 3.78 | NA | NA | … | … | NA | NA | 1.12 | 4.40 | 3.72 | 4.99 | 1.95 | 4.52 | 4.92 | 3.20 | 3.36 | 2.17 | 5.04 | 2.85 | 4.59 | 2.11 | 2.33 | 5.26 | 4.35 | 5.40 | 4.20 | 3.90 | 2.15 | 1.81 | 1.11 | 2.31 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITIGROUP 401(k) PLAN Asset Allocation Composite Moderate |
-3.44%
Apr 2021 – Apr 2024 |
1.07%
Sep 2018 – Sep 2023 |
2.38%
Oct 2013 – Oct 2023 |
4.11%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITIGROUP 401(k) PLAN Asset Allocation Composite Moderate |
17.03%
Apr 2003 – Apr 2006 |
13.58%
Oct 2002 – Oct 2007 |
10.86%
Apr 2003 – Apr 2013 |
8.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart