Run a fund comparison

Enter a plan fund's ticker or CUSIP, choose a benchmark, and generate a one-page performance summary.

Search by fund name

Look up a fund by name to fill in its ticker below — or skip straight to entering a ticker or CUSIP yourself.

Fund identifier

Enter the mutual fund's ticker symbol (e.g. FXAIX, PGIM's PJFZX).

Benchmark

Reporting period start

Analysis begins on this date or the fund's inception date, whichever is later. Historical data is supported back to January 2, 1990.

Historical NAV data is pulled server-side from Yahoo Finance — no signup or API key needed.

Your report will appear here once you run an analysis.

Retirement Plan Fund Performance Summary — Educational Illustration

Fund vs. Benchmark

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Growth of $10,000

Calendar-Year Returns

Quarterly Excess Return (Fund minus Benchmark)

Annual performance detail

Rolling outperformance probability

Important disclosures

This report is provided for educational and illustrative purposes only. It is a hypothetical, backward-looking analysis of historical net asset value data and does not represent the performance of any actual investment, account, or product held by any specific participant. Past performance does not guarantee, and is not a reliable indicator of, future results.

This material is not individualized investment advice and is not a recommendation to buy, sell, or hold any security, or to select or retain any specific investment option within a retirement plan. It does not take into account any individual's objectives, risk tolerance, time horizon, tax situation, or overall financial circumstances. Consult a qualified, licensed financial or investment professional, and review the fund's official prospectus, before making any investment decision.

Methodology: see notes below.