Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KR (The Kroger Co.) | 10.55% | 31.79% | 17.31% | 22.22% | 10.33% | 17.76% | 14.67% | 11.35% |
Data as of 05/29/2025, AR inception is 01/03/1977
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KR (The Kroger Co.) | 01/03/1977 | 05/29/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 31.79 | 17.31 | 22.22 | 10.33 | 17.76 | 14.67 | 11.35 | 10.55 | 36.91 | 4.99 | 19.91 | 45.41 | 11.91 | 7.92 | 2.07 | -18.97 | -16.40 | 32.38 | 67.19 | 57.29 | 12.03 | 12.38 | 12.83 | -19.63 | 1.39 | 18.29 | 24.43 | 7.64 | -5.24 | 19.81 | -25.97 | -22.88 | 43.38 | -37.60 | 64.63 | 58.06 | 24.41 | 54.92 | 19.88 | 37.61 | -25.95 | 38.60 | -3.39 | 66.20 | -64.14 | -17.15 | 24.80 | 21.97 | 6.08 | -6.03 | 51.44 | 19.54 | 14.47 | 6.67 | 28.96 | 16.32 |
| Sharpe Ratio | NA | 1.06 | 0.60 | 0.71 | 0.29 | NA | NA | 0.23 | 1.32 | 1.37 | 0.04 | 0.47 | 1.43 | 0.36 | 0.23 | 0.02 | -0.57 | -0.65 | 1.50 | 3.84 | 2.99 | 0.69 | 0.57 | 0.56 | -0.62 | 0.01 | 0.57 | 1.07 | 0.26 | -0.29 | 0.68 | -0.71 | -0.70 | 0.87 | -0.81 | 1.61 | 1.88 | 0.85 | 2.22 | 0.57 | 1.13 | -0.77 | 0.81 | -0.22 | 1.66 | -0.49 | -0.53 | 0.69 | 1.14 | -0.03 | -0.44 | 1.57 | 0.33 | 0.21 | -0.01 | 1.12 | 0.63 |
| Standard Deviation(%) | NA | 23.68 | 26.50 | 28.53 | 29.62 | NA | NA | 35.90 | 26.01 | 22.21 | 19.43 | 39.22 | 31.70 | 32.01 | 28.30 | 33.49 | 34.48 | 25.71 | 21.51 | 17.51 | 19.17 | 17.43 | 21.61 | 22.61 | 31.83 | 36.89 | 26.82 | 19.96 | 21.39 | 21.54 | 28.01 | 37.91 | 36.61 | 45.29 | 50.50 | 37.97 | 28.88 | 24.38 | 23.02 | 29.70 | 31.37 | 36.52 | 42.97 | 39.07 | 36.33 | 139.42 | 40.01 | 29.76 | 14.67 | 22.70 | 27.62 | 27.93 | 28.71 | 30.37 | 28.32 | 21.47 | 20.10 |
| Draw Down(%) | NA | 9.10 | 20.06 | 31.07 | 52.00 | NA | NA | 85.65 | 9.10 | 14.16 | 14.02 | 31.07 | 18.43 | 18.26 | 29.75 | 26.35 | 42.14 | 30.82 | 14.33 | 10.50 | 8.25 | 12.76 | 15.10 | 18.46 | 26.42 | 21.57 | 20.95 | 10.36 | 15.40 | 24.31 | 25.95 | 51.41 | 27.19 | 28.62 | 56.55 | 14.34 | 14.06 | 13.22 | 9.01 | 17.37 | 16.28 | 45.83 | 36.22 | 36.03 | 29.30 | 85.65 | 41.72 | 15.33 | 9.54 | 21.28 | 20.47 | 23.14 | 29.73 | 21.71 | 33.64 | 14.38 | 19.66 |
| Yield(%) | 0.00 | 2.47 | 6.50 | 7.29 | 3.98 | 11.60 | 11.13 | 52.39 | 1.03 | 2.64 | 2.47 | 17.24 | 2.43 | 2.37 | 2.20 | 1.87 | 1.45 | 1.09 | 1.83 | 3.46 | 4.66 | 4.04 | 3.91 | 3.81 | 2.75 | 2.69 | 2.50 | 2.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/29/2025, AR inception is 01/03/1977
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KR (The Kroger Co.) |
-33.09%
Sep 1988 - Sep 1991 |
-19.84%
Aug 1987 - Aug 1992 |
-5.37%
Sep 1982 - Sep 1992 |
1.55%
Sep 1988 - Sep 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KR (The Kroger Co.) |
57.37%
Jul 2012 - Jul 2015 |
43.16%
Dec 1993 - Dec 1998 |
29.86%
Dec 1988 - Dec 1998 |
17.50%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart