Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEST BUY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 28.67% | 4.95% | 11.56% | 7.56% | 8.10% | 8.72% | 8.58% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEST BUY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.39 | 28.67 | 4.95 | 11.56 | 7.56 | 8.10 | 8.72 | 8.58 | NA | 16.08 | 19.83 | -17.68 | 13.71 | 27.72 | 17.11 | -4.93 | 11.64 | 4.62 | -5.13 | -1.26 | 21.57 | 12.11 | -1.52 | 13.90 | 21.06 | 1.87 | 6.94 | 14.48 | 7.24 | 13.69 | 14.78 | -0.82 | 2.43 |
| Sharpe Ratio | NA | 1.03 | 0.14 | 0.58 | 0.51 | NA | NA | 0.70 | 0.04 | 0.89 | 1.88 | -1.26 | 1.13 | 1.33 | 2.13 | -0.55 | 2.53 | 0.54 | -0.57 | -0.13 | 2.91 | 1.58 | -0.10 | 1.38 | 2.17 | 0.16 | 0.44 | 1.41 | 0.77 | 1.59 | 1.92 | -0.31 | 0.02 |
| Standard Deviation(%) | NA | 10.63 | 11.71 | 14.06 | 11.56 | NA | NA | 9.98 | 12.26 | 10.65 | 8.31 | 15.08 | 12.08 | 20.67 | 7.36 | 11.35 | 4.34 | 8.16 | 9.01 | 9.64 | 7.41 | 7.65 | 15.43 | 10.02 | 9.64 | 5.95 | 8.93 | 7.96 | 6.57 | 8.03 | 7.32 | 6.13 | 6.37 |
| Draw Down(%) | NA | 6.31 | 20.00 | 23.95 | 23.95 | NA | NA | 23.95 | 1.05 | 6.28 | 5.88 | 21.65 | 11.64 | 22.89 | 5.68 | 14.91 | 1.53 | 6.09 | 10.92 | 9.93 | 4.11 | 5.94 | 16.22 | 7.83 | 4.55 | 5.01 | 5.68 | 8.86 | 4.89 | 5.77 | 5.52 | 6.25 | 7.73 |
| Yield(%) | NA | 2.77 | 4.71 | 5.73 | 5.58 | NA | NA | 0.00 | NA | 1.33 | 2.94 | 1.35 | 9.89 | 10.05 | 6.04 | 4.95 | 4.90 | 2.30 | 8.56 | 5.54 | 6.93 | 5.07 | 1.71 | 3.73 | 5.63 | 8.98 | 6.64 | 7.54 | 7.38 | 5.61 | 3.07 | 4.87 | 7.51 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEST BUY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.67%
Dec 2013 - Dec 2016 |
0.79%
Dec 2013 - Dec 2018 |
4.94%
Oct 2013 - Oct 2023 |
6.72%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEST BUY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
19.36%
Dec 2018 - Dec 2021 |
13.69%
Feb 2009 - Feb 2014 |
11.26%
Sep 2003 - Sep 2013 |
9.51%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart