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 Strategic Asset Allocation - Equal Weight Moderate | NA | 24.22% | 5.29% | 9.87% | 7.63% | 7.84% | 7.24% | 7.24% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.32 | 24.22 | 5.29 | 9.87 | 7.63 | 7.84 | 7.24 | 7.24 | NA | 8.27 | 21.90 | -12.99 | 8.67 | 22.19 | 21.58 | -3.99 | 16.54 | 0.08 | -1.44 | -2.38 | 15.78 | 13.56 | -0.18 | 12.01 | 24.97 | -19.33 | 8.51 | 11.27 | 6.07 | 10.98 | 16.60 | -2.33 | 2.46 |
| Sharpe Ratio | NA | 0.37 | 0.13 | 0.55 | 0.61 | NA | NA | 0.60 | 0.07 | 0.20 | 2.12 | -1.01 | 1.06 | 1.39 | 2.89 | -0.56 | 3.88 | -0.02 | -0.17 | -0.31 | 2.41 | 2.04 | -0.02 | 1.36 | 1.92 | -1.14 | 0.69 | 1.29 | 0.76 | 1.64 | 2.74 | -0.45 | 0.02 |
| Standard Deviation(%) | NA | 8.19 | 10.65 | 11.46 | 9.74 | NA | NA | 9.35 | 7.00 | 8.26 | 8.33 | 14.21 | 8.17 | 15.77 | 6.97 | 9.54 | 4.10 | 7.87 | 8.64 | 7.64 | 6.52 | 6.62 | 11.74 | 8.77 | 12.96 | 17.73 | 7.95 | 6.18 | 5.15 | 6.12 | 5.81 | 7.64 | 6.89 |
| Draw Down(%) | NA | 5.42 | 18.04 | 22.80 | 22.80 | NA | NA | 30.64 | 0.49 | 5.39 | 7.14 | 19.15 | 7.58 | 20.16 | 3.30 | 11.84 | 1.33 | 8.09 | 9.49 | 8.05 | 5.43 | 5.02 | 12.09 | 6.70 | 14.32 | 29.12 | 5.62 | 6.53 | 3.88 | 5.08 | 5.21 | 11.21 | 8.96 |
| Yield(%) | NA | 3.80 | 3.44 | 4.18 | 4.04 | NA | NA | 4.50 | NA | 0.72 | 4.04 | 1.39 | 4.76 | 6.29 | 4.53 | 4.83 | 3.70 | 2.11 | 4.55 | 4.20 | 6.29 | 4.82 | 3.14 | 4.03 | 4.81 | 5.01 | 4.98 | 6.63 | 5.52 | 4.61 | 3.20 | 4.21 | 5.14 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.78%
Feb 2006 - Feb 2009 |
0.38%
Feb 2004 - Feb 2009 |
4.41%
Nov 2006 - Nov 2016 |
5.13%
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 Strategic Asset Allocation - Equal Weight Moderate |
17.63%
Feb 2009 - Feb 2012 |
15.26%
Feb 2009 - Feb 2014 |
9.26%
Sep 2011 - Sep 2021 |
9.42%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart