Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE KROGER CO. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES Strategic Asset Allocation - Equal Weight Moderate | NA | 18.48% | 2.13% | 5.91% | 4.51% | 5.33% | 5.73% | 5.96% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE KROGER CO. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES 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 (%) | -1.10 | 18.48 | 2.13 | 5.91 | 4.51 | 5.33 | 5.73 | 5.96 | NA | 8.09 | 10.53 | -10.50 | 5.52 | 12.25 | 14.47 | -7.83 | 13.70 | 7.12 | -4.46 | 2.38 | 9.83 | 11.71 | -5.42 | 11.84 | 28.09 | -20.61 | 8.66 | 13.56 | 9.06 | 13.99 | 23.72 | -7.76 | 1.69 |
| Sharpe Ratio | NA | 0.37 | -0.17 | 0.20 | 0.29 | NA | NA | 0.42 | 0.05 | 0.21 | 0.78 | -0.92 | 0.60 | 0.65 | 1.82 | -1.00 | 2.78 | 0.66 | -0.50 | 0.32 | 1.40 | 1.48 | -0.42 | 1.08 | 1.64 | -1.09 | 0.67 | 1.55 | 1.30 | 1.93 | 3.25 | -0.89 | -0.07 |
| Standard Deviation(%) | NA | 7.15 | 9.73 | 11.94 | 10.28 | NA | NA | 10.45 | 5.20 | 7.20 | 8.07 | 12.93 | 9.12 | 18.58 | 7.16 | 9.17 | 4.70 | 10.42 | 8.95 | 7.44 | 6.99 | 7.87 | 13.06 | 10.89 | 17.03 | 19.68 | 8.47 | 6.63 | 5.31 | 6.74 | 7.07 | 9.91 | 9.50 |
| Draw Down(%) | NA | 4.55 | 17.59 | 22.93 | 22.93 | NA | NA | 35.48 | 0.43 | 4.55 | 7.49 | 17.59 | 4.22 | 22.93 | 4.81 | 14.73 | 1.58 | 7.92 | 11.65 | 6.67 | 6.00 | 7.20 | 13.75 | 8.54 | 18.27 | 31.33 | 6.48 | 7.76 | 4.04 | 5.72 | 8.27 | 18.60 | 14.05 |
| Yield(%) | NA | 2.68 | 2.67 | 2.21 | 1.80 | NA | NA | 1.94 | NA | 0.59 | 2.87 | 1.50 | 3.11 | 0.99 | 2.30 | 1.54 | 0.33 | 1.37 | 1.83 | 1.75 | 1.04 | 1.25 | 1.55 | 0.85 | 1.46 | 2.88 | 3.81 | 3.83 | 3.61 | 1.81 | 1.35 | 1.34 | 1.61 |
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 |
|---|---|---|---|---|
| THE KROGER CO. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES Strategic Asset Allocation - Equal Weight Moderate |
-5.57%
Feb 2006 - Feb 2009 |
0.15%
Mar 2015 - Mar 2020 |
2.85%
Mar 2010 - Mar 2020 |
3.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE KROGER CO. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES Strategic Asset Allocation - Equal Weight Moderate |
18.79%
Mar 2003 - Mar 2006 |
14.93%
Oct 2002 - Oct 2007 |
9.29%
Mar 2003 - Mar 2013 |
7.94%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart