Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAFEWAY 401(k) PLAN Tactical Asset Allocation Moderate | NA | 16.00% | 0.13% | 5.56% | 5.53% | 7.80% | 7.95% | 8.62% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAFEWAY 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.78 | 16.00 | 0.13 | 5.56 | 5.53 | 7.80 | 7.95 | 8.62 | NA | 2.07 | 9.82 | -11.75 | 12.96 | 9.05 | 19.01 | -8.29 | 14.44 | 6.77 | 0.21 | 4.96 | 25.17 | 14.83 | -3.30 | 19.86 | 22.56 | 3.15 | 3.49 | 8.48 | 4.20 | 10.37 | 27.55 | 0.72 | 8.65 |
| Sharpe Ratio | NA | -0.37 | -0.38 | 0.11 | 0.33 | NA | NA | 0.72 | -0.02 | -0.43 | 0.64 | -0.99 | 0.90 | 0.79 | 2.44 | -0.93 | 2.31 | 0.71 | 0.02 | 0.56 | 3.12 | 1.53 | -0.22 | 1.91 | 2.39 | 0.37 | 0.05 | 0.63 | 0.29 | 1.16 | 2.88 | -0.07 | 1.17 |
| Standard Deviation(%) | NA | 10.42 | 10.97 | 11.76 | 10.21 | NA | NA | 9.50 | 4.84 | 10.52 | 8.69 | 13.28 | 14.34 | 11.12 | 7.22 | 10.36 | 5.98 | 9.29 | 8.47 | 8.81 | 8.05 | 9.67 | 15.10 | 10.37 | 9.39 | 5.96 | 9.39 | 8.33 | 7.06 | 8.14 | 9.33 | 5.88 | 5.43 |
| Draw Down(%) | NA | 8.60 | 14.98 | 18.87 | 18.90 | NA | NA | 18.90 | 0.30 | 8.60 | 6.94 | 16.16 | 6.77 | 14.06 | 3.09 | 18.90 | 2.55 | 10.49 | 7.77 | 6.23 | 4.25 | 7.63 | 16.66 | 7.55 | 4.34 | 5.01 | 7.31 | 8.13 | 5.13 | 7.63 | 3.84 | 7.94 | 4.10 |
| Yield(%) | NA | 6.25 | 5.97 | 5.90 | 5.51 | NA | NA | 0.00 | NA | 3.18 | 5.71 | 2.02 | 8.03 | 5.95 | 7.04 | 7.87 | 7.53 | 2.47 | 3.68 | 4.44 | 8.84 | 7.09 | 2.73 | 4.05 | 4.76 | 9.12 | 3.96 | 3.92 | 4.53 | 3.47 | 2.87 | 6.99 | 8.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFEWAY 401(k) PLAN Tactical Asset Allocation Moderate |
-0.54%
May 2021 - May 2024 |
2.19%
Sep 2018 - Sep 2023 |
4.62%
Oct 2013 - Oct 2023 |
7.23%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFEWAY 401(k) PLAN Tactical Asset Allocation Moderate |
17.25%
Apr 2008 - Apr 2011 |
16.27%
Feb 2009 - Feb 2014 |
11.45%
Apr 2001 - Apr 2011 |
10.58%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart