Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAFEWAY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 20.05% | 3.26% | 8.04% | 6.72% | 8.35% | 7.25% | 7.38% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAFEWAY 401(k) 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 (%) | -0.51 | 20.05 | 3.26 | 8.04 | 6.72 | 8.35 | 7.25 | 7.38 | NA | 3.99 | 13.26 | -5.96 | 1.46 | 23.35 | 14.32 | -3.39 | 12.79 | 6.63 | -0.47 | 3.52 | 21.66 | 13.40 | -1.19 | 18.29 | 29.63 | -25.24 | 6.92 | 10.42 | 5.50 | 9.70 | 25.50 | -8.03 | 6.36 |
| Sharpe Ratio | NA | -0.24 | -0.06 | 0.30 | 0.40 | NA | NA | 0.46 | 0.00 | -0.31 | 0.93 | -0.54 | 0.12 | 1.12 | 1.56 | -0.42 | 2.25 | 0.68 | -0.05 | 0.42 | 2.80 | 1.32 | -0.07 | 1.44 | 1.65 | -1.14 | 0.40 | 0.80 | 0.49 | 1.10 | 2.23 | -0.70 | 0.39 |
| Standard Deviation(%) | NA | 8.39 | 10.75 | 13.62 | 11.57 | NA | NA | 12.26 | 5.76 | 8.41 | 9.71 | 13.55 | 12.37 | 20.63 | 8.26 | 11.29 | 5.41 | 9.44 | 10.05 | 8.25 | 7.71 | 10.13 | 18.44 | 12.62 | 17.90 | 22.92 | 9.87 | 8.94 | 6.78 | 7.95 | 11.15 | 13.02 | 10.51 |
| Draw Down(%) | NA | 8.29 | 13.95 | 24.00 | 24.00 | NA | NA | 38.10 | 0.45 | 8.29 | 8.47 | 14.09 | 7.82 | 24.00 | 4.55 | 15.19 | 2.20 | 10.89 | 8.72 | 5.84 | 4.53 | 8.25 | 19.90 | 10.95 | 16.24 | 36.43 | 6.25 | 8.06 | 4.08 | 7.78 | 7.89 | 18.50 | 12.14 |
| Yield(%) | NA | 4.70 | 3.85 | 3.68 | 3.19 | NA | NA | 3.80 | NA | 1.46 | 4.12 | 4.26 | 1.46 | 5.32 | 1.71 | 2.26 | 0.90 | 3.71 | 3.61 | 2.72 | 3.64 | 6.66 | 2.67 | 3.31 | 2.91 | 4.45 | 6.69 | 6.82 | 4.51 | 3.30 | 2.46 | 3.35 | 5.02 |
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 |
|---|---|---|---|---|
| SAFEWAY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
-8.25%
Feb 2006 - Feb 2009 |
-2.01%
Feb 2004 - Feb 2009 |
5.36%
Feb 2006 - Feb 2016 |
5.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFEWAY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
21.97%
Feb 2009 - Feb 2012 |
18.60%
Feb 2009 - Feb 2014 |
11.28%
Feb 2009 - Feb 2019 |
10.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart