Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate | 0.66% | 15.65% | 15.91% | 17.00% | 11.51% | 12.46% | 11.48% | 11.16% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/05/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
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 (%) | -0.62 | 15.65 | 15.91 | 17.00 | 11.51 | 12.46 | 11.48 | 11.16 | 0.66 | 23.34 | 28.75 | -8.48 | 11.31 | 30.27 | 23.52 | -2.95 | 8.29 | 12.20 | 0.05 | 7.06 | 20.67 | 14.00 | 6.41 | 21.95 | 17.70 | 2.58 | 11.39 | 8.12 | 4.14 | 14.68 | 27.24 | -7.27 | 4.61 |
| Sharpe Ratio | NA | 0.57 | 1.16 | 1.18 | 0.87 | NA | NA | 0.96 | 0.02 | 1.83 | 3.04 | -0.70 | 0.89 | 1.56 | 1.94 | -0.36 | 1.36 | 1.38 | 0.00 | 0.84 | 2.40 | 1.61 | 0.41 | 1.61 | 1.96 | 59.90 | 0.94 | 0.62 | 0.31 | 1.60 | 2.98 | -1.38 | 0.62 |
| Standard Deviation(%) | NA | 11.67 | 10.99 | 11.87 | 11.79 | NA | NA | 10.19 | 15.18 | 9.16 | 8.07 | 14.03 | 12.71 | 19.21 | 11.39 | 11.70 | 5.62 | 8.70 | 9.17 | 8.38 | 8.61 | 8.65 | 15.56 | 13.56 | 8.99 | 0.03 | 8.96 | 7.83 | 6.33 | 8.59 | 8.91 | 6.05 | 3.74 |
| Draw Down(%) | NA | 11.62 | 11.62 | 16.54 | 20.57 | NA | NA | 20.57 | 11.62 | 6.19 | 5.00 | 15.08 | 5.52 | 20.57 | 5.67 | 17.54 | 2.99 | 6.53 | 8.08 | 5.29 | 4.61 | 6.78 | 12.71 | 8.96 | 4.08 | 0.00 | 7.55 | 10.07 | 5.14 | 8.37 | 6.99 | 10.57 | 1.96 |
| Yield(%) | NA | 21.49 | 15.07 | 13.65 | 9.00 | NA | NA | 0.00 | NA | 11.78 | 18.66 | 6.19 | 11.28 | 7.18 | 13.05 | 3.88 | 4.47 | 6.32 | 3.83 | 7.07 | 5.07 | 4.35 | 1.60 | 4.31 | 4.07 | 2.55 | 12.87 | 9.29 | 5.12 | 2.50 | 3.99 | 3.95 | 2.61 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate |
4.86%
Oct 2013 - Oct 2016 |
4.78%
Dec 2013 - Dec 2018 |
8.96%
Sep 2012 - Sep 2022 |
9.39%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate |
21.45%
Dec 2018 - Dec 2021 |
18.70%
Nov 2019 - Nov 2024 |
13.59%
Mar 2003 - Mar 2013 |
13.26%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart