Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Tactical Asset Allocation Moderate | NA | 34.97% | 14.04% | 15.43% | 10.19% | 10.51% | 9.92% | 8.91% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Tactical Asset Allocation 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 (%) | -0.52 | 34.97 | 14.04 | 15.43 | 10.19 | 10.51 | 9.92 | 8.91 | NA | 22.24 | 25.13 | -4.48 | 14.95 | 11.15 | 22.18 | -5.30 | 10.71 | 8.93 | 0.07 | 5.69 | 19.01 | 12.79 | 1.96 | 14.54 | 14.67 | 1.98 | 7.04 | 10.29 | 5.26 | 8.78 | 10.43 | -6.38 | 0.91 |
| Sharpe Ratio | NA | 1.75 | 0.94 | 0.82 | 0.74 | NA | NA | 0.72 | 0.06 | 1.60 | 2.53 | -0.44 | 1.30 | 0.54 | 2.11 | -0.60 | 1.83 | 0.94 | 0.00 | 0.68 | 2.35 | 1.61 | 0.12 | 1.39 | 1.64 | 1.88 | 0.42 | 0.75 | 0.36 | 0.82 | 1.10 | -1.23 | -0.24 |
| Standard Deviation(%) | NA | 9.68 | 10.67 | 13.32 | 11.43 | NA | NA | 10.09 | 7.25 | 9.77 | 8.27 | 13.31 | 11.52 | 20.30 | 9.84 | 10.94 | 5.52 | 9.26 | 9.41 | 8.37 | 8.08 | 7.93 | 16.04 | 10.41 | 8.88 | 0.56 | 9.68 | 9.38 | 8.62 | 9.50 | 8.82 | 6.11 | 5.76 |
| Draw Down(%) | NA | 6.26 | 11.84 | 24.02 | 24.02 | NA | NA | 24.02 | 0.48 | 6.26 | 5.19 | 13.02 | 4.86 | 24.02 | 4.04 | 15.74 | 2.76 | 7.70 | 9.72 | 5.24 | 4.11 | 6.21 | 14.75 | 8.07 | 4.60 | 0.55 | 6.00 | 9.54 | 6.05 | 7.65 | 6.21 | 8.92 | 7.33 |
| Yield(%) | NA | 18.44 | 13.41 | 14.06 | 8.50 | NA | NA | 0.00 | NA | 9.28 | 17.77 | 6.75 | 20.52 | 4.19 | 10.79 | 4.76 | 1.92 | 2.35 | 2.60 | 3.40 | 1.48 | 3.95 | 2.67 | 2.18 | 3.06 | 2.55 | 2.55 | 4.77 | 3.55 | 2.23 | 1.34 | 3.01 | 2.99 |
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 |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Tactical Asset Allocation Moderate |
1.30%
Aug 2001 - Aug 2004 |
3.00%
Mar 2015 - Mar 2020 |
6.09%
Sep 2001 - Sep 2011 |
6.50%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Tactical Asset Allocation Moderate |
16.31%
Nov 2021 - Nov 2024 |
16.11%
Nov 2019 - Nov 2024 |
10.49%
Nov 2014 - Nov 2024 |
10.91%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart