Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Safeway Inc Defined Contributions Plan Master Trust Strategic Asset Allocation - Equal Weight Moderate | NA | 21.26% | 2.91% | 19.54% | 11.66% | 10.61% | 9.49% | 9.40% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Safeway Inc Defined Contributions Plan Master Trust 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 (%) | -1.00 | 21.26 | 2.91 | 19.54 | 11.66 | 10.61 | 9.49 | 9.40 | NA | 3.64 | 13.29 | -11.49 | 4.39 | 108.69 | 18.22 | -7.93 | 13.71 | 3.20 | -0.79 | 1.55 | 12.72 | 13.33 | 0.78 | 11.90 | 26.32 | -17.95 | 8.34 | 10.88 | 6.68 | 10.57 | 17.73 | -1.76 | 5.87 |
| Sharpe Ratio | NA | -0.23 | -0.24 | 0.56 | 0.48 | NA | NA | 0.53 | 0.06 | -0.38 | 1.08 | -0.96 | 0.42 | 1.90 | 2.47 | -0.97 | 3.14 | 0.35 | -0.10 | 0.22 | 2.18 | 2.61 | 0.08 | 1.56 | 2.54 | -1.34 | 0.83 | 1.43 | 0.98 | 1.66 | 3.32 | -0.46 | 0.73 |
| Standard Deviation(%) | NA | 7.79 | 10.20 | 27.27 | 20.04 | NA | NA | 14.12 | 5.15 | 7.85 | 8.33 | 13.47 | 10.41 | 57.22 | 6.80 | 9.56 | 4.17 | 8.53 | 8.53 | 6.93 | 5.83 | 5.09 | 9.13 | 7.57 | 10.33 | 14.11 | 6.45 | 5.33 | 4.60 | 5.80 | 5.13 | 6.20 | 4.85 |
| Draw Down(%) | NA | 7.01 | 17.51 | 20.93 | 20.93 | NA | NA | 27.70 | 0.35 | 6.96 | 7.79 | 17.75 | 6.16 | 20.93 | 3.22 | 13.94 | 1.39 | 8.69 | 8.97 | 5.59 | 5.71 | 4.53 | 10.57 | 6.31 | 11.27 | 27.65 | 4.18 | 5.53 | 3.36 | 5.32 | 3.76 | 10.15 | 4.39 |
| Yield(%) | NA | 5.01 | 4.84 | 4.22 | 3.62 | NA | NA | 4.59 | NA | 0.71 | 5.26 | 2.86 | 5.82 | 6.62 | 2.84 | 3.48 | 0.37 | 3.13 | 4.82 | 2.96 | 3.22 | 5.19 | 4.11 | 4.93 | 5.20 | 6.23 | 6.33 | 5.01 | 5.15 | 5.34 | 4.09 | 5.09 | 6.85 |
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 Inc Defined Contributions Plan Master Trust Strategic Asset Allocation - Equal Weight Moderate |
-3.48%
Feb 2006 - Feb 2009 |
1.26%
Feb 2004 - Feb 2009 |
4.66%
Mar 2010 - Mar 2020 |
5.34%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Safeway Inc Defined Contributions Plan Master Trust Strategic Asset Allocation - Equal Weight Moderate |
37.07%
Dec 2018 - Dec 2021 |
23.30%
Feb 2016 - Feb 2021 |
13.81%
Sep 2011 - Sep 2021 |
12.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart