Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Luby’s Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate | 6.99% | NA | 15.90% | 8.70% | 9.75% | 7.60% | 8.76% | 7.27% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Luby’s Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
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 | 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 (%) | -0.40 | 15.90 | 8.70 | 9.75 | 7.60 | 8.76 | 7.27 | 6.99 | 2.08 | 24.55 | -8.32 | 10.73 | 23.99 | 16.78 | -3.59 | 11.68 | 5.07 | 3.66 | 4.18 | 16.55 | 10.89 | 0.76 | 12.73 | 21.31 | -22.98 | 6.09 | 11.57 | 7.92 | 10.00 | 24.82 | -7.71 | -1.37 |
| Sharpe Ratio | NA | 2.50 | 0.67 | 0.93 | 0.79 | NA | NA | 0.63 | 0.27 | 2.86 | -0.72 | 1.11 | 1.37 | 2.19 | -0.51 | 2.29 | 0.63 | 0.42 | 0.60 | 3.00 | 1.87 | 0.07 | 1.45 | 1.53 | -1.22 | 0.41 | 1.46 | 1.09 | 1.42 | 3.23 | -0.81 | -0.45 |
| Standard Deviation(%) | NA | 7.02 | 10.29 | 11.58 | 9.87 | NA | NA | 9.82 | 6.74 | 7.11 | 13.40 | 9.66 | 17.38 | 7.02 | 9.65 | 4.82 | 7.70 | 8.74 | 6.94 | 5.51 | 5.79 | 11.22 | 8.69 | 13.91 | 19.60 | 7.63 | 5.68 | 5.25 | 6.36 | 7.47 | 10.89 | 8.11 |
| Draw Down(%) | NA | 3.65 | 17.14 | 20.74 | 20.74 | NA | NA | 34.92 | 1.23 | 3.65 | 16.43 | 5.44 | 20.74 | 3.55 | 12.68 | 2.47 | 8.06 | 7.86 | 5.32 | 3.41 | 4.35 | 10.57 | 6.78 | 14.39 | 30.62 | 6.14 | 6.09 | 3.76 | 5.64 | 6.56 | 18.03 | 11.95 |
| Yield(%) | NA | 16.76 | 11.09 | 8.16 | 6.10 | NA | NA | 4.60 | 0.86 | 17.20 | 7.69 | 7.64 | 3.46 | 4.29 | 5.13 | 0.74 | 2.82 | 6.59 | 4.92 | 4.24 | 2.83 | 2.44 | 3.53 | 2.04 | 1.44 | 7.22 | 5.04 | 5.33 | 2.81 | 3.17 | 1.70 | 2.64 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Luby’s Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.79%
Feb 2006 - Feb 2009 |
-0.93%
Feb 2004 - Feb 2009 |
5.01%
Jan 2006 - Jan 2016 |
5.52%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Luby’s Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
17.04%
Dec 2018 - Dec 2021 |
14.74%
Feb 2009 - Feb 2014 |
9.92%
Feb 2009 - Feb 2019 |
9.65%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart