Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Rite Aid 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 16.51% | 8.70% | 9.28% | 6.30% | 7.61% | 6.67% | 6.46% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Rite Aid 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.18 | 16.51 | 8.70 | 9.28 | 6.30 | 7.61 | 6.67 | 6.46 | 2.09 | 22.81 | -2.97 | 8.21 | 18.25 | 17.32 | -6.16 | 12.22 | 4.56 | -0.67 | 1.77 | 16.90 | 9.54 | -1.60 | 10.06 | 22.43 | -21.68 | 8.31 | 12.64 | 7.91 | 10.71 | 21.46 | -6.14 | 0.07 |
| Sharpe Ratio | NA | 2.13 | 0.76 | 0.92 | 0.68 | NA | NA | 0.56 | 0.27 | 2.48 | -0.35 | 0.92 | 1.03 | 2.31 | -0.83 | 2.74 | 0.49 | -0.08 | 0.25 | 2.48 | 1.31 | -0.13 | 0.97 | 1.32 | -1.13 | 0.65 | 1.51 | 1.06 | 1.55 | 2.67 | -0.68 | -0.26 |
| Standard Deviation(%) | NA | 7.40 | 9.80 | 11.34 | 9.72 | NA | NA | 10.24 | 6.76 | 7.49 | 12.51 | 8.93 | 17.50 | 6.90 | 9.01 | 4.23 | 8.83 | 8.63 | 6.95 | 6.80 | 7.22 | 12.28 | 10.29 | 16.93 | 20.05 | 8.21 | 6.21 | 5.41 | 6.29 | 7.78 | 10.68 | 8.53 |
| Draw Down(%) | NA | 4.21 | 13.26 | 21.27 | 21.27 | NA | NA | 34.95 | 1.25 | 4.21 | 12.90 | 4.74 | 21.27 | 3.84 | 12.92 | 1.33 | 7.24 | 8.49 | 5.98 | 4.60 | 6.50 | 11.99 | 8.22 | 17.19 | 31.36 | 5.50 | 6.25 | 3.56 | 5.18 | 7.40 | 15.91 | 11.90 |
| Yield(%) | NA | 13.65 | 7.91 | 6.29 | 4.10 | NA | NA | 3.34 | 0.87 | 13.96 | 6.87 | 2.17 | 2.55 | 5.39 | 1.81 | 0.91 | 1.99 | 3.28 | 1.50 | 1.92 | 1.64 | 1.78 | 2.29 | 2.23 | 2.84 | 3.72 | 3.53 | 2.75 | 2.87 | 2.84 | 2.68 | 4.35 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| The Rite Aid 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.16%
Feb 2006 - Feb 2009 |
-0.21%
Feb 2004 - Feb 2009 |
4.29%
Dec 2006 - Dec 2016 |
4.56%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Rite Aid 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
16.20%
Feb 2009 - Feb 2012 |
14.16%
Feb 2009 - Feb 2014 |
8.49%
Feb 2009 - Feb 2019 |
8.46%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart