Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Panera Bread Company 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 3.04% | 0.61% | 2.45% | 2.54% | 4.90% | 7.10% | 7.68% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Panera Bread Company 401(k) Savings Plan Tactical Asset Allocation 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 (%) | -0.64 | 3.04 | 0.61 | 2.45 | 2.54 | 4.90 | 7.10 | 7.68 | -0.03 | 13.02 | -17.55 | 8.06 | 17.38 | 6.53 | -3.00 | 14.72 | 1.39 | -6.11 | 2.84 | 13.79 | 4.91 | 0.22 | 4.96 | 27.06 | -2.20 | 22.05 | 20.02 | 16.80 | 10.76 | 19.29 | 7.29 | 6.92 |
| Sharpe Ratio | NA | 0.18 | -0.20 | 0.33 | 0.30 | NA | NA | 0.81 | -0.04 | 1.01 | -1.69 | 0.86 | 1.91 | 0.95 | -0.52 | 2.48 | 0.23 | -1.20 | 0.40 | 2.08 | 0.96 | 0.02 | 0.43 | 2.42 | -0.53 | 1.50 | 1.51 | 2.08 | 1.00 | 3.19 | 1.16 | 0.85 |
| Standard Deviation(%) | NA | 8.53 | 9.77 | 8.99 | 7.78 | NA | NA | 8.21 | 8.26 | 8.70 | 11.19 | 9.37 | 8.96 | 5.42 | 8.32 | 5.67 | 5.20 | 5.13 | 7.12 | 6.62 | 5.04 | 8.04 | 11.33 | 11.14 | 5.92 | 12.73 | 11.07 | 7.03 | 9.80 | 5.84 | 5.35 | 5.42 |
| Draw Down(%) | NA | 8.21 | 18.20 | 18.20 | 18.20 | NA | NA | 18.20 | 2.53 | 8.21 | 18.20 | 5.74 | 5.85 | 4.25 | 9.43 | 4.25 | 5.32 | 8.65 | 5.42 | 4.89 | 4.83 | 7.85 | 9.27 | 5.20 | 5.78 | 9.65 | 15.62 | 5.96 | 11.84 | 2.23 | 5.54 | 4.48 |
| Yield(%) | NA | 3.60 | 3.30 | 3.95 | 3.11 | NA | NA | 3.82 | 0.01 | 3.83 | 1.60 | 4.70 | 6.01 | 3.89 | 3.24 | 0.14 | 1.68 | 3.67 | 2.74 | 4.01 | 3.20 | 3.00 | 4.21 | 4.65 | 3.42 | 6.88 | 3.98 | 3.41 | 2.85 | 3.79 | 5.35 | 7.55 |
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 |
|---|---|---|---|---|
| Panera Bread Company 401(k) Savings Plan Tactical Asset Allocation Moderate |
-0.70%
Dec 2013 - Dec 2016 |
1.33%
Oct 2017 - Oct 2022 |
2.54%
Oct 2013 - Oct 2023 |
4.22%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Panera Bread Company 401(k) Savings Plan Tactical Asset Allocation Moderate |
23.57%
Oct 2004 - Oct 2007 |
18.69%
Oct 2002 - Oct 2007 |
13.54%
Apr 2001 - Apr 2011 |
9.92%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart