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 Strategic Asset Allocation - Equal Weight Moderate | NA | 5.94% | -0.05% | 5.22% | 4.19% | 6.22% | 6.08% | 6.44% |
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 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 (%) | -0.86 | 5.94 | -0.05 | 5.22 | 4.19 | 6.22 | 6.08 | 6.44 | 0.07 | 14.63 | -16.00 | 5.00 | 21.53 | 20.54 | -8.46 | 17.90 | 2.97 | 0.38 | 1.17 | 9.38 | 9.45 | -2.78 | 12.43 | 23.70 | -21.17 | 15.13 | 13.53 | 13.33 | 11.34 | 19.23 | 0.92 | 4.98 |
| Sharpe Ratio | NA | 0.49 | -0.14 | 0.47 | 0.45 | NA | NA | 0.58 | -0.03 | 1.18 | -1.25 | 0.50 | 1.21 | 2.62 | -0.94 | 3.68 | 0.33 | 0.04 | 0.18 | 1.45 | 1.55 | -0.26 | 1.33 | 1.59 | -1.28 | 1.25 | 1.39 | 1.95 | 1.39 | 3.30 | -0.03 | 0.38 |
| Standard Deviation(%) | NA | 8.74 | 11.04 | 12.09 | 10.24 | NA | NA | 9.79 | 8.23 | 8.82 | 13.95 | 9.91 | 17.58 | 7.29 | 10.40 | 4.69 | 8.46 | 8.40 | 6.30 | 6.44 | 6.05 | 10.66 | 9.26 | 14.85 | 17.29 | 9.74 | 7.37 | 5.71 | 7.49 | 5.62 | 6.30 | 7.11 |
| Draw Down(%) | NA | 8.34 | 21.99 | 21.99 | 21.99 | NA | NA | 33.21 | 2.21 | 8.34 | 21.08 | 6.88 | 20.86 | 3.99 | 15.39 | 1.66 | 7.06 | 9.74 | 5.70 | 7.34 | 5.28 | 12.08 | 7.24 | 15.60 | 31.57 | 6.60 | 9.48 | 4.31 | 8.08 | 4.83 | 10.62 | 9.81 |
| Yield(%) | NA | 3.41 | 3.39 | 3.28 | 2.77 | NA | NA | 3.35 | 0.00 | 3.68 | 1.55 | 5.08 | 2.96 | 3.45 | 2.71 | 0.25 | 1.44 | 4.73 | 2.20 | 2.27 | 3.53 | 3.16 | 3.96 | 3.29 | 4.93 | 5.98 | 4.03 | 3.48 | 3.38 | 3.26 | 3.41 | 4.34 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.72%
Feb 2006 - Feb 2009 |
2.14%
Oct 2007 - Oct 2012 |
4.19%
Oct 2013 - Oct 2023 |
3.79%
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 Strategic Asset Allocation - Equal Weight Moderate |
17.29%
Mar 2003 - Mar 2006 |
15.42%
Oct 2002 - Oct 2007 |
9.21%
Mar 2003 - Mar 2013 |
8.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart