Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Sonic Corp. Savings and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 21.23% | 3.25% | 5.68% | 4.26% | 5.36% | 5.64% | 6.46% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sonic Corp. Savings and Profit Sharing Plan 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 | 21.23 | 3.25 | 5.68 | 4.26 | 5.36 | 5.64 | 6.46 | NA | 5.84 | 13.32 | -10.96 | 0.99 | 14.27 | 14.67 | -8.11 | 13.49 | 4.96 | -3.31 | 0.30 | 11.77 | 13.83 | -3.90 | 11.57 | 24.46 | -27.60 | 11.87 | 15.74 | 11.96 | 17.21 | 29.53 | 0.07 | 0.36 |
| Sharpe Ratio | NA | 0.15 | -0.14 | 0.17 | 0.26 | NA | NA | 0.48 | 0.11 | -0.10 | 1.15 | -1.01 | 0.10 | 0.82 | 1.82 | -0.96 | 2.52 | 0.50 | -0.39 | 0.04 | 1.84 | 1.79 | -0.29 | 1.04 | 1.81 | -1.44 | 0.88 | 1.77 | 1.71 | 2.18 | 5.31 | -0.14 | -0.23 |
| Standard Deviation(%) | NA | 7.72 | 9.52 | 11.42 | 9.94 | NA | NA | 10.02 | 4.79 | 7.82 | 7.87 | 12.20 | 9.42 | 17.06 | 7.29 | 9.78 | 5.11 | 9.45 | 8.62 | 6.44 | 6.39 | 7.70 | 13.52 | 11.06 | 13.48 | 19.77 | 10.07 | 7.05 | 5.72 | 7.45 | 5.43 | 7.18 | 8.45 |
| Draw Down(%) | NA | 5.76 | 17.03 | 23.11 | 23.11 | NA | NA | 38.41 | 0.26 | 5.72 | 7.18 | 17.03 | 6.78 | 23.11 | 4.79 | 15.36 | 2.61 | 7.58 | 10.93 | 6.63 | 5.99 | 7.35 | 14.74 | 10.06 | 13.70 | 34.65 | 7.88 | 9.11 | 4.23 | 8.15 | 5.01 | 13.98 | 13.09 |
| Yield(%) | NA | 4.34 | 4.03 | 3.98 | 3.28 | NA | NA | 3.92 | NA | 0.68 | 4.54 | 2.60 | 4.39 | 3.87 | 3.69 | 2.78 | 0.25 | 1.60 | 3.83 | 4.63 | 3.57 | 3.22 | 3.10 | 2.82 | 2.92 | 3.49 | 8.65 | 7.41 | 7.49 | 4.87 | 3.28 | 2.78 | 3.63 |
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 |
|---|---|---|---|---|
| Sonic Corp. Savings and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.49%
Feb 2006 - Feb 2009 |
0.17%
Mar 2015 - Mar 2020 |
2.60%
Oct 2013 - Oct 2023 |
2.41%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sonic Corp. Savings and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
22.06%
Mar 2003 - Mar 2006 |
18.61%
Oct 2002 - Oct 2007 |
9.77%
Mar 2003 - Mar 2013 |
8.30%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart