Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REGENCY CENTERS 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 12.50% | -1.10% | 4.96% | 4.56% | 6.66% | 7.25% | 7.11% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGENCY CENTERS 401(k) PROFIT SHARING PLAN Tactical Asset Allocation 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 (%) | -1.35 | 12.50 | -1.10 | 4.96 | 4.56 | 6.66 | 7.25 | 7.11 | NA | -3.20 | 11.08 | -13.01 | 9.16 | 15.95 | 12.93 | -1.02 | 11.57 | -0.52 | -1.60 | 4.99 | 14.38 | 7.09 | 5.54 | 18.46 | 21.04 | -4.85 | 8.57 | 19.47 | 4.11 | 9.96 | 15.21 | -0.63 | -0.29 |
| Sharpe Ratio | NA | -0.86 | -0.57 | 0.10 | 0.25 | NA | NA | 0.68 | 0.03 | -0.97 | 0.84 | -1.32 | 0.83 | 1.72 | 2.40 | -0.30 | 2.31 | -0.14 | -0.27 | 0.89 | 2.16 | 1.22 | 0.62 | 1.40 | 2.09 | -1.39 | 0.58 | 2.16 | 0.27 | 1.16 | 2.94 | -0.47 | -1.04 |
| Standard Deviation(%) | NA | 9.99 | 9.75 | 9.91 | 8.13 | NA | NA | 7.75 | 7.72 | 10.06 | 8.08 | 10.92 | 10.95 | 9.15 | 4.80 | 7.90 | 4.74 | 5.15 | 6.05 | 5.58 | 6.64 | 5.75 | 8.92 | 13.14 | 10.01 | 4.16 | 9.57 | 7.48 | 7.05 | 7.81 | 4.93 | 3.69 | 2.49 |
| Draw Down(%) | NA | 10.13 | 12.16 | 17.29 | 17.29 | NA | NA | 17.29 | 0.66 | 10.13 | 7.43 | 13.73 | 7.62 | 10.52 | 1.92 | 8.48 | 3.98 | 6.30 | 6.50 | 4.23 | 5.71 | 4.36 | 7.99 | 8.13 | 4.12 | 7.41 | 7.01 | 5.97 | 4.73 | 7.16 | 2.32 | 4.09 | 3.91 |
| Yield(%) | NA | 5.62 | 4.36 | 4.70 | 4.15 | NA | NA | 3.83 | NA | 0.93 | 5.54 | 3.22 | 3.42 | 6.65 | 4.67 | 4.82 | 0.08 | 2.43 | 6.00 | 4.40 | 4.06 | 4.00 | 2.64 | 3.73 | 4.19 | 2.91 | 5.72 | 9.06 | 3.53 | 1.72 | 1.13 | 0.31 | 2.90 |
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 |
|---|---|---|---|---|
| REGENCY CENTERS 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-2.20%
Dec 2021 - Dec 2024 |
2.56%
Dec 2013 - Dec 2018 |
3.75%
Dec 2014 - Dec 2024 |
5.78%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGENCY CENTERS 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
15.55%
Feb 2009 - Feb 2012 |
13.81%
Jun 2009 - Jun 2014 |
10.73%
Apr 2003 - Apr 2013 |
8.86%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart