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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.84% | 2.49% | 7.37% | 6.57% | 7.51% | 6.81% | 6.70% |
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 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 (%) | -1.22 | 23.84 | 2.49 | 7.37 | 6.57 | 7.51 | 6.81 | 6.70 | NA | 3.75 | 15.02 | -13.57 | 11.96 | 16.45 | 18.41 | -4.62 | 9.31 | 3.65 | 3.55 | 9.35 | 9.69 | 11.48 | 2.15 | 12.40 | 20.02 | -19.38 | 5.49 | 13.73 | 7.26 | 10.39 | 20.81 | -5.26 | -1.07 |
| Sharpe Ratio | NA | -0.24 | -0.22 | 0.28 | 0.40 | NA | NA | 0.48 | -0.01 | -0.32 | 1.16 | -1.09 | 1.34 | 0.82 | 2.56 | -0.66 | 1.79 | 0.41 | 0.40 | 1.50 | 1.51 | 1.95 | 0.18 | 1.19 | 1.28 | -1.00 | 0.28 | 1.62 | 0.81 | 1.37 | 2.79 | -0.74 | -0.47 |
| Standard Deviation(%) | NA | 8.74 | 10.83 | 12.87 | 10.59 | NA | NA | 10.25 | 7.42 | 8.84 | 9.26 | 13.73 | 8.88 | 19.88 | 6.63 | 8.94 | 4.84 | 8.31 | 8.87 | 6.24 | 6.41 | 5.87 | 11.49 | 10.36 | 15.57 | 20.29 | 9.00 | 6.45 | 6.31 | 6.89 | 7.22 | 8.61 | 7.25 |
| Draw Down(%) | NA | 7.62 | 16.87 | 23.88 | 23.88 | NA | NA | 32.42 | 0.56 | 7.62 | 8.13 | 18.31 | 4.55 | 23.88 | 2.37 | 11.48 | 4.78 | 7.53 | 7.40 | 4.40 | 6.21 | 4.51 | 9.71 | 7.17 | 14.46 | 31.73 | 5.53 | 5.99 | 4.34 | 6.65 | 5.17 | 13.17 | 11.73 |
| Yield(%) | NA | 4.82 | 4.42 | 5.03 | 5.35 | NA | NA | 4.49 | NA | 0.81 | 4.88 | 3.42 | 4.19 | 7.13 | 5.03 | 5.22 | 0.37 | 6.91 | 10.02 | 6.22 | 5.47 | 5.32 | 2.48 | 2.87 | 3.59 | 3.62 | 8.06 | 7.30 | 3.49 | 1.95 | 1.49 | 1.03 | 2.41 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.67%
Feb 2006 - Feb 2009 |
-0.16%
Feb 2004 - Feb 2009 |
5.22%
Oct 2013 - Oct 2023 |
5.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGENCY CENTERS 401(k) PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.15%
Feb 2009 - Feb 2012 |
13.93%
Feb 2009 - Feb 2014 |
9.42%
Feb 2009 - Feb 2019 |
8.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart