Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.47% | 3.15% | 21.53% | 11.03% | 9.27% | 8.82% | 8.60% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS 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 (%) | -0.51 | 18.47 | 3.15 | 21.53 | 11.03 | 9.27 | 8.82 | 8.60 | NA | 4.36 | 15.29 | -12.44 | 8.02 | 121.59 | 7.03 | -4.13 | 6.30 | 2.34 | -2.58 | 0.75 | 12.85 | 6.21 | 1.89 | 4.35 | 10.15 | 1.83 | 6.62 | 13.07 | 3.88 | 10.27 | 12.75 | 0.42 | 4.49 |
| Sharpe Ratio | NA | -0.07 | -0.18 | 0.55 | 0.39 | NA | NA | 0.43 | 0.06 | -0.23 | 1.40 | -1.05 | 0.95 | 1.74 | 1.04 | -0.80 | 1.16 | 0.50 | -0.57 | 0.13 | 2.00 | 1.11 | 0.26 | 0.44 | 1.43 | 0.20 | 0.35 | 1.30 | 0.31 | 1.33 | 2.30 | -0.16 | 0.53 |
| Standard Deviation(%) | NA | 9.46 | 10.42 | 32.56 | 23.31 | NA | NA | 15.89 | 6.52 | 9.53 | 7.86 | 13.14 | 8.38 | 69.81 | 5.40 | 6.77 | 4.87 | 4.26 | 4.58 | 5.55 | 6.40 | 5.55 | 7.19 | 9.72 | 7.02 | 4.52 | 10.29 | 7.55 | 5.50 | 7.04 | 5.25 | 4.27 | 4.15 |
| Draw Down(%) | NA | 6.94 | 16.92 | 17.50 | 17.50 | NA | NA | 17.50 | 0.41 | 6.90 | 6.52 | 17.50 | 4.14 | 6.08 | 3.01 | 9.39 | 3.67 | 3.69 | 5.47 | 5.67 | 4.65 | 4.53 | 5.38 | 9.62 | 3.93 | 4.67 | 7.25 | 9.38 | 5.39 | 5.99 | 2.62 | 5.03 | 3.28 |
| Yield(%) | NA | 4.78 | 8.05 | 28.46 | 15.13 | NA | NA | 8.22 | NA | 0.53 | 5.18 | 5.20 | 13.46 | 110.62 | 6.45 | 1.31 | 0.21 | 3.88 | 1.57 | 1.90 | 3.44 | 2.80 | 3.07 | 1.91 | 2.12 | 2.79 | 2.85 | 3.67 | 2.37 | 3.03 | 2.88 | 3.28 | 4.54 |
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 |
|---|---|---|---|---|
| KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.15%
Dec 2013 - Dec 2016 |
0.37%
Aug 2014 - Aug 2019 |
2.81%
Apr 2010 - Apr 2020 |
4.32%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
36.83%
Dec 2018 - Dec 2021 |
22.27%
Nov 2019 - Nov 2024 |
12.13%
Dec 2011 - Dec 2021 |
10.14%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart