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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.90% | 2.97% | 14.04% | 9.10% | 8.80% | 7.94% | 8.33% |
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 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 (%) | -0.95 | 17.90 | 2.97 | 14.04 | 9.10 | 8.80 | 7.94 | 8.33 | NA | 5.02 | 10.60 | -8.80 | 6.20 | 61.46 | 19.09 | -5.98 | 10.53 | 2.83 | 0.01 | 4.11 | 14.97 | 8.83 | 0.86 | 9.68 | 19.55 | -17.15 | 8.49 | 11.79 | 6.44 | 11.70 | 17.26 | -1.49 | 11.61 |
| Sharpe Ratio | NA | 0.00 | -0.18 | 0.54 | 0.50 | NA | NA | 0.57 | 0.08 | -0.18 | 0.86 | -0.83 | 0.69 | 1.61 | 2.34 | -0.75 | 2.42 | 0.31 | 0.00 | 0.66 | 2.34 | 1.27 | 0.07 | 1.08 | 1.46 | -1.12 | 0.68 | 1.40 | 0.80 | 1.74 | 2.68 | -0.31 | 1.16 |
| Standard Deviation(%) | NA | 8.62 | 9.65 | 19.05 | 14.55 | NA | NA | 11.63 | 6.81 | 8.69 | 7.41 | 12.20 | 8.89 | 38.03 | 7.56 | 9.67 | 4.09 | 8.40 | 8.33 | 6.20 | 6.37 | 6.91 | 11.95 | 8.92 | 13.28 | 16.07 | 8.12 | 6.08 | 5.31 | 6.19 | 6.18 | 8.45 | 8.04 |
| Draw Down(%) | NA | 5.57 | 15.03 | 19.93 | 19.93 | NA | NA | 29.17 | 0.44 | 5.46 | 6.85 | 15.30 | 4.24 | 19.93 | 3.16 | 12.18 | 1.53 | 6.49 | 8.74 | 5.46 | 4.85 | 5.90 | 10.97 | 6.80 | 13.92 | 27.06 | 5.13 | 6.71 | 3.67 | 4.51 | 6.12 | 13.05 | 7.94 |
| Yield(%) | NA | 3.74 | 6.84 | 15.32 | 9.07 | NA | NA | 5.59 | NA | 0.75 | 3.81 | 4.59 | 11.53 | 47.68 | 6.43 | 4.39 | 0.37 | 2.39 | 3.92 | 3.03 | 3.29 | 3.26 | 2.22 | 1.78 | 1.99 | 2.87 | 5.09 | 4.56 | 2.46 | 3.13 | 2.49 | 2.55 | 3.97 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.32%
Feb 2006 - Feb 2009 |
1.16%
Feb 2004 - Feb 2009 |
4.67%
Oct 2007 - Oct 2017 |
5.05%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
26.87%
Dec 2018 - Dec 2021 |
16.42%
Feb 2016 - Feb 2021 |
11.25%
Sep 2011 - Sep 2021 |
10.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart