Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kroger Co 401K RSA Plan Tactical Asset Allocation Moderate | NA | 16.15% | 1.45% | 5.99% | 4.43% | 4.99% | 6.11% | 6.31% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kroger Co 401K RSA 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 (%) | -0.99 | 16.15 | 1.45 | 5.99 | 4.43 | 4.99 | 6.11 | 6.31 | NA | 7.07 | 12.41 | -13.58 | 8.71 | 16.32 | 6.87 | -4.72 | 11.07 | 7.20 | -4.16 | 2.70 | 14.22 | 6.41 | 0.98 | 5.43 | 20.62 | -2.07 | 8.49 | 11.38 | 6.58 | 11.11 | 22.16 | -3.01 | 0.37 |
| Sharpe Ratio | NA | 0.17 | -0.28 | 0.35 | 0.36 | NA | NA | 0.65 | 0.03 | 0.06 | 1.10 | -1.51 | 0.91 | 1.76 | 1.14 | -0.89 | 2.19 | 1.29 | -0.79 | 0.51 | 2.08 | 1.21 | 0.13 | 0.53 | 2.04 | -0.73 | 0.51 | 0.96 | 0.69 | 1.31 | 3.16 | -1.01 | -0.47 |
| Standard Deviation(%) | NA | 8.49 | 8.69 | 8.96 | 7.42 | NA | NA | 7.34 | 8.13 | 8.50 | 7.40 | 9.92 | 9.52 | 9.17 | 4.78 | 6.78 | 4.77 | 5.43 | 5.31 | 5.29 | 6.84 | 5.25 | 7.26 | 10.01 | 10.05 | 4.11 | 10.80 | 8.49 | 6.38 | 7.78 | 6.78 | 4.07 | 4.14 |
| Draw Down(%) | NA | 6.65 | 15.72 | 15.80 | 15.80 | NA | NA | 15.80 | 0.66 | 6.65 | 6.33 | 15.80 | 5.82 | 9.12 | 3.64 | 10.42 | 1.86 | 3.98 | 7.80 | 5.05 | 3.87 | 4.53 | 4.89 | 7.26 | 4.40 | 3.93 | 8.16 | 9.85 | 4.24 | 6.56 | 2.98 | 6.52 | 5.09 |
| Yield(%) | NA | 3.07 | 2.61 | 2.56 | 2.22 | NA | NA | 2.46 | NA | 0.76 | 3.03 | 2.37 | 1.63 | 2.44 | 3.19 | 1.57 | 0.19 | 2.38 | 2.37 | 2.62 | 4.68 | 2.51 | 3.14 | 1.57 | 0.66 | 0.54 | 1.83 | 6.17 | 6.13 | 3.14 | 1.13 | 0.92 | 1.68 |
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 |
|---|---|---|---|---|
| Kroger Co 401K RSA Plan Tactical Asset Allocation Moderate |
0.79%
Apr 2021 - Apr 2024 |
1.91%
Feb 2015 - Feb 2020 |
3.29%
Oct 2013 - Oct 2023 |
4.51%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kroger Co 401K RSA Plan Tactical Asset Allocation Moderate |
16.01%
Apr 2003 - Apr 2006 |
12.75%
Oct 2002 - Oct 2007 |
9.33%
Apr 2003 - Apr 2013 |
8.16%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart