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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.51% | 2.24% | 6.23% | 5.00% | 5.94% | 5.80% | 5.87% |
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 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 (%) | -1.29 | 19.51 | 2.24 | 6.23 | 5.00 | 5.94 | 5.80 | 5.87 | NA | 6.29 | 13.59 | -11.46 | 4.35 | 15.97 | 17.15 | -7.04 | 13.20 | 5.81 | -3.67 | 2.82 | 8.87 | 12.56 | -1.56 | 13.09 | 25.89 | -24.65 | 8.92 | 12.49 | 8.30 | 12.03 | 22.18 | -7.70 | 1.28 |
| Sharpe Ratio | NA | 0.17 | -0.16 | 0.24 | 0.35 | NA | NA | 0.43 | 0.04 | -0.04 | 1.14 | -1.03 | 0.49 | 0.88 | 2.38 | -0.99 | 2.76 | 0.62 | -0.44 | 0.40 | 1.27 | 1.64 | -0.13 | 1.25 | 1.72 | -1.26 | 0.67 | 1.33 | 1.13 | 1.54 | 2.84 | -0.90 | -0.11 |
| Standard Deviation(%) | NA | 7.27 | 9.60 | 11.61 | 9.80 | NA | NA | 10.14 | 5.92 | 7.35 | 8.19 | 12.46 | 8.88 | 17.84 | 6.62 | 8.46 | 4.56 | 8.99 | 8.39 | 7.06 | 6.97 | 7.62 | 12.43 | 10.36 | 14.95 | 20.26 | 8.81 | 6.95 | 5.40 | 7.21 | 7.57 | 9.77 | 9.36 |
| Draw Down(%) | NA | 4.56 | 17.42 | 21.18 | 21.18 | NA | NA | 36.35 | 0.51 | 4.56 | 6.99 | 17.42 | 4.59 | 21.18 | 4.16 | 13.13 | 1.48 | 6.24 | 10.50 | 5.95 | 7.05 | 6.65 | 11.37 | 8.03 | 15.26 | 33.51 | 6.63 | 8.25 | 4.07 | 6.02 | 8.29 | 18.45 | 14.08 |
| Yield(%) | NA | 2.92 | 2.62 | 2.60 | 2.28 | NA | NA | 2.42 | NA | 0.81 | 2.86 | 1.51 | 2.88 | 2.26 | 2.99 | 1.58 | 0.30 | 2.18 | 3.13 | 2.41 | 3.25 | 3.31 | 2.75 | 1.64 | 0.91 | 2.67 | 4.35 | 3.82 | 3.92 | 1.90 | 1.31 | 1.27 | 1.55 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.88%
Feb 2006 - Feb 2009 |
-0.40%
Feb 2004 - Feb 2009 |
3.61%
Oct 2013 - Oct 2023 |
3.53%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.50%
Feb 2009 - Feb 2012 |
13.74%
Oct 2002 - Oct 2007 |
8.68%
Mar 2003 - Mar 2013 |
7.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart