Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Save Mart 401K Company Match Plan Tactical Asset Allocation Moderate | NA | 4.11% | -2.65% | 2.32% | 3.21% | 4.29% | 5.00% | 5.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Save Mart 401K Company Match Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.97 | 4.11 | -2.65 | 2.32 | 3.21 | 4.29 | 5.00 | 5.76 | NA | 7.91 | 10.22 | -12.85 | 5.40 | 12.92 | 10.65 | -1.24 | 13.23 | 4.46 | -4.52 | 4.32 | 14.13 | 2.11 | 7.00 | 3.90 | 8.55 | 5.05 | 8.14 | 10.03 | 1.57 | 8.31 | 12.94 | 11.02 | 5.94 |
| Sharpe Ratio | NA | 0.13 | -0.17 | 0.14 | 0.28 | NA | NA | 0.60 | 0.08 | 0.06 | 0.74 | -1.41 | 0.60 | 1.36 | 2.04 | -0.32 | 2.49 | 0.99 | -0.85 | 0.75 | 2.12 | 0.44 | 0.99 | 0.43 | 1.13 | 0.88 | 0.57 | 0.92 | -0.11 | 1.18 | 2.04 | 1.86 | 0.59 |
| Standard Deviation(%) | NA | 21.03 | 14.27 | 12.47 | 9.66 | NA | NA | 8.02 | 7.48 | 21.04 | 8.11 | 10.07 | 8.94 | 9.36 | 4.54 | 7.86 | 5.05 | 4.30 | 5.33 | 5.71 | 6.66 | 4.69 | 7.04 | 8.82 | 7.50 | 4.66 | 9.00 | 7.34 | 5.58 | 6.27 | 6.01 | 5.34 | 6.14 |
| Draw Down(%) | NA | 14.12 | 14.56 | 15.26 | 15.26 | NA | NA | 15.26 | 0.54 | 14.12 | 6.92 | 15.03 | 5.78 | 11.61 | 2.90 | 7.85 | 2.10 | 2.82 | 6.86 | 4.65 | 5.18 | 5.18 | 3.98 | 8.06 | 4.15 | 2.43 | 6.73 | 8.84 | 5.44 | 6.65 | 5.03 | 3.18 | 5.00 |
| Yield(%) | NA | 3.78 | 3.76 | 4.26 | 3.52 | NA | NA | 3.95 | NA | 0.75 | 3.68 | 4.41 | 2.23 | 5.33 | 6.56 | 2.10 | 0.10 | 2.59 | 3.87 | 3.78 | 3.53 | 2.93 | 4.84 | 3.05 | 4.33 | 4.19 | 4.97 | 5.36 | 3.38 | 2.63 | 4.53 | 5.57 | 6.12 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Save Mart 401K Company Match Plan Tactical Asset Allocation Moderate |
-2.47%
Oct 2021 - Oct 2024 |
2.32%
Oct 2019 - Oct 2024 |
3.21%
Oct 2014 - Oct 2024 |
4.30%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Save Mart 401K Company Match Plan Tactical Asset Allocation Moderate |
10.76%
Mar 2001 - Mar 2004 |
9.48%
May 2002 - May 2007 |
8.07%
Apr 2001 - Apr 2011 |
6.81%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart