Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEST BUY CO. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 31.60% | 11.25% | 11.30% | 6.63% | 6.03% | 6.58% | 7.30% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEST BUY CO. INC. 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 (%) | -0.59 | 31.60 | 11.25 | 11.30 | 6.63 | 6.03 | 6.58 | 7.30 | NA | 20.17 | 27.33 | -11.87 | 13.60 | 13.54 | 3.73 | -2.31 | 8.81 | 3.17 | -2.99 | -2.14 | 14.23 | 6.84 | -1.38 | 3.20 | 15.47 | 0.69 | 7.66 | 13.45 | 2.95 | 11.31 | 16.65 | 7.68 | 6.98 |
| Sharpe Ratio | NA | 2.34 | 0.92 | 0.96 | 0.67 | NA | NA | 0.79 | 0.15 | 2.09 | 3.33 | -0.91 | 1.49 | 1.49 | 0.46 | -0.51 | 1.61 | 0.70 | -0.58 | -0.34 | 2.04 | 1.18 | -0.13 | 0.30 | 2.01 | -0.06 | 0.56 | 1.39 | 0.14 | 1.39 | 3.29 | 2.10 | 1.21 |
| Standard Deviation(%) | NA | 6.41 | 9.75 | 9.68 | 7.85 | NA | NA | 7.36 | 4.45 | 6.51 | 6.93 | 14.62 | 9.11 | 8.94 | 5.02 | 7.16 | 5.08 | 4.26 | 5.21 | 6.31 | 6.97 | 5.77 | 11.25 | 10.32 | 7.65 | 3.90 | 8.31 | 7.32 | 5.38 | 7.46 | 4.85 | 3.13 | 3.87 |
| Draw Down(%) | NA | 3.32 | 14.82 | 19.57 | 19.57 | NA | NA | 19.57 | 0.23 | 3.32 | 3.15 | 19.57 | 4.21 | 10.59 | 3.63 | 7.96 | 5.14 | 2.62 | 4.52 | 5.74 | 4.94 | 4.69 | 11.88 | 10.70 | 3.78 | 3.29 | 6.08 | 8.15 | 4.57 | 5.43 | 3.03 | 1.59 | 2.69 |
| Yield(%) | NA | 15.84 | 12.04 | 9.54 | 6.51 | NA | NA | 5.49 | NA | 5.33 | 15.02 | 6.39 | 9.17 | 7.42 | 4.90 | 3.68 | 0.27 | 3.21 | 4.56 | 5.06 | 3.25 | 4.43 | 1.58 | 4.01 | 4.86 | 3.31 | 4.83 | 9.63 | 4.57 | 4.28 | 3.28 | 6.26 | 6.90 |
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 |
|---|---|---|---|---|
| BEST BUY CO. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.69%
Dec 2013 - Dec 2016 |
0.64%
Sep 2017 - Sep 2022 |
2.24%
Mar 2010 - Mar 2020 |
3.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEST BUY CO. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
13.21%
Nov 2021 - Nov 2024 |
11.99%
Nov 2019 - Nov 2024 |
9.17%
Apr 2001 - Apr 2011 |
6.78%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart