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 Strategic Asset Allocation - Equal Weight Moderate | NA | 30.77% | 11.75% | 12.67% | 8.50% | 8.24% | 7.56% | 7.51% |
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 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 (%) | -0.72 | 30.77 | 11.75 | 12.67 | 8.50 | 8.24 | 7.56 | 7.51 | NA | 16.48 | 23.06 | -7.83 | 13.42 | 17.38 | 16.72 | -4.16 | 8.35 | 3.31 | 1.27 | -0.19 | 16.10 | 11.15 | -1.38 | 9.45 | 23.06 | -19.43 | 7.67 | 13.17 | 7.33 | 11.00 | 21.91 | -5.45 | 1.32 |
| Sharpe Ratio | NA | 1.51 | 0.81 | 0.81 | 0.68 | NA | NA | 0.58 | 0.11 | 1.31 | 2.65 | -0.68 | 1.35 | 0.98 | 2.16 | -0.59 | 1.51 | 0.34 | 0.14 | -0.03 | 2.35 | 1.39 | -0.10 | 0.90 | 1.51 | -1.04 | 0.56 | 1.51 | 1.03 | 1.41 | 2.79 | -0.64 | -0.13 |
| Standard Deviation(%) | NA | 7.47 | 9.56 | 11.81 | 10.09 | NA | NA | 10.21 | 5.66 | 7.57 | 7.10 | 13.64 | 9.90 | 17.45 | 7.10 | 9.28 | 5.10 | 9.22 | 8.79 | 7.18 | 6.84 | 8.00 | 13.51 | 10.43 | 15.18 | 19.53 | 8.30 | 6.55 | 5.01 | 7.11 | 7.60 | 10.25 | 7.87 |
| Draw Down(%) | NA | 5.23 | 12.80 | 21.42 | 21.42 | NA | NA | 30.95 | 0.33 | 5.23 | 3.93 | 16.65 | 5.71 | 21.42 | 3.88 | 11.69 | 4.90 | 8.37 | 8.25 | 6.63 | 4.62 | 6.95 | 12.48 | 8.00 | 14.53 | 29.92 | 5.14 | 7.22 | 3.94 | 4.92 | 8.33 | 15.47 | 11.16 |
| Yield(%) | NA | 14.43 | 11.95 | 9.18 | 6.09 | NA | NA | 4.43 | NA | 4.58 | 13.75 | 7.82 | 9.17 | 6.20 | 3.92 | 4.48 | 0.64 | 2.62 | 3.74 | 3.79 | 3.31 | 2.70 | 1.83 | 1.80 | 1.99 | 2.89 | 5.39 | 6.31 | 4.52 | 4.04 | 1.54 | 1.89 | 2.89 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.70%
Feb 2006 - Feb 2009 |
0.64%
Feb 2004 - Feb 2009 |
4.29%
Mar 2010 - Mar 2020 |
4.58%
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 Strategic Asset Allocation - Equal Weight Moderate |
16.13%
Mar 2003 - Mar 2006 |
13.82%
Feb 2009 - Feb 2014 |
8.62%
Nov 2014 - Nov 2024 |
9.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart