Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -1.68% | 3.31% | 2.27% | 2.33% | 4.14% | 5.30% | 6.24% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.47 | -1.68 | 3.31 | 2.27 | 2.33 | 4.14 | 5.30 | 6.24 | 0.50 | 8.35 | -9.73 | 8.13 | 13.66 | 4.82 | -1.62 | 11.00 | 3.60 | -3.21 | -2.63 | 16.24 | 7.67 | -2.18 | 3.71 | 17.47 | -0.24 | 11.50 | 12.01 | 3.48 | 13.56 | 19.60 | 8.47 | 8.57 |
| Sharpe Ratio | NA | 0.55 | 0.01 | 0.39 | 0.31 | NA | NA | 0.71 | 0.03 | 0.56 | -1.21 | 0.84 | 1.52 | 0.74 | -0.38 | 2.04 | 0.78 | -0.57 | -0.40 | 2.21 | 1.43 | -0.19 | 0.32 | 2.01 | -0.20 | 0.91 | 1.08 | 0.22 | 1.80 | 3.22 | 1.67 | 1.15 |
| Standard Deviation(%) | NA | 7.53 | 8.61 | 8.15 | 7.13 | NA | NA | 7.46 | 7.43 | 7.26 | 9.19 | 9.59 | 8.86 | 4.64 | 7.73 | 5.09 | 4.33 | 5.64 | 6.66 | 7.32 | 5.33 | 11.49 | 11.30 | 8.65 | 5.80 | 9.31 | 8.13 | 5.98 | 7.00 | 5.88 | 4.42 | 5.42 |
| Draw Down(%) | NA | 6.87 | 15.13 | 15.13 | 15.13 | NA | NA | 15.13 | 1.76 | 6.87 | 11.93 | 5.05 | 11.12 | 3.73 | 9.57 | 1.97 | 2.60 | 5.80 | 5.85 | 3.94 | 4.75 | 12.33 | 11.13 | 4.05 | 4.97 | 6.17 | 8.73 | 4.41 | 5.51 | 2.99 | 2.44 | 4.11 |
| Yield(%) | NA | 3.94 | 4.13 | 4.33 | 3.63 | NA | NA | 4.61 | 0.01 | 4.17 | 2.60 | 5.69 | 5.52 | 3.83 | 1.73 | 0.54 | 3.25 | 5.28 | 3.82 | 6.61 | 5.01 | 2.02 | 3.92 | 5.99 | 3.81 | 8.14 | 6.40 | 4.00 | 3.33 | 3.99 | 7.74 | 8.74 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN Tactical Asset Allocation Moderate |
-0.79%
Dec 2013 - Dec 2016 |
1.29%
Dec 2013 - Dec 2018 |
2.33%
Oct 2013 - Oct 2023 |
3.89%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN Tactical Asset Allocation Moderate |
13.87%
Apr 2003 - Apr 2006 |
12.85%
Oct 2002 - Oct 2007 |
10.48%
Apr 2001 - Apr 2011 |
7.38%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart