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 Strategic Asset Allocation - Equal Weight Moderate | NA | 8.92% | 7.33% | 6.27% | 4.51% | 6.73% | 5.95% | 6.21% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.60 | 8.92 | 7.33 | 6.27 | 4.51 | 6.73 | 5.95 | 6.21 | 0.99 | 15.66 | -4.67 | 10.08 | 16.11 | 16.17 | -7.66 | 12.47 | 2.14 | -0.85 | -1.83 | 13.14 | 12.11 | -0.39 | 10.86 | 24.33 | -20.08 | 10.09 | 10.57 | 5.59 | 11.88 | 19.72 | -0.75 | 4.34 |
| Sharpe Ratio | NA | 0.89 | 0.50 | 0.69 | 0.46 | NA | NA | 0.55 | 0.09 | 1.42 | -0.50 | 1.03 | 0.84 | 2.32 | -0.88 | 2.69 | 0.21 | -0.09 | -0.24 | 1.95 | 2.04 | -0.04 | 1.18 | 1.74 | -1.17 | 0.78 | 1.03 | 0.66 | 1.70 | 3.28 | -0.29 | 0.33 |
| Standard Deviation(%) | NA | 8.00 | 10.02 | 11.85 | 10.29 | NA | NA | 9.75 | 7.50 | 8.05 | 12.17 | 9.78 | 18.88 | 6.37 | 10.19 | 4.40 | 9.37 | 9.25 | 7.61 | 6.73 | 5.90 | 11.55 | 9.10 | 13.95 | 17.92 | 9.14 | 7.06 | 5.15 | 6.44 | 5.80 | 6.45 | 6.10 |
| Draw Down(%) | NA | 7.32 | 14.93 | 22.81 | 22.81 | NA | NA | 32.19 | 1.41 | 7.32 | 14.93 | 5.24 | 22.81 | 3.36 | 15.90 | 1.87 | 8.85 | 10.50 | 7.14 | 5.78 | 4.90 | 12.23 | 7.50 | 15.94 | 30.30 | 5.80 | 7.21 | 3.78 | 5.50 | 5.08 | 10.65 | 7.06 |
| Yield(%) | NA | 5.77 | 6.22 | 5.32 | 4.23 | NA | NA | 4.60 | 0.01 | 6.12 | 3.15 | 9.79 | 5.43 | 2.65 | 3.52 | 0.36 | 2.99 | 5.99 | 2.73 | 4.41 | 4.43 | 3.45 | 3.84 | 4.26 | 6.20 | 9.26 | 5.80 | 4.65 | 3.98 | 3.42 | 4.03 | 5.36 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.83%
Feb 2006 - Feb 2009 |
0.19%
Feb 2004 - Feb 2009 |
3.46%
Mar 2010 - Mar 2020 |
4.22%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.66%
Feb 2009 - Feb 2012 |
14.12%
Feb 2009 - Feb 2014 |
8.34%
Mar 2003 - Mar 2013 |
7.49%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart