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 - Optimal Moderate | NA | 26.53% | 3.76% | 8.89% | 6.00% | 7.34% | 6.69% | 7.33% |
Data as of 10/31/2024, 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 - Optimal 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 (%) | -1.22 | 26.53 | 3.76 | 8.89 | 6.00 | 7.34 | 6.69 | 7.33 | NA | 7.42 | 12.06 | -11.69 | 7.12 | 25.31 | 14.35 | -9.48 | 11.48 | 5.31 | -1.93 | 2.38 | 16.75 | 14.14 | -0.93 | 13.90 | 27.85 | -24.91 | 12.31 | 10.18 | 5.56 | 15.58 | 23.88 | -2.44 | 6.12 |
| Sharpe Ratio | NA | 0.17 | -0.17 | 0.37 | 0.36 | NA | NA | 0.50 | 0.02 | 0.09 | 0.89 | -0.93 | 0.69 | 1.31 | 1.83 | -0.97 | 2.64 | 0.58 | -0.21 | 0.32 | 2.21 | 1.69 | -0.06 | 1.13 | 1.66 | -1.20 | 0.96 | 0.85 | 0.58 | 2.13 | 2.85 | -0.35 | 0.45 |
| Standard Deviation(%) | NA | 9.43 | 11.02 | 12.93 | 10.90 | NA | NA | 11.21 | 8.74 | 9.49 | 8.72 | 14.05 | 10.23 | 19.13 | 7.07 | 11.11 | 4.12 | 8.79 | 9.27 | 7.31 | 7.57 | 8.35 | 16.36 | 12.25 | 16.76 | 21.49 | 9.75 | 8.12 | 5.86 | 6.88 | 8.13 | 10.16 | 8.39 |
| Draw Down(%) | NA | 8.29 | 20.74 | 22.19 | 22.19 | NA | NA | 37.01 | 0.88 | 8.25 | 8.70 | 20.74 | 7.18 | 22.19 | 4.82 | 17.51 | 1.36 | 8.81 | 10.50 | 5.36 | 5.63 | 6.95 | 16.11 | 9.89 | 17.05 | 34.34 | 5.79 | 8.23 | 4.44 | 5.40 | 7.50 | 15.86 | 11.42 |
| Yield(%) | NA | 6.54 | 4.56 | 4.53 | 4.07 | NA | NA | 4.46 | NA | 0.80 | 6.40 | 3.25 | 3.35 | 6.84 | 2.33 | 3.54 | 0.77 | 4.30 | 6.21 | 3.33 | 7.17 | 4.11 | 3.61 | 3.61 | 3.59 | 4.88 | 7.92 | 6.47 | 4.73 | 4.31 | 2.84 | 3.35 | 4.81 |
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 |
|---|---|---|---|---|
| PETCO ANIMAL SUPPLIES STORES INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-6.69%
Feb 2006 - Feb 2009 |
-0.41%
Feb 2004 - Feb 2009 |
3.97%
Oct 2013 - Oct 2023 |
4.55%
Sep 2007 - Sep 2022 |
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 - Optimal Moderate |
19.54%
Feb 2009 - Feb 2012 |
16.89%
Feb 2009 - Feb 2014 |
9.55%
Mar 2003 - Mar 2013 |
8.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart