Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAVE MART SUPERMARKETS 401K PLAN Tactical Asset Allocation Moderate | NA | -4.78% | 8.72% | 7.56% | 8.07% | 8.79% | 10.03% | 9.62% |
Data as of 04/29/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVE MART SUPERMARKETS 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | -4.78 | 8.72 | 7.56 | 8.07 | 8.79 | 10.03 | 9.62 | -12.35 | 13.84 | 14.19 | 18.43 | -3.56 | 10.86 | 10.39 | -2.34 | 7.05 | 19.28 | 12.30 | 2.10 | 17.76 | 15.37 | 6.69 | 7.26 | 13.72 | 10.10 | 12.62 | 25.23 | 4.33 | 1.17 |
| Sharpe Ratio | NA | -0.67 | 0.41 | 0.47 | 0.69 | NA | NA | 0.85 | -0.84 | 1.23 | 0.71 | 2.45 | -0.50 | 1.94 | 1.13 | -0.26 | 0.90 | 2.38 | 1.50 | 0.14 | 1.48 | 1.68 | 0.88 | 0.43 | 1.27 | 1.18 | 1.51 | 3.28 | 0.64 | -0.16 |
| Standard Deviation(%) | NA | 12.36 | 14.80 | 12.56 | 10.58 | NA | NA | 9.78 | 15.03 | 11.25 | 19.74 | 6.95 | 9.83 | 5.29 | 8.98 | 9.04 | 7.78 | 8.10 | 8.16 | 15.10 | 11.94 | 9.10 | 6.52 | 9.99 | 8.21 | 6.73 | 7.73 | 7.48 | 5.01 | 6.93 |
| Draw Down(%) | NA | 14.51 | 23.13 | 23.13 | 23.13 | NA | NA | 23.13 | 14.34 | 5.03 | 23.13 | 3.13 | 13.22 | 2.24 | 6.35 | 9.55 | 4.79 | 5.33 | 5.71 | 13.49 | 8.31 | 4.81 | 3.60 | 7.08 | 9.05 | 4.56 | 8.04 | 3.54 | 3.59 | 7.69 |
| Yield(%) | NA | 1.94 | 2.71 | 2.39 | 2.70 | NA | NA | 0.00 | 0.77 | 1.69 | 4.33 | 2.41 | 1.42 | 2.14 | 3.10 | 1.80 | 1.94 | 5.21 | 3.72 | 2.26 | 2.31 | 3.96 | 5.07 | 5.72 | 5.65 | 4.75 | 2.87 | 4.47 | 5.95 | 5.34 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| SAVE MART SUPERMARKETS 401K PLAN Tactical Asset Allocation Moderate |
2.21%
Mar 2017 - Mar 2020 |
3.06%
Mar 2015 - Mar 2020 |
7.03%
Mar 2010 - Mar 2020 |
8.34%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVE MART SUPERMARKETS 401K PLAN Tactical Asset Allocation Moderate |
17.72%
Apr 2003 - Apr 2006 |
13.87%
Oct 2008 - Oct 2013 |
12.59%
Apr 2003 - Apr 2013 |
11.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart