Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 21.77% | 2.60% | 7.25% | 6.30% | 6.96% | 6.79% | 6.98% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT 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 (%) | -1.07 | 21.77 | 2.60 | 7.25 | 6.30 | 6.96 | 6.79 | 6.98 | NA | 6.28 | 15.39 | -13.78 | 4.37 | 20.19 | 19.61 | -7.44 | 13.44 | 3.57 | 3.52 | 3.58 | 11.14 | 13.20 | -0.36 | 11.16 | 22.89 | -16.94 | 9.57 | 10.89 | 7.91 | 11.41 | 23.12 | -4.82 | 1.87 |
| Sharpe Ratio | NA | 0.14 | -0.13 | 0.28 | 0.44 | NA | NA | 0.55 | 0.09 | -0.04 | 1.34 | -1.08 | 0.45 | 1.15 | 2.70 | -0.92 | 2.97 | 0.40 | 0.38 | 0.53 | 1.76 | 2.20 | -0.03 | 1.28 | 1.88 | -1.12 | 0.79 | 1.12 | 1.07 | 1.27 | 2.80 | -0.58 | -0.05 |
| Standard Deviation(%) | NA | 8.60 | 10.66 | 12.11 | 10.21 | NA | NA | 9.63 | 7.09 | 8.64 | 8.29 | 14.04 | 9.60 | 17.31 | 6.75 | 9.52 | 4.31 | 8.48 | 9.15 | 6.71 | 6.32 | 5.98 | 11.25 | 8.66 | 12.13 | 15.93 | 8.34 | 6.82 | 5.38 | 8.23 | 8.02 | 10.18 | 8.88 |
| Draw Down(%) | NA | 6.41 | 17.77 | 20.98 | 20.98 | NA | NA | 27.19 | 0.47 | 6.41 | 7.36 | 18.76 | 5.92 | 20.98 | 3.39 | 14.33 | 2.19 | 8.20 | 8.76 | 5.35 | 6.47 | 4.59 | 11.73 | 6.55 | 12.77 | 27.01 | 5.36 | 7.39 | 3.55 | 6.54 | 7.79 | 15.36 | 11.52 |
| Yield(%) | NA | 4.60 | 3.76 | 3.77 | 3.70 | NA | NA | 3.96 | NA | 0.92 | 4.65 | 1.83 | 3.99 | 3.47 | 4.56 | 3.70 | 0.45 | 2.69 | 7.36 | 3.88 | 0.76 | 3.99 | 3.07 | 4.12 | 4.12 | 5.69 | 5.85 | 4.86 | 4.47 | 3.61 | 3.49 | 3.74 | 5.89 |
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 |
|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-3.24%
Feb 2006 - Feb 2009 |
1.54%
Feb 2004 - Feb 2009 |
4.72%
Oct 2013 - Oct 2023 |
4.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.66%
Mar 2003 - Mar 2006 |
13.44%
Feb 2009 - Feb 2014 |
9.41%
Mar 2003 - Mar 2013 |
8.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart