Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 22.60% | 6.02% | 8.88% | 7.75% | 9.36% | 9.84% | 9.83% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.10 | 22.60 | 6.02 | 8.88 | 7.75 | 9.36 | 9.84 | 9.83 | NA | 12.58 | 14.40 | -8.48 | 15.79 | 8.59 | 16.96 | -2.96 | 13.76 | 7.87 | 0.97 | 9.58 | 15.73 | 14.52 | 4.78 | 15.76 | 21.22 | 2.83 | 9.42 | 13.38 | 8.27 | 14.28 | 24.12 | 1.98 | -2.47 |
| Sharpe Ratio | NA | 0.88 | 0.24 | 0.48 | 0.60 | NA | NA | 0.91 | 0.06 | 0.75 | 1.39 | -0.79 | 1.86 | 0.43 | 2.42 | -0.47 | 3.36 | 0.98 | 0.10 | 1.39 | 2.21 | 2.09 | 0.35 | 1.44 | 2.21 | 0.32 | 0.67 | 1.37 | 1.04 | 1.82 | 3.69 | 0.16 | -0.63 |
| Standard Deviation(%) | NA | 7.92 | 9.55 | 12.03 | 10.03 | NA | NA | 8.99 | 7.44 | 7.94 | 7.28 | 12.54 | 8.46 | 19.44 | 6.43 | 9.12 | 3.90 | 7.80 | 9.20 | 6.89 | 7.12 | 6.93 | 13.39 | 10.87 | 9.56 | 5.97 | 9.65 | 7.40 | 5.87 | 7.33 | 6.35 | 5.33 | 7.53 |
| Draw Down(%) | NA | 4.53 | 13.58 | 23.62 | 23.62 | NA | NA | 23.62 | 0.53 | 4.44 | 5.48 | 14.40 | 3.63 | 23.62 | 3.00 | 10.20 | 1.34 | 5.79 | 7.91 | 4.46 | 5.48 | 4.73 | 11.15 | 7.50 | 4.58 | 5.01 | 6.61 | 7.66 | 4.04 | 5.97 | 2.43 | 3.98 | 10.72 |
| Yield(%) | NA | 5.49 | 4.32 | 4.14 | 4.02 | NA | NA | 0.00 | NA | 3.02 | 4.70 | 2.86 | 3.38 | 3.95 | 5.03 | 3.78 | 3.10 | 3.67 | 4.85 | 3.37 | 2.09 | 5.01 | 2.60 | 4.10 | 5.89 | 9.12 | 6.46 | 5.59 | 4.19 | 3.03 | 4.41 | 5.89 | 7.20 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate |
2.63%
Mar 2017 - Mar 2020 |
3.54%
Mar 2015 - Mar 2020 |
6.64%
Oct 2013 - Oct 2023 |
8.37%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT PLAN Tactical Asset Allocation Moderate |
16.17%
Apr 2003 - Apr 2006 |
14.87%
Jun 2009 - Jun 2014 |
12.92%
Apr 2003 - Apr 2013 |
11.70%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart