Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate | NA | 23.67% | 3.26% | 7.76% | 6.59% | 8.06% | 7.28% | 7.14% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT 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 (%) | -1.13 | 23.67 | 3.26 | 7.76 | 6.59 | 8.06 | 7.28 | 7.14 | NA | 6.11 | 15.82 | -15.22 | 12.45 | 15.50 | 18.43 | -5.65 | 13.20 | 5.79 | -0.13 | 5.45 | 16.54 | 14.43 | 0.56 | 14.56 | 26.39 | -24.13 | 8.74 | 12.57 | 7.22 | 12.69 | 21.92 | -6.71 | -0.84 |
| Sharpe Ratio | NA | 0.04 | -0.19 | 0.30 | 0.44 | NA | NA | 0.49 | 0.04 | -0.06 | 1.41 | -1.14 | 1.51 | 0.81 | 2.62 | -0.78 | 3.31 | 0.67 | -0.02 | 0.81 | 2.35 | 1.85 | 0.04 | 1.24 | 1.53 | -1.07 | 0.60 | 1.27 | 0.83 | 1.71 | 2.59 | -0.66 | -0.31 |
| Standard Deviation(%) | NA | 7.90 | 10.68 | 12.39 | 10.24 | NA | NA | 11.05 | 7.12 | 7.92 | 8.20 | 14.56 | 8.22 | 18.87 | 6.51 | 8.94 | 3.80 | 8.33 | 8.83 | 6.72 | 7.01 | 7.76 | 14.30 | 11.63 | 17.20 | 23.34 | 9.52 | 7.33 | 6.06 | 6.87 | 8.19 | 11.88 | 10.21 |
| Draw Down(%) | NA | 6.91 | 21.50 | 23.09 | 23.09 | NA | NA | 37.13 | 0.56 | 6.83 | 8.03 | 22.26 | 3.93 | 23.09 | 3.13 | 12.39 | 1.87 | 6.74 | 8.82 | 5.01 | 5.71 | 5.72 | 13.81 | 8.71 | 17.99 | 35.58 | 6.30 | 7.01 | 4.13 | 5.97 | 7.76 | 17.32 | 14.54 |
| Yield(%) | NA | 5.06 | 4.82 | 4.41 | 3.80 | NA | NA | 3.95 | NA | 1.06 | 4.93 | 3.52 | 5.43 | 3.96 | 3.27 | 3.88 | 0.59 | 2.67 | 4.60 | 4.44 | 3.14 | 4.43 | 2.97 | 4.30 | 4.29 | 5.39 | 5.49 | 4.91 | 3.65 | 3.16 | 3.23 | 3.75 | 3.87 |
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 |
|---|---|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-7.04%
Feb 2006 - Feb 2009 |
-0.69%
Feb 2004 - Feb 2009 |
5.10%
Oct 2013 - Oct 2023 |
5.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUIKTRIP CORPORATION RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
20.26%
Feb 2009 - Feb 2012 |
17.31%
Feb 2009 - Feb 2014 |
10.74%
Feb 2009 - Feb 2019 |
9.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart