Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 11.84% | -0.44% | 4.55% | 3.43% | 4.49% | 5.32% | 5.76% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT 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 (%) | -1.43 | 11.84 | -0.44 | 4.55 | 3.43 | 4.49 | 5.32 | 5.76 | NA | 2.65 | 7.33 | -9.32 | 0.30 | 18.85 | 15.25 | -10.12 | 15.90 | 4.91 | -5.81 | 1.19 | 5.20 | 12.21 | -2.57 | 13.05 | 29.38 | -22.05 | 11.70 | 15.34 | 7.48 | 16.18 | 25.66 | -6.27 | 0.49 |
| Sharpe Ratio | NA | -0.32 | -0.43 | 0.09 | 0.19 | NA | NA | 0.42 | 0.04 | -0.48 | 0.37 | -0.86 | 0.03 | 1.14 | 1.92 | -1.24 | 2.88 | 0.46 | -0.65 | 0.16 | 0.72 | 1.80 | -0.24 | 1.47 | 1.99 | -1.12 | 1.01 | 1.74 | 1.15 | 2.23 | 3.80 | -0.84 | -0.24 |
| Standard Deviation(%) | NA | 8.24 | 9.88 | 11.37 | 9.97 | NA | NA | 9.89 | 5.10 | 8.28 | 8.26 | 12.50 | 9.44 | 16.27 | 7.20 | 9.18 | 5.30 | 10.19 | 8.97 | 7.23 | 7.19 | 6.74 | 10.64 | 8.82 | 14.70 | 20.50 | 8.62 | 6.94 | 4.64 | 6.85 | 6.57 | 8.80 | 7.69 |
| Draw Down(%) | NA | 6.10 | 18.30 | 22.70 | 22.70 | NA | NA | 33.25 | 0.49 | 6.10 | 7.90 | 18.30 | 7.09 | 22.70 | 5.32 | 16.22 | 2.02 | 6.73 | 13.29 | 8.18 | 7.97 | 6.27 | 10.72 | 6.69 | 14.48 | 32.62 | 6.44 | 8.44 | 3.98 | 6.53 | 8.57 | 17.52 | 13.20 |
| Yield(%) | NA | 3.24 | 3.13 | 3.10 | 2.45 | NA | NA | 2.74 | NA | 0.81 | 3.16 | 1.61 | 5.18 | 2.31 | 2.33 | 1.43 | 0.25 | 1.91 | 2.51 | 2.94 | 1.27 | 2.81 | 2.36 | 2.57 | 2.77 | 3.93 | 4.52 | 4.93 | 4.78 | 3.25 | 1.99 | 1.53 | 1.78 |
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 |
|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.11%
Feb 2006 - Feb 2009 |
-0.38%
Mar 2015 - Mar 2020 |
2.56%
Mar 2010 - Mar 2020 |
2.99%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.74%
Mar 2003 - Mar 2006 |
16.25%
Oct 2002 - Oct 2007 |
10.27%
Mar 2003 - Mar 2013 |
8.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart