Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 32.70% | 13.32% | 15.22% | 10.74% | 9.87% | 8.49% | 8.68% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STARBUCKS CORPORATION 401K 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 (%) | -0.80 | 32.70 | 13.32 | 15.22 | 10.74 | 9.87 | 8.49 | 8.68 | NA | 19.44 | 25.72 | -4.04 | 11.57 | 23.94 | 17.81 | -0.22 | 15.02 | -0.65 | 3.13 | 0.19 | 15.81 | 13.24 | -2.83 | 11.11 | 24.27 | -28.17 | 10.35 | 13.23 | 9.34 | 12.91 | 26.61 | -2.28 | 1.58 |
| Sharpe Ratio | NA | 1.68 | 0.93 | 1.01 | 0.90 | NA | NA | 0.65 | 0.12 | 1.48 | 2.75 | -0.41 | 1.32 | 1.26 | 2.15 | -0.17 | 3.43 | -0.10 | 0.36 | 0.03 | 2.43 | 1.71 | -0.20 | 0.92 | 1.38 | -1.31 | 0.79 | 1.33 | 1.14 | 1.45 | 3.37 | -0.35 | -0.08 |
| Standard Deviation(%) | NA | 8.59 | 10.26 | 12.21 | 10.28 | NA | NA | 10.92 | 6.78 | 8.68 | 7.82 | 13.36 | 8.78 | 18.76 | 7.62 | 9.16 | 4.19 | 8.96 | 8.63 | 6.63 | 6.48 | 7.71 | 14.61 | 11.97 | 17.55 | 22.23 | 9.29 | 7.48 | 6.29 | 8.28 | 7.69 | 9.61 | 9.59 |
| Draw Down(%) | NA | 5.31 | 12.88 | 21.86 | 21.86 | NA | NA | 41.28 | 0.40 | 5.31 | 3.85 | 13.43 | 7.34 | 21.86 | 4.51 | 8.62 | 1.54 | 8.25 | 7.90 | 5.37 | 4.18 | 7.07 | 15.53 | 9.83 | 17.30 | 37.67 | 6.45 | 9.18 | 4.31 | 7.14 | 6.58 | 13.17 | 14.72 |
| Yield(%) | NA | 14.50 | 10.09 | 7.15 | 5.09 | NA | NA | 4.12 | NA | 4.53 | 13.75 | 7.26 | 4.22 | 3.50 | 3.37 | 5.49 | 0.63 | 1.61 | 4.11 | 2.36 | 3.88 | 2.61 | 2.50 | 2.63 | 2.58 | 2.29 | 6.77 | 5.00 | 4.69 | 1.67 | 2.66 | 3.55 | 3.15 |
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 |
|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-8.45%
Feb 2006 - Feb 2009 |
-1.08%
Feb 2004 - Feb 2009 |
3.65%
Dec 2006 - Dec 2016 |
5.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.09%
Mar 2003 - Mar 2006 |
15.82%
Sep 2019 - Sep 2024 |
10.88%
Nov 2014 - Nov 2024 |
11.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart