Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 18.37% | 3.46% | 7.12% | 5.50% | 6.65% | 6.34% | 6.26% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVANCE AUTO PARTS INC. 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 (%) | -0.94 | 18.37 | 3.46 | 7.12 | 5.50 | 6.65 | 6.34 | 6.26 | NA | 2.04 | 11.53 | -9.77 | 7.55 | 16.94 | 17.55 | -8.41 | 12.16 | 3.06 | -1.18 | 2.25 | 14.52 | 12.43 | 1.43 | 11.05 | 24.27 | -22.75 | 11.41 | 12.03 | 8.14 | 9.74 | 19.01 | -9.75 | 5.73 |
| Sharpe Ratio | NA | -0.41 | -0.28 | 0.24 | 0.32 | NA | NA | 0.46 | 0.06 | -0.53 | 0.96 | -0.90 | 0.82 | 0.98 | 2.41 | -1.01 | 2.73 | 0.33 | -0.15 | 0.34 | 2.14 | 1.92 | 0.13 | 1.07 | 1.67 | -1.30 | 0.99 | 1.29 | 1.04 | 1.35 | 2.53 | -1.12 | 0.38 |
| Standard Deviation(%) | NA | 8.53 | 9.75 | 11.52 | 9.79 | NA | NA | 9.75 | 6.28 | 8.60 | 7.59 | 12.38 | 9.21 | 17.11 | 6.68 | 9.67 | 4.23 | 8.78 | 7.95 | 6.47 | 6.76 | 6.45 | 11.09 | 10.23 | 14.47 | 18.22 | 8.51 | 6.79 | 5.75 | 6.53 | 7.24 | 9.66 | 9.11 |
| Draw Down(%) | NA | 9.46 | 15.88 | 22.06 | 22.06 | NA | NA | 33.89 | 0.47 | 9.44 | 7.15 | 15.93 | 6.15 | 22.06 | 2.99 | 15.18 | 1.69 | 7.80 | 9.07 | 5.76 | 5.69 | 5.01 | 11.56 | 7.92 | 14.15 | 30.98 | 4.55 | 7.23 | 3.77 | 6.73 | 7.39 | 16.70 | 10.94 |
| Yield(%) | NA | 3.16 | 5.76 | 5.14 | 3.86 | NA | NA | 3.97 | NA | 0.57 | 3.43 | 4.61 | 8.70 | 3.53 | 5.11 | 3.95 | 0.37 | 2.05 | 3.89 | 2.40 | 2.92 | 4.18 | 2.54 | 3.97 | 3.67 | 2.93 | 7.89 | 6.48 | 3.26 | 4.72 | 3.24 | 1.29 | 5.65 |
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 |
|---|---|---|---|---|
| ADVANCE AUTO PARTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.34%
Feb 2006 - Feb 2009 |
0.14%
Feb 2004 - Feb 2009 |
4.12%
Oct 2013 - Oct 2023 |
4.33%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVANCE AUTO PARTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.77%
Feb 2009 - Feb 2012 |
14.79%
Feb 2009 - Feb 2014 |
8.83%
Mar 2003 - Mar 2013 |
8.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart