Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 19.52% | 0.92% | 6.48% | 5.44% | 6.16% | 6.16% | 6.85% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYSCO CORPORATION EMPLOYEES 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 (%) | -1.02 | 19.52 | 0.92 | 6.48 | 5.44 | 6.16 | 6.16 | 6.85 | NA | 6.56 | 10.44 | -13.90 | 4.79 | 20.92 | 18.91 | -7.55 | 14.02 | 6.34 | -3.02 | 2.84 | 9.01 | 10.79 | 0.27 | 11.78 | 28.70 | -23.60 | 11.96 | 11.32 | 7.88 | 12.21 | 26.03 | -1.35 | 4.83 |
| Sharpe Ratio | NA | 0.09 | -0.33 | 0.22 | 0.37 | NA | NA | 0.58 | 0.00 | 0.00 | 0.86 | -1.22 | 0.52 | 1.20 | 2.58 | -1.00 | 2.58 | 0.67 | -0.36 | 0.42 | 1.55 | 2.09 | 0.03 | 1.46 | 2.44 | -1.63 | 1.16 | 1.40 | 1.29 | 1.99 | 4.33 | -0.32 | 0.31 |
| Standard Deviation(%) | NA | 7.67 | 9.43 | 11.38 | 9.76 | NA | NA | 8.84 | 6.17 | 7.70 | 7.18 | 12.50 | 9.14 | 17.17 | 6.78 | 8.84 | 5.19 | 9.22 | 8.39 | 6.66 | 5.78 | 5.14 | 9.13 | 7.99 | 11.74 | 15.01 | 7.76 | 5.75 | 4.42 | 5.65 | 5.85 | 7.56 | 8.06 |
| Draw Down(%) | NA | 5.45 | 19.20 | 21.89 | 21.89 | NA | NA | 32.19 | 0.67 | 5.41 | 6.55 | 19.82 | 6.57 | 20.53 | 3.56 | 13.97 | 1.91 | 7.52 | 10.24 | 5.80 | 5.69 | 4.55 | 9.75 | 6.64 | 11.83 | 31.67 | 5.09 | 6.75 | 3.63 | 6.86 | 5.48 | 15.21 | 11.78 |
| Yield(%) | NA | 3.78 | 4.28 | 3.70 | 2.94 | NA | NA | 3.44 | NA | 0.54 | 4.05 | 3.03 | 5.18 | 3.51 | 2.46 | 1.40 | 0.27 | 3.39 | 2.52 | 3.02 | 3.51 | 4.67 | 3.76 | 4.83 | 4.25 | 4.31 | 3.46 | 5.11 | 4.61 | 3.82 | 3.08 | 1.83 | 2.41 |
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 |
|---|---|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.67%
Feb 2006 - Feb 2009 |
0.82%
Feb 2004 - Feb 2009 |
4.03%
Oct 2013 - Oct 2023 |
4.09%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.73%
Feb 2009 - Feb 2012 |
14.99%
Oct 2002 - Oct 2007 |
9.22%
Mar 2003 - Mar 2013 |
8.05%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart