Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 24.63% | 1.36% | 7.30% | 5.83% | 7.04% | 6.82% | 7.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.01 | 24.63 | 1.36 | 7.30 | 5.83 | 7.04 | 6.82 | 7.24 | NA | 9.21 | 11.16 | -14.03 | 5.45 | 22.01 | 18.90 | -7.25 | 11.28 | 5.90 | -1.37 | 4.84 | 13.19 | 12.96 | -1.50 | 14.45 | 31.74 | -26.83 | 11.26 | 12.55 | 9.51 | 12.87 | 26.85 | -4.97 | 4.69 |
| Sharpe Ratio | NA | 0.42 | -0.22 | 0.29 | 0.28 | NA | NA | 0.44 | 0.01 | 0.31 | 0.80 | -1.16 | 0.57 | 1.21 | 2.54 | -0.27 | 2.25 | 0.64 | -0.16 | 0.75 | 1.86 | 1.61 | -0.11 | 1.26 | 1.79 | -1.22 | 0.91 | 1.27 | 1.26 | 1.79 | 3.08 | -0.51 | 0.21 |
| Standard Deviation(%) | NA | 8.38 | 10.38 | 12.15 | 14.08 | NA | NA | 12.67 | 7.73 | 8.43 | 8.65 | 13.28 | 9.58 | 17.94 | 6.88 | 32.03 | 4.73 | 8.87 | 8.67 | 6.43 | 7.09 | 8.01 | 13.91 | 11.40 | 17.71 | 22.69 | 9.11 | 7.31 | 5.84 | 6.65 | 8.49 | 11.95 | 11.25 |
| Draw Down(%) | NA | 5.34 | 19.96 | 22.92 | 27.93 | NA | NA | 38.99 | 0.75 | 5.30 | 8.74 | 20.10 | 6.32 | 20.70 | 3.55 | 27.93 | 1.73 | 7.63 | 9.78 | 5.51 | 6.65 | 7.18 | 13.54 | 8.52 | 16.60 | 37.76 | 5.75 | 7.91 | 4.26 | 6.84 | 8.32 | 18.71 | 13.22 |
| Yield(%) | NA | 4.05 | 4.92 | 4.29 | 3.29 | NA | NA | 3.23 | NA | 0.83 | 3.53 | 5.18 | 4.91 | 4.37 | 2.45 | 2.21 | 0.17 | 3.06 | 2.86 | 3.17 | 2.97 | 3.47 | 2.88 | 3.13 | 2.27 | 3.29 | 4.88 | 6.20 | 4.44 | 3.87 | 2.01 | 0.75 | 1.42 |
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 - Optimal Moderate |
-7.28%
Feb 2006 - Feb 2009 |
-0.43%
Feb 2004 - Feb 2009 |
4.14%
Oct 2013 - Oct 2023 |
4.51%
Sep 2007 - Sep 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 - Optimal Moderate |
21.32%
Feb 2009 - Feb 2012 |
16.45%
Feb 2009 - Feb 2014 |
10.09%
Mar 2003 - Mar 2013 |
8.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart