Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DOLLAR GENERAL CORP 401K SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 17.49% | 9.82% | 9.90% | 7.41% | 7.58% | 7.08% | 7.92% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOLLAR GENERAL CORP 401K SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.97 | 17.49 | 9.82 | 9.90 | 7.41 | 7.58 | 7.08 | 7.92 | NA | 6.94 | 14.94 | -2.76 | 13.30 | 12.29 | 14.65 | -6.12 | 15.06 | 6.45 | -1.33 | -0.21 | 15.52 | 13.09 | -1.41 | 11.25 | 29.57 | -23.89 | 7.40 | 13.03 | 8.03 | 14.25 | 23.25 | -0.07 | 7.31 |
| Sharpe Ratio | NA | 0.25 | 0.40 | 0.70 | 0.55 | NA | NA | 0.60 | 0.49 | 0.04 | 1.27 | -0.36 | 1.26 | 0.70 | 2.02 | -0.86 | 2.99 | 0.63 | -0.15 | -0.03 | 2.23 | 1.70 | -0.10 | 1.01 | 1.72 | -1.16 | 0.49 | 1.41 | 1.09 | 1.92 | 3.30 | -0.15 | 0.70 |
| Standard Deviation(%) | NA | 8.52 | 9.62 | 11.66 | 10.03 | NA | NA | 10.41 | 7.21 | 8.62 | 8.40 | 11.66 | 10.49 | 17.24 | 6.57 | 8.65 | 4.82 | 9.88 | 8.98 | 6.84 | 6.94 | 7.69 | 14.10 | 11.10 | 17.18 | 21.37 | 9.00 | 6.95 | 5.37 | 6.94 | 6.84 | 7.96 | 7.18 |
| Draw Down(%) | NA | 5.68 | 11.68 | 19.32 | 22.66 | NA | NA | 37.88 | 1.54 | 5.68 | 6.00 | 12.82 | 5.51 | 22.66 | 3.98 | 13.05 | 1.47 | 8.58 | 10.02 | 6.57 | 5.68 | 6.63 | 14.32 | 9.26 | 18.17 | 35.21 | 6.06 | 7.99 | 3.66 | 5.84 | 6.36 | 13.62 | 8.37 |
| Yield(%) | NA | 6.99 | 7.30 | 6.29 | 5.54 | NA | NA | 5.07 | NA | 0.68 | 7.23 | 3.77 | 11.27 | 4.89 | 4.55 | 4.79 | 4.68 | 4.17 | 5.55 | 5.47 | 3.36 | 4.04 | 3.44 | 4.29 | 4.11 | 4.75 | 5.97 | 4.44 | 4.02 | 4.80 | 4.19 | 4.50 | 7.68 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| DOLLAR GENERAL CORP 401K SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-7.33%
Feb 2006 - Feb 2009 |
-0.51%
Feb 2004 - Feb 2009 |
4.37%
Mar 2010 - Mar 2020 |
4.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOLLAR GENERAL CORP 401K SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.53%
Feb 2009 - Feb 2012 |
16.04%
Feb 2009 - Feb 2014 |
9.63%
Feb 2009 - Feb 2019 |
9.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart