Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Asset Allocation Composite Moderate | NA | 26.43% | 12.84% | 11.47% | 8.46% | 8.91% | 8.56% | 8.16% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
| 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 (%) | 1.06 | 26.43 | 12.84 | 11.47 | 8.46 | 8.91 | 8.56 | 8.16 | NA | 17.01 | 24.46 | -6.23 | 7.56 | 6.93 | 19.92 | -5.64 | 14.62 | 5.79 | 1.38 | 2.58 | 17.02 | 14.26 | -1.97 | 16.24 | 14.71 | 1.98 | 7.14 | 8.16 | 4.88 | 8.32 | 16.15 | -6.38 | 2.02 |
| Sharpe Ratio | NA | 1.00 | 0.99 | 0.72 | 0.65 | NA | NA | 0.70 | 0.28 | 1.29 | 2.62 | -0.59 | 0.80 | 0.40 | 2.56 | -0.72 | 2.89 | 0.64 | 0.16 | 0.38 | 2.42 | 1.83 | -0.14 | 1.42 | 1.65 | 1.86 | 0.44 | 0.56 | 0.34 | 0.85 | 1.68 | -1.23 | -0.05 |
| Standard Deviation(%) | NA | 8.06 | 9.71 | 11.39 | 9.89 | NA | NA | 9.15 | 7.70 | 8.07 | 7.70 | 12.91 | 9.40 | 16.62 | 7.24 | 9.65 | 4.84 | 8.76 | 8.53 | 6.72 | 7.02 | 7.75 | 14.79 | 11.41 | 8.84 | 0.57 | 9.44 | 8.74 | 7.85 | 8.67 | 9.20 | 6.11 | 5.69 |
| Draw Down(%) | NA | 5.49 | 11.49 | 17.69 | 20.56 | NA | NA | 20.56 | 2.33 | 5.42 | 4.18 | 14.83 | 4.75 | 20.56 | 3.57 | 12.68 | 1.61 | 7.72 | 8.56 | 5.43 | 4.86 | 6.59 | 14.35 | 10.27 | 4.94 | 0.56 | 6.05 | 9.21 | 4.77 | 7.16 | 6.21 | 8.92 | 7.34 |
| Yield(%) | NA | 17.34 | 11.63 | 10.52 | 6.69 | NA | NA | 0.00 | NA | 7.98 | 16.24 | 6.42 | 11.45 | 3.83 | 6.80 | 4.26 | 3.15 | 2.18 | 2.73 | 2.46 | 1.31 | 3.50 | 3.09 | 2.10 | 2.62 | 2.55 | 2.47 | 4.67 | 3.88 | 2.09 | 1.31 | 3.01 | 2.89 |
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 |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Asset Allocation Composite Moderate |
2.04%
Sep 2019 - Sep 2022 |
2.81%
Sep 2017 - Sep 2022 |
5.38%
Sep 2012 - Sep 2022 |
6.25%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Asset Allocation Composite Moderate |
13.46%
Jan 2022 - Jan 2025 |
12.46%
Jun 2009 - Jun 2014 |
9.72%
Apr 2003 - Apr 2013 |
9.25%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart