Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate | NA | 17.29% | 3.21% | 6.53% | 5.86% | 7.20% | 8.58% | 9.81% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Asset Allocation Composite 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 (%) | 1.15 | 17.29 | 3.21 | 6.53 | 5.86 | 7.20 | 8.58 | 9.81 | NA | 4.09 | 11.47 | -14.08 | 12.34 | 13.27 | 19.64 | -4.74 | 11.89 | 6.84 | -3.86 | 8.04 | 11.88 | 15.50 | -0.07 | 11.54 | 29.94 | 0.09 | 10.08 | 16.43 | 9.77 | 15.54 | 23.38 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 0.10 | -0.13 | 0.40 | 0.43 | NA | NA | 0.94 | 0.45 | -0.30 | 0.82 | -1.59 | 0.93 | 1.64 | 3.02 | -0.70 | 2.24 | 0.95 | -0.55 | 1.31 | 1.56 | 2.01 | -0.01 | 1.11 | 2.77 | -0.11 | 0.69 | 1.80 | 1.17 | 2.03 | 4.16 | 2.22 | 1.17 |
| Standard Deviation(%) | NA | 8.28 | 8.78 | 9.75 | 8.47 | NA | NA | 8.44 | 7.28 | 8.35 | 8.78 | 9.70 | 13.26 | 7.97 | 6.04 | 8.59 | 5.02 | 6.98 | 7.13 | 6.13 | 7.59 | 7.70 | 15.13 | 10.35 | 10.77 | 7.66 | 10.26 | 7.33 | 6.47 | 7.19 | 5.45 | 4.08 | 5.43 |
| Draw Down(%) | NA | 8.62 | 11.74 | 15.73 | 15.73 | NA | NA | 15.73 | 1.70 | 7.39 | 8.92 | 14.83 | 7.46 | 12.28 | 2.71 | 10.89 | 2.02 | 4.03 | 9.51 | 5.07 | 7.41 | 5.81 | 14.60 | 8.07 | 4.05 | 6.63 | 6.25 | 7.07 | 4.04 | 7.41 | 2.31 | 2.44 | 4.10 |
| Yield(%) | NA | 4.21 | 4.28 | 7.34 | 6.20 | NA | NA | 6.00 | NA | 0.60 | 4.32 | 4.91 | 12.92 | 6.60 | 6.48 | 7.83 | 3.81 | 3.78 | 5.35 | 4.93 | 4.89 | 4.84 | 3.05 | 4.55 | 6.02 | 9.31 | 7.87 | 5.93 | 4.79 | 3.64 | 4.71 | 8.14 | 8.82 |
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 |
|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate |
-0.10%
Dec 2021 - Dec 2024 |
3.41%
Dec 2013 - Dec 2018 |
4.42%
Oct 2013 - Oct 2023 |
6.54%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate |
17.38%
Jan 2003 - Jan 2006 |
16.14%
Oct 2002 - Oct 2007 |
13.89%
Apr 2001 - Apr 2011 |
10.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart