Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Asset Allocation Composite Moderate | NA | 7.27% | 2.70% | 2.64% | 2.50% | 2.76% | 3.30% | 3.28% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT 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 (%) | 0.28 | 7.27 | 2.70 | 2.64 | 2.50 | 2.76 | 3.30 | 3.28 | NA | 3.26 | 5.22 | -2.15 | -1.74 | 6.62 | 10.47 | -2.38 | 6.36 | 1.88 | -2.90 | 3.56 | 1.95 | 5.99 | 4.29 | 1.82 | 5.30 | 2.40 | 6.63 | 6.05 | 1.76 | 3.12 | 3.93 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.15 | -0.16 | -0.01 | 0.24 | NA | NA | 0.65 | 0.50 | -0.54 | 0.18 | -1.27 | -0.62 | 2.54 | 3.29 | -1.72 | 2.44 | 0.49 | -0.88 | 1.40 | 0.88 | 2.41 | 1.15 | 0.62 | 1.68 | 1.37 | 1.27 | 1.49 | -0.16 | 1.38 | 3.93 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 5.87 | 5.13 | 4.33 | 3.65 | NA | NA | 2.92 | 5.01 | 6.17 | 5.52 | 2.78 | 2.84 | 2.51 | 2.75 | 2.15 | 2.35 | 3.41 | 3.33 | 2.54 | 2.17 | 2.46 | 3.70 | 2.81 | 3.11 | 1.08 | 2.86 | 1.87 | 2.62 | 1.57 | 0.82 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.26 | 4.90 | 5.54 | 6.76 | NA | NA | 6.76 | 1.15 | 3.68 | 4.90 | 3.15 | 2.53 | 2.09 | 1.01 | 3.46 | 0.91 | 3.85 | 6.02 | 1.25 | 2.89 | 1.64 | 2.24 | 3.15 | 1.59 | 0.42 | 1.59 | 1.03 | 2.09 | 0.72 | 0.24 | 0.00 | 0.00 |
| Yield(%) | NA | 3.48 | 2.36 | 2.19 | 2.18 | NA | NA | 2.29 | NA | 1.17 | 3.46 | 1.64 | 1.09 | 1.46 | 3.09 | 1.61 | 2.02 | 2.20 | 1.78 | 2.98 | 1.17 | 3.08 | 3.06 | 2.41 | 2.14 | 1.13 | 4.68 | 3.75 | 3.34 | 1.30 | 0.66 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Asset Allocation Composite Moderate |
0.00%
Nov 2020 - Nov 2023 |
1.24%
Dec 2013 - Dec 2018 |
1.87%
Oct 2013 - Oct 2023 |
2.51%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Asset Allocation Composite Moderate |
5.61%
Mar 2005 - Mar 2008 |
4.93%
Nov 2004 - Nov 2009 |
4.29%
Apr 2003 - Apr 2013 |
3.81%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison Chart