Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE KROGER CO. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES Tactical Asset Allocation Moderate | NA | 26.14% | 1.50% | 6.86% | 5.19% | 6.86% | 8.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE KROGER CO. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.14 | 26.14 | 1.50 | 6.86 | 5.19 | 6.86 | 8.00 | … | … | 0.72 | 13.42 | 10.02 | -17.17 | 15.08 | 11.20 | 20.10 | -10.18 | 10.84 | 7.37 | -3.54 | 6.04 | 21.12 | 14.32 | -1.82 | 11.08 | 10.14 | 7.74 | 11.27 | 13.92 | 9.82 | 16.39 | 24.80 | -9.54 | -8.60 |
| Sharpe Ratio | NA | 0.78 | -0.15 | 0.23 | 0.29 | NA | NA | … | … | 0.07 | 0.65 | 0.63 | -1.15 | 1.25 | 0.53 | 1.97 | -1.00 | 1.79 | 0.68 | -0.30 | 0.59 | 2.08 | 1.21 | -0.09 | 0.93 | 0.55 | 0.52 | 0.78 | 1.36 | 1.10 | 1.97 | 2.29 | -1.17 | -1.14 |
| Standard Deviation(%) | NA | 10.43 | 12.28 | 14.30 | 12.34 | NA | NA | … | … | 9.74 | 10.49 | 9.21 | 16.07 | 12.01 | 20.55 | 9.51 | 11.52 | 5.70 | 10.50 | 11.90 | 10.22 | 10.13 | 11.77 | 20.07 | 11.86 | 18.19 | 13.20 | 10.64 | 7.86 | 6.92 | 7.84 | 10.54 | 9.07 | 9.54 |
| Draw Down(%) | NA | 6.56 | 20.60 | 25.11 | 25.11 | NA | NA | … | … | 0.69 | 6.56 | 11.02 | 21.93 | 5.43 | 25.11 | 5.26 | 17.20 | 2.79 | 8.06 | 11.70 | 7.24 | 5.78 | 9.16 | 18.46 | 9.03 | 20.33 | 9.67 | 8.16 | 8.96 | 4.96 | 6.45 | 7.93 | 14.19 | 17.67 |
| Yield(%) | NA | 2.31 | 1.96 | 2.12 | 1.92 | NA | NA | … | … | NA | 1.48 | 2.18 | 1.17 | 1.83 | 2.50 | 2.18 | 1.10 | 1.62 | 1.59 | 1.77 | 2.10 | 1.85 | 1.71 | 1.04 | 0.94 | 0.62 | 2.75 | 3.71 | 3.22 | 2.62 | 1.52 | 0.96 | 1.08 | 2.66 |
Data as of 10/31/2024, Common starting date 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. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES Tactical Asset Allocation Moderate |
-1.23%
Mar 2017 – Mar 2020 |
0.31%
Mar 2015 – Mar 2020 |
3.62%
Oct 2013 – Oct 2023 |
5.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE KROGER CO. SAVINGS PLAN FOR BARGAINING UNIT ASSOCIATES Tactical Asset Allocation Moderate |
21.96%
Apr 2003 – Apr 2006 |
16.94%
Apr 2003 – Apr 2008 |
12.66%
Apr 2003 – Apr 2013 |
10.83%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart