Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Tactical Asset Allocation Moderate | NA | 14.12% | 5.69% | 7.08% | 6.50% | 8.39% | NA | … | … |
Data as of 10/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/18/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 14.12 | 5.69 | 7.08 | 6.50 | 8.39 | NA | … | … | 3.15 | 8.94 | 4.33 | -0.21 | 0.97 | 17.56 | 6.86 | 0.82 | 10.37 | 18.32 | -2.32 | 9.87 | 10.98 | 6.11 | 10.64 | 19.60 | 3.17 | 8.65 |
| Sharpe Ratio | NA | 2.19 | 0.95 | 1.08 | 0.94 | NA | NA | … | … | 0.79 | 1.72 | 0.81 | -0.05 | 0.16 | 2.50 | 1.46 | 0.09 | 0.98 | 2.19 | -0.54 | 0.77 | 1.08 | 0.65 | 1.27 | 2.97 | 0.40 | 1.17 |
| Standard Deviation(%) | NA | 4.87 | 5.12 | 5.71 | 6.90 | NA | NA | … | … | 3.93 | 4.82 | 5.11 | 5.35 | 5.99 | 7.00 | 4.68 | 8.58 | 10.50 | 8.32 | 6.05 | 8.87 | 7.09 | 6.06 | 7.63 | 6.36 | 5.16 | 5.43 |
| Draw Down(%) | NA | 4.88 | 5.10 | 5.42 | 9.22 | NA | NA | … | … | 0.08 | 4.88 | 4.10 | 5.10 | 5.42 | 4.51 | 4.40 | 8.03 | 9.22 | 4.35 | 6.90 | 6.00 | 7.16 | 4.35 | 6.96 | 3.45 | 5.18 | 4.10 |
| Yield(%) | NA | 0.17 | 2.88 | 3.30 | 3.81 | NA | NA | … | … | 0.00 | 0.17 | 2.82 | 5.66 | 4.19 | 3.73 | 5.17 | 2.38 | 4.76 | 5.44 | 4.09 | 6.07 | 5.35 | 4.94 | 3.11 | 3.22 | 5.65 | 8.82 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Tactical Asset Allocation Moderate |
1.68%
Dec 2013 – Dec 2016 |
4.09%
Apr 2011 – Apr 2016 |
6.35%
Dec 2007 – Dec 2017 |
7.37%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Tactical Asset Allocation Moderate |
13.64%
Apr 2003 – Apr 2006 |
12.28%
Oct 2002 – Oct 2007 |
10.02%
Apr 2001 – Apr 2011 |
8.44%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart