Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE PEP BOYS SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 28.03% | 12.30% | 8.77% | 6.04% | 6.79% | 7.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE PEP BOYS SAVINGS PLAN 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 (%) | -0.56 | 28.03 | 12.30 | 8.77 | 6.04 | 6.79 | 7.72 | … | … | 0.57 | 17.70 | 22.16 | -2.40 | 9.63 | -4.36 | 13.82 | -4.83 | 12.42 | 4.84 | -4.36 | 5.53 | 14.59 | 15.61 | -2.97 | 6.42 | 16.81 | 2.43 | 10.67 | 13.42 | 6.73 | 12.01 | 8.03 | -7.61 | -0.25 |
| Sharpe Ratio | NA | 1.64 | 0.88 | 0.48 | 0.45 | NA | NA | … | … | 0.12 | 1.59 | 2.49 | -0.31 | 1.05 | -0.23 | 2.26 | -0.74 | 2.65 | 0.50 | -0.48 | 0.81 | 2.09 | 1.94 | -0.20 | 0.69 | 1.97 | 4.98 | 0.80 | 1.52 | 0.82 | 1.69 | 1.03 | -1.57 | -0.62 |
| Standard Deviation(%) | NA | 6.96 | 9.11 | 11.98 | 10.02 | NA | NA | … | … | 4.11 | 6.97 | 7.20 | 12.19 | 9.13 | 19.60 | 5.48 | 8.25 | 4.44 | 9.26 | 9.20 | 6.81 | 6.95 | 8.03 | 15.35 | 9.20 | 8.47 | 0.30 | 9.65 | 6.69 | 5.54 | 6.54 | 7.09 | 5.55 | 4.10 |
| Draw Down(%) | NA | 4.55 | 12.79 | 28.89 | 28.89 | NA | NA | … | … | 0.10 | 4.55 | 3.95 | 12.79 | 7.38 | 28.89 | 3.68 | 11.70 | 1.63 | 8.02 | 10.55 | 5.66 | 4.09 | 6.87 | 16.29 | 8.47 | 4.53 | 0.27 | 8.22 | 7.91 | 4.80 | 6.54 | 6.20 | 9.71 | 6.73 |
| Yield(%) | NA | 19.28 | 14.39 | 10.49 | 7.73 | NA | NA | … | … | NA | 13.12 | 16.39 | 8.05 | 5.34 | 3.74 | 7.48 | 6.73 | 2.03 | 2.64 | 4.08 | 11.09 | 4.45 | 4.31 | 1.65 | 3.72 | 3.48 | 2.57 | 12.66 | 5.80 | 3.88 | 3.07 | 3.27 | 4.13 | 3.21 |
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 PEP BOYS SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.46%
Oct 2017 – Oct 2020 |
-0.66%
Mar 2015 – Mar 2020 |
3.25%
Mar 2010 – Mar 2020 |
4.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE PEP BOYS SAVINGS PLAN Tactical Asset Allocation Moderate |
14.95%
Nov 2021 – Nov 2024 |
11.22%
Sep 2004 – Sep 2009 |
9.97%
Jul 2003 – Jul 2013 |
8.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart