Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Safeway Inc Defined Contributions Plan Master Trust Tactical Asset Allocation Moderate | NA | 5.85% | -0.79% | 8.22% | 6.86% | 8.28% | 8.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Safeway Inc Defined Contributions Plan Master Trust 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 (%) | -0.19 | 5.85 | -0.79 | 8.22 | 6.86 | 8.28 | 8.98 | … | … | 0.55 | 3.92 | 13.46 | -11.54 | 14.66 | 19.98 | 27.11 | -9.03 | 13.24 | 9.55 | -1.08 | 7.09 | 22.40 | 13.16 | -0.31 | 13.17 | 21.39 | 1.47 | 10.44 | 13.02 | 7.83 | 12.64 | 16.23 | -3.17 | 4.46 |
| Sharpe Ratio | NA | -0.08 | -0.12 | 0.33 | 0.47 | NA | NA | … | … | 0.09 | -0.14 | 1.23 | -0.96 | 1.24 | 1.00 | 2.55 | -0.96 | 2.48 | 1.00 | -0.12 | 0.79 | 3.08 | 1.45 | -0.02 | 1.36 | 2.24 | 0.10 | 0.77 | 1.18 | 0.90 | 1.38 | 1.80 | -0.67 | 0.30 |
| Standard Deviation(%) | NA | 18.51 | 13.90 | 14.91 | 12.36 | NA | NA | … | … | 5.26 | 18.57 | 7.48 | 13.40 | 11.81 | 19.74 | 10.06 | 10.72 | 5.08 | 9.30 | 9.52 | 8.98 | 7.27 | 9.05 | 16.25 | 9.62 | 9.49 | 5.80 | 9.68 | 8.25 | 6.27 | 8.48 | 8.62 | 6.40 | 7.22 |
| Draw Down(%) | NA | 12.45 | 15.56 | 22.97 | 22.97 | NA | NA | … | … | 0.33 | 12.45 | 6.90 | 16.95 | 5.92 | 22.97 | 3.40 | 16.06 | 2.48 | 7.76 | 8.58 | 5.33 | 4.28 | 7.98 | 16.99 | 7.46 | 4.32 | 5.01 | 5.95 | 9.85 | 4.52 | 6.81 | 6.26 | 7.94 | 6.99 |
| Yield(%) | NA | 6.05 | 5.90 | 7.64 | 5.94 | NA | NA | … | … | NA | 1.38 | 6.94 | 3.60 | 6.72 | 7.63 | 15.89 | 6.52 | 2.81 | 2.50 | 3.43 | 5.23 | 5.22 | 5.78 | 1.93 | 3.88 | 5.27 | 8.87 | 6.23 | 5.60 | 4.58 | 3.40 | 2.96 | 4.97 | 8.22 |
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 |
|---|---|---|---|---|
| Safeway Inc Defined Contributions Plan Master Trust Tactical Asset Allocation Moderate |
-0.66%
Oct 2021 – Oct 2024 |
3.64%
Dec 2013 – Dec 2018 |
6.86%
Oct 2014 – Oct 2024 |
8.30%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Safeway Inc Defined Contributions Plan Master Trust Tactical Asset Allocation Moderate |
20.47%
Dec 2018 – Dec 2021 |
14.49%
Feb 2009 – Feb 2014 |
11.72%
Jul 2003 – Jul 2013 |
10.88%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart