Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Albertson LLC 401K Plan Tactical Asset Allocation Moderate | NA | 32.73% | 13.16% | 9.50% | 6.19% | 5.99% | 6.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Albertson LLC 401K 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 (%) | -0.40 | 32.73 | 13.16 | 9.50 | 6.19 | 5.99 | 6.72 | … | … | 0.58 | 23.33 | 24.66 | -5.28 | 8.76 | 1.57 | 9.52 | -3.18 | 9.89 | 1.53 | -1.88 | -2.43 | 13.42 | 3.56 | -0.75 | 10.99 | 15.95 | 0.95 | 10.35 | 12.48 | 2.31 | 12.74 | 19.23 | 4.18 | 6.84 |
| Sharpe Ratio | NA | 2.28 | 1.19 | 0.77 | 0.62 | NA | NA | … | … | 0.07 | 2.13 | 2.82 | -0.72 | 0.83 | 0.10 | 2.66 | -0.63 | 1.98 | 0.29 | -0.37 | -0.43 | 1.98 | 0.61 | -0.07 | 0.97 | 2.34 | 0.01 | 0.85 | 1.18 | 0.03 | 1.54 | 3.20 | 0.65 | 0.93 |
| Standard Deviation(%) | NA | 7.80 | 8.19 | 9.86 | 7.84 | NA | NA | … | … | 8.00 | 7.84 | 7.23 | 9.28 | 10.58 | 13.11 | 3.05 | 7.09 | 4.67 | 4.57 | 5.12 | 5.73 | 6.77 | 5.75 | 10.87 | 11.21 | 6.76 | 5.62 | 8.64 | 7.83 | 5.49 | 7.64 | 5.79 | 4.69 | 4.85 |
| Draw Down(%) | NA | 4.42 | 11.33 | 22.74 | 22.74 | NA | NA | … | … | 0.55 | 4.42 | 3.15 | 11.37 | 5.09 | 22.74 | 1.55 | 8.63 | 1.97 | 4.60 | 6.37 | 6.25 | 5.20 | 5.35 | 10.77 | 9.71 | 3.72 | 3.16 | 7.08 | 10.08 | 5.56 | 7.64 | 2.42 | 4.93 | 3.77 |
| Yield(%) | NA | 15.32 | 11.59 | 8.37 | 5.41 | NA | NA | … | … | NA | 4.79 | 14.43 | 7.45 | 8.45 | 3.57 | 2.77 | 3.17 | 0.29 | 1.63 | 3.22 | 3.66 | 3.83 | 3.53 | 3.26 | 5.81 | 4.50 | 4.81 | 9.28 | 5.71 | 4.37 | 3.39 | 3.07 | 4.21 | 6.32 |
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 |
|---|---|---|---|---|
| Albertson LLC 401K Plan Tactical Asset Allocation Moderate |
-1.73%
May 2017 – May 2020 |
-0.68%
Apr 2015 – Apr 2020 |
1.60%
Apr 2010 – Apr 2020 |
3.76%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Albertson LLC 401K Plan Tactical Asset Allocation Moderate |
15.36%
Nov 2021 – Nov 2024 |
12.39%
Oct 2002 – Oct 2007 |
10.10%
Apr 2001 – Apr 2011 |
7.21%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart