Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 25.56% | 1.93% | 5.60% | 4.48% | 5.68% | 8.04% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT 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 (%) | -1.29 | 25.56 | 1.93 | 5.60 | 4.48 | 5.68 | 8.04 | … | … | -0.47 | 5.75 | 13.99 | -17.86 | 13.53 | 12.08 | 10.60 | -3.91 | 9.47 | 6.80 | -5.08 | 3.88 | 11.19 | 6.43 | -0.88 | 15.14 | 29.89 | -3.58 | 19.49 | 17.16 | 15.96 | 14.51 | 24.71 | 8.70 | 7.17 |
| Sharpe Ratio | NA | -0.05 | -0.31 | 0.18 | 0.23 | NA | NA | … | … | -0.06 | -0.09 | 0.91 | -1.22 | 0.95 | 1.32 | 1.74 | -0.68 | 1.72 | 1.18 | -0.87 | 0.65 | 1.64 | 1.14 | -0.10 | 1.12 | 2.61 | -0.82 | 1.41 | 1.52 | 1.99 | 1.54 | 4.69 | 1.58 | 1.28 |
| Standard Deviation(%) | NA | 9.08 | 12.18 | 12.08 | 9.53 | NA | NA | … | … | 8.99 | 9.13 | 10.75 | 15.72 | 14.23 | 8.96 | 5.28 | 7.68 | 5.14 | 5.57 | 5.90 | 5.98 | 6.80 | 5.58 | 9.53 | 13.47 | 11.43 | 5.50 | 11.73 | 9.15 | 6.92 | 8.83 | 5.12 | 4.81 | 3.80 |
| Draw Down(%) | NA | 7.30 | 21.58 | 23.31 | 23.31 | NA | NA | … | … | 1.00 | 7.17 | 10.37 | 23.31 | 8.27 | 10.82 | 2.67 | 10.62 | 3.43 | 4.07 | 9.81 | 5.48 | 5.72 | 5.48 | 8.92 | 8.99 | 5.36 | 7.29 | 9.04 | 11.37 | 5.15 | 11.21 | 1.63 | 6.72 | 2.51 |
| Yield(%) | NA | 3.31 | 3.54 | 7.10 | 5.09 | NA | NA | … | … | NA | 0.94 | 3.17 | 3.59 | 13.25 | 7.71 | 5.44 | 2.52 | 0.23 | 3.04 | 5.48 | 3.75 | 4.47 | 4.03 | 2.59 | 4.89 | 5.48 | 2.74 | 9.00 | 6.33 | 6.95 | 3.85 | 5.29 | 5.62 | 7.16 |
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 |
|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-0.33%
Dec 2021 – Dec 2024 |
0.88%
Sep 2017 – Sep 2022 |
2.64%
Oct 2013 – Oct 2023 |
5.02%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
21.21%
Oct 2004 – Oct 2007 |
19.08%
Oct 2002 – Oct 2007 |
15.01%
Apr 2001 – Apr 2011 |
10.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart