Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| J & J Snack Foods Corp. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 30.32% | 8.42% | 10.56% | 7.53% | 7.82% | 8.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| J & J Snack Foods Corp. 401(k) Profit Sharing 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 (%) | -0.63 | 30.32 | 8.42 | 10.56 | 7.53 | 7.82 | 8.52 | … | … | 0.51 | 11.68 | 23.59 | -9.71 | 8.85 | 12.11 | 11.00 | -0.56 | 12.10 | 4.55 | -1.69 | 1.32 | 15.46 | 7.92 | -0.77 | 14.14 | 26.50 | 5.49 | 5.22 | 11.13 | 5.01 | 10.71 | 15.99 | -0.17 | 7.30 |
| Sharpe Ratio | NA | 0.63 | 0.47 | 0.68 | 0.69 | NA | NA | … | … | 0.07 | 0.53 | 2.45 | -1.10 | 0.93 | 1.41 | 2.56 | -0.24 | 2.21 | 0.82 | -0.32 | 0.20 | 2.44 | 1.64 | -0.10 | 1.41 | 3.51 | 0.83 | 0.24 | 1.21 | 0.57 | 1.38 | 2.64 | -0.25 | 1.02 |
| Standard Deviation(%) | NA | 9.59 | 9.27 | 9.17 | 7.59 | NA | NA | … | … | 6.67 | 9.65 | 7.88 | 10.11 | 9.51 | 8.44 | 3.75 | 7.70 | 5.18 | 5.29 | 5.33 | 6.38 | 6.33 | 4.80 | 8.12 | 9.98 | 7.53 | 5.51 | 9.44 | 6.50 | 4.98 | 7.10 | 5.79 | 5.19 | 4.88 |
| Draw Down(%) | NA | 10.48 | 15.41 | 20.78 | 20.78 | NA | NA | … | … | 0.35 | 10.48 | 5.00 | 16.28 | 7.71 | 6.90 | 1.96 | 7.41 | 3.40 | 3.85 | 4.71 | 6.68 | 4.13 | 3.66 | 9.35 | 8.36 | 3.94 | 3.26 | 6.41 | 6.00 | 4.31 | 7.53 | 3.11 | 7.39 | 3.70 |
| Yield(%) | NA | 15.03 | 11.04 | 8.69 | 5.80 | NA | NA | … | … | NA | 4.31 | 14.66 | 8.32 | 5.06 | 4.22 | 6.69 | 4.07 | 0.48 | 2.09 | 4.92 | 2.57 | 2.87 | 5.85 | 2.29 | 3.62 | 4.74 | 4.21 | 4.29 | 4.70 | 4.26 | 2.38 | 2.44 | 3.95 | 7.42 |
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 |
|---|---|---|---|---|
| J & J Snack Foods Corp. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
1.36%
Dec 2013 – Dec 2016 |
2.62%
Apr 2011 – Apr 2016 |
5.03%
May 2013 – May 2023 |
6.44%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| J & J Snack Foods Corp. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
17.71%
May 2008 – May 2011 |
13.19%
May 2006 – May 2011 |
10.49%
Apr 2003 – Apr 2013 |
9.02%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart