Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sonic Corp. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 20.07% | 1.48% | 5.23% | 3.31% | 4.28% | 6.17% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sonic Corp. Savings and 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 (%) | -1.19 | 20.07 | 1.48 | 5.23 | 3.31 | 4.28 | 6.17 | … | … | 1.30 | 6.53 | 13.32 | -13.52 | 0.49 | 17.44 | 7.21 | -6.24 | 12.89 | 1.33 | -4.74 | 0.33 | 15.32 | 6.95 | -0.87 | 6.92 | 22.24 | -7.73 | 13.73 | 17.40 | 12.76 | 11.20 | 22.77 | 0.88 | 6.35 |
| Sharpe Ratio | NA | 0.24 | -0.19 | 0.22 | 0.21 | NA | NA | … | … | 0.12 | -0.01 | 1.09 | -1.50 | 0.05 | 1.96 | 1.19 | -0.98 | 2.19 | 0.19 | -0.93 | 0.05 | 2.30 | 1.18 | -0.14 | 0.63 | 2.57 | -1.97 | 1.00 | 1.52 | 1.71 | 1.20 | 4.74 | -0.05 | 1.50 |
| Standard Deviation(%) | NA | 8.29 | 8.90 | 9.11 | 7.69 | NA | NA | … | … | 10.38 | 8.32 | 8.30 | 9.91 | 9.95 | 8.77 | 4.89 | 7.71 | 5.61 | 5.97 | 5.11 | 6.33 | 6.66 | 5.84 | 6.35 | 10.85 | 8.60 | 4.40 | 10.72 | 9.31 | 6.19 | 8.57 | 4.66 | 4.74 | 2.69 |
| Draw Down(%) | NA | 5.65 | 14.48 | 18.60 | 18.60 | NA | NA | … | … | 0.59 | 5.65 | 8.16 | 15.26 | 7.00 | 11.56 | 4.93 | 12.94 | 2.27 | 5.42 | 8.29 | 7.44 | 5.39 | 5.33 | 5.76 | 8.69 | 4.71 | 8.58 | 9.17 | 13.42 | 4.88 | 9.83 | 1.73 | 7.21 | 1.92 |
| Yield(%) | NA | 5.75 | 4.72 | 4.77 | 3.72 | NA | NA | … | … | NA | 0.63 | 5.92 | 3.37 | 4.39 | 5.46 | 4.30 | 4.42 | 0.23 | 2.07 | 1.56 | 5.13 | 3.31 | 2.67 | 1.61 | 2.26 | 3.17 | 2.01 | 11.03 | 9.67 | 8.08 | 2.79 | 4.23 | 3.51 | 6.53 |
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 |
|---|---|---|---|---|
| Sonic Corp. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.06%
Dec 2013 – Dec 2016 |
0.10%
Mar 2015 – Mar 2020 |
1.78%
Oct 2013 – Oct 2023 |
3.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sonic Corp. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
18.92%
Oct 2004 – Oct 2007 |
16.76%
Oct 2002 – Oct 2007 |
10.34%
Apr 2001 – Apr 2011 |
8.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart