Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Burger King Savings Plan Tactical Asset Allocation Moderate | NA | 22.11% | 3.95% | 8.64% | 6.00% | 6.19% | 7.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Burger King Savings 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 (%) | -1.09 | 22.11 | 3.95 | 8.64 | 6.00 | 6.19 | 7.07 | … | … | 0.31 | 6.64 | 16.90 | -13.61 | 15.29 | 12.35 | 12.50 | -1.46 | 14.47 | 0.76 | -2.09 | 0.02 | 12.46 | 7.21 | -1.81 | 9.01 | 16.34 | -6.97 | 14.63 | 18.34 | 7.76 | 10.13 | 16.12 | 4.86 | 3.71 |
| Sharpe Ratio | NA | 0.10 | -0.09 | 0.34 | 0.38 | NA | NA | … | … | 0.03 | 0.00 | 1.37 | -0.97 | 1.31 | 0.80 | 1.17 | -0.26 | 1.94 | 0.06 | -0.28 | 0.00 | 1.57 | 1.16 | -0.24 | 0.80 | 1.83 | -1.80 | 1.13 | 1.75 | 0.91 | 1.05 | 2.71 | 1.40 | 0.36 |
| Standard Deviation(%) | NA | 10.75 | 12.11 | 12.69 | 11.03 | NA | NA | … | … | 9.66 | 10.80 | 9.22 | 15.43 | 11.67 | 15.15 | 9.47 | 10.69 | 7.15 | 9.78 | 7.68 | 5.99 | 7.92 | 6.16 | 7.73 | 11.13 | 8.88 | 4.39 | 10.33 | 8.61 | 6.14 | 8.72 | 5.69 | 2.68 | 3.86 |
| Draw Down(%) | NA | 8.64 | 15.97 | 17.33 | 17.33 | NA | NA | … | … | 0.81 | 8.64 | 7.20 | 17.16 | 6.28 | 11.78 | 6.51 | 8.78 | 3.71 | 8.18 | 7.01 | 7.47 | 5.75 | 4.91 | 7.33 | 10.15 | 6.01 | 9.68 | 8.01 | 11.29 | 5.23 | 9.79 | 3.16 | 1.65 | 3.30 |
| Yield(%) | NA | 5.21 | 5.15 | 4.11 | 3.50 | NA | NA | … | … | NA | 0.52 | 5.59 | 3.44 | 6.29 | 2.28 | 3.01 | 0.79 | 0.11 | 3.31 | 8.57 | 1.97 | 6.06 | 3.58 | 6.61 | 1.77 | 3.15 | 2.78 | 5.03 | 3.09 | 3.78 | 2.25 | 2.65 | 2.48 | 4.61 |
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 |
|---|---|---|---|---|
| Burger King Savings Plan Tactical Asset Allocation Moderate |
-0.63%
Oct 2013 – Oct 2016 |
1.12%
May 2014 – May 2019 |
3.40%
Apr 2010 – Apr 2020 |
4.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Burger King Savings Plan Tactical Asset Allocation Moderate |
16.77%
Oct 2004 – Oct 2007 |
14.06%
Oct 2002 – Oct 2007 |
9.41%
Apr 2001 – Apr 2011 |
7.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart