Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Buffet Partners L.P. Employees 401(k) Plan Tactical Asset Allocation Moderate | NA | 19.84% | 2.02% | 6.15% | 4.21% | 4.93% | 7.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Buffet Partners L.P. Employees 401(k) 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 (%) | -0.92 | 19.84 | 2.02 | 6.15 | 4.21 | 4.93 | 7.55 | … | … | 0.63 | 6.09 | 13.68 | -13.00 | 6.87 | 14.15 | 7.92 | -6.59 | 7.97 | 5.48 | -1.90 | 3.05 | 16.24 | 4.83 | 0.67 | 5.21 | 21.56 | 0.73 | 19.01 | 16.40 | 17.27 | 16.32 | 30.13 | -2.64 | 2.46 |
| Sharpe Ratio | NA | 0.09 | -0.17 | 0.28 | 0.27 | NA | NA | … | … | 0.10 | -0.06 | 1.30 | -1.11 | 0.70 | 1.54 | 1.30 | -1.06 | 1.23 | 1.11 | -0.34 | 0.50 | 2.63 | 0.85 | 0.09 | 0.50 | 2.13 | -0.04 | 1.37 | 1.27 | 2.36 | 1.78 | 5.31 | -0.65 | 0.05 |
| Standard Deviation(%) | NA | 8.26 | 9.81 | 9.65 | 7.98 | NA | NA | … | … | 5.95 | 8.31 | 7.24 | 12.94 | 9.74 | 9.02 | 5.02 | 7.44 | 5.95 | 4.76 | 5.65 | 6.12 | 6.16 | 5.62 | 7.21 | 10.29 | 10.10 | 5.05 | 11.65 | 10.32 | 6.40 | 8.64 | 5.55 | 5.77 | 3.08 |
| Draw Down(%) | NA | 6.49 | 17.52 | 21.45 | 21.45 | NA | NA | … | … | 0.43 | 6.49 | 6.44 | 18.69 | 6.36 | 5.56 | 3.53 | 12.27 | 6.64 | 5.07 | 5.96 | 5.70 | 3.95 | 4.79 | 5.91 | 8.71 | 4.70 | 4.60 | 10.29 | 14.93 | 5.82 | 8.70 | 2.95 | 10.86 | 3.48 |
| Yield(%) | NA | 3.48 | 3.66 | 3.26 | 2.94 | NA | NA | … | … | NA | 0.62 | 3.90 | 2.49 | 3.90 | 2.48 | 3.52 | 3.47 | 0.34 | 2.66 | 2.75 | 3.58 | 3.19 | 2.36 | 3.16 | 2.85 | 4.03 | 2.34 | 5.54 | 5.27 | 3.16 | 1.09 | 2.79 | 2.02 | 3.36 |
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 |
|---|---|---|---|---|
| Buffet Partners L.P. Employees 401(k) Plan Tactical Asset Allocation Moderate |
-0.51%
Oct 2017 – Oct 2020 |
-0.61%
Sep 2017 – Sep 2022 |
2.81%
Oct 2013 – Oct 2023 |
4.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Buffet Partners L.P. Employees 401(k) Plan Tactical Asset Allocation Moderate |
23.53%
Apr 2003 – Apr 2006 |
20.82%
Oct 2002 – Oct 2007 |
12.98%
Mar 2003 – Mar 2013 |
10.97%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart