Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Buffets Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 23.60% | -0.22% | 3.66% | 3.87% | 4.54% | 5.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Buffets Inc. 401(k) 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 (%) | -0.89 | 23.60 | -0.22 | 3.66 | 3.87 | 4.54 | 5.65 | … | … | 0.50 | 4.35 | 13.81 | -18.37 | 2.27 | 13.44 | 9.04 | -1.49 | 11.49 | 3.38 | -0.36 | 1.07 | 11.17 | 4.04 | 1.47 | 7.48 | 18.65 | -2.90 | 11.99 | 12.25 | 6.45 | 11.86 | 18.16 | 5.82 | 6.54 |
| Sharpe Ratio | NA | -0.08 | -0.37 | -0.01 | 0.20 | NA | NA | … | … | 0.07 | -0.25 | 1.07 | -1.30 | 0.23 | 1.44 | 1.70 | -0.37 | 2.22 | 0.70 | -0.08 | 0.18 | 1.60 | 0.80 | 0.20 | 0.67 | 2.23 | -0.94 | 0.91 | 1.21 | 0.73 | 1.30 | 3.28 | 1.80 | 1.16 |
| Standard Deviation(%) | NA | 8.75 | 11.38 | 10.62 | 8.43 | NA | NA | … | … | 6.27 | 8.82 | 8.92 | 15.19 | 9.56 | 9.15 | 4.50 | 7.49 | 4.89 | 4.50 | 5.14 | 5.92 | 6.97 | 4.99 | 7.10 | 10.97 | 8.32 | 4.06 | 9.85 | 7.42 | 5.84 | 8.40 | 5.33 | 2.62 | 3.66 |
| Draw Down(%) | NA | 7.91 | 23.09 | 26.62 | 26.62 | NA | NA | … | … | 0.49 | 7.91 | 9.71 | 24.12 | 6.18 | 10.35 | 3.39 | 7.00 | 3.50 | 3.84 | 4.53 | 5.95 | 4.90 | 4.61 | 5.66 | 8.70 | 4.53 | 6.29 | 7.38 | 8.88 | 4.65 | 7.10 | 2.86 | 1.60 | 2.77 |
| Yield(%) | NA | 4.95 | 5.01 | 5.18 | 4.40 | NA | NA | … | … | NA | 0.70 | 4.97 | 4.09 | 5.03 | 5.60 | 6.12 | 3.61 | 0.27 | 4.47 | 5.27 | 4.17 | 0.91 | 4.71 | 1.87 | 4.00 | 4.52 | 2.66 | 5.67 | 5.75 | 5.11 | 4.29 | 3.62 | 5.51 | 6.65 |
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 |
|---|---|---|---|---|
| Buffets Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
-3.11%
Sep 2019 – Sep 2022 |
-0.91%
Sep 2017 – Sep 2022 |
1.73%
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 |
|---|---|---|---|---|
| Buffets Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
13.72%
Apr 2003 – Apr 2006 |
12.93%
Oct 2002 – Oct 2007 |
9.99%
Apr 2001 – Apr 2011 |
7.84%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart