Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Strategic Asset Allocation – Optimal Moderate | NA | 14.20% | 13.77% | 33.50% | 17.16% | 14.08% | 11.78% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/03/2025 |
| 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 (%) | -1.27 | 14.20 | 13.77 | 33.50 | 17.16 | 14.08 | 11.78 | … | … | 8.63 | 21.33 | 25.36 | -7.86 | 117.72 | 18.46 | 18.17 | -4.42 | 10.11 | 9.29 | -0.74 | 2.43 | 17.48 | 11.00 | 0.04 | 13.46 | 26.00 | -25.05 | 9.24 | 9.55 | 8.88 | 10.82 | 22.64 | -12.97 | -4.49 |
| Sharpe Ratio | NA | 1.54 | 1.46 | 0.92 | 0.69 | NA | NA | … | … | 0.56 | 2.45 | 2.61 | -0.68 | 1.75 | 0.97 | 2.18 | -0.57 | 2.03 | 1.08 | -0.09 | 0.35 | 2.45 | 1.33 | 0.00 | 1.05 | 1.66 | -1.28 | 0.69 | 0.88 | 1.13 | 1.22 | 2.03 | -1.02 | -0.52 |
| Standard Deviation(%) | NA | 10.23 | 10.19 | 31.58 | 23.60 | NA | NA | … | … | 13.22 | 7.22 | 8.30 | 13.63 | 67.23 | 18.84 | 7.64 | 10.19 | 4.65 | 8.41 | 8.65 | 6.92 | 7.13 | 8.21 | 14.42 | 12.72 | 15.63 | 20.35 | 8.78 | 6.95 | 5.83 | 8.09 | 10.77 | 13.88 | 13.32 |
| Draw Down(%) | NA | 8.52 | 10.20 | 16.45 | 21.54 | NA | NA | … | … | 8.52 | 4.48 | 5.47 | 15.78 | 7.46 | 21.54 | 3.81 | 14.95 | 1.76 | 7.06 | 8.75 | 5.50 | 4.80 | 6.52 | 13.47 | 10.85 | 14.82 | 34.42 | 7.30 | 8.38 | 3.85 | 6.40 | 7.51 | 21.52 | 18.96 |
| Yield(%) | NA | 18.37 | 10.47 | 13.26 | 8.79 | NA | NA | … | … | NA | 4.56 | 17.36 | 6.25 | 31.33 | 2.09 | 1.37 | 3.98 | 0.64 | 5.05 | 2.05 | 10.34 | 4.45 | 4.61 | 3.84 | 2.14 | 1.76 | 1.83 | 8.23 | 5.63 | 3.55 | 1.49 | 1.49 | 1.67 | 1.77 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
-8.00%
Feb 2006 – Feb 2009 |
-1.31%
Feb 2004 – Feb 2009 |
4.65%
Feb 2006 – Feb 2016 |
4.89%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
44.99%
Dec 2018 – Dec 2021 |
33.50%
Mar 2020 – Mar 2025 |
17.67%
May 2015 – May 2025 |
15.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart