Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRINKER INTERNATIONAL 401(K) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 26.09% | 1.74% | 8.67% | 7.54% | 8.51% | 7.91% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRINKER INTERNATIONAL 401(K) SAVINGS PLAN Strategic Asset Allocation – Optimal 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 | 26.09 | 1.74 | 8.67 | 7.54 | 8.51 | 7.91 | … | … | 0.54 | 11.96 | 12.02 | -16.31 | 6.05 | 31.82 | 18.26 | -5.29 | 14.28 | 7.46 | 0.75 | 6.11 | 15.59 | 13.14 | 2.17 | 12.06 | 27.47 | -22.63 | 10.95 | 10.46 | 9.47 | 14.78 | 17.18 | -4.47 | 8.76 |
| Sharpe Ratio | NA | 0.77 | -0.14 | 0.44 | 0.55 | NA | NA | … | … | 0.06 | 0.64 | 0.91 | -1.20 | 0.59 | 1.72 | 2.21 | -0.67 | 2.81 | 0.88 | 0.09 | 0.98 | 2.13 | 1.75 | 0.16 | 1.10 | 1.65 | -1.14 | 0.89 | 0.93 | 1.08 | 1.78 | 1.88 | -0.52 | 0.61 |
| Standard Deviation(%) | NA | 8.41 | 10.98 | 12.70 | 10.60 | NA | NA | … | … | 8.50 | 8.44 | 8.58 | 14.72 | 10.18 | 18.39 | 7.63 | 9.89 | 4.86 | 8.27 | 8.39 | 6.24 | 7.30 | 7.49 | 13.76 | 10.84 | 16.61 | 20.72 | 8.92 | 7.70 | 6.77 | 7.78 | 8.77 | 10.74 | 10.65 |
| Draw Down(%) | NA | 4.88 | 21.36 | 23.97 | 23.97 | NA | NA | … | … | 0.71 | 4.88 | 7.80 | 22.45 | 7.10 | 20.12 | 3.46 | 13.80 | 1.98 | 7.16 | 7.31 | 4.94 | 6.42 | 5.42 | 12.17 | 8.67 | 15.38 | 34.67 | 5.04 | 8.06 | 3.95 | 6.20 | 4.68 | 17.59 | 11.72 |
| Yield(%) | NA | 3.50 | 4.65 | 4.91 | 4.75 | NA | NA | … | … | NA | 0.82 | 3.17 | 5.79 | 4.02 | 8.03 | 2.30 | 3.98 | 3.71 | 5.62 | 5.65 | 4.27 | 5.07 | 3.78 | 2.83 | 2.86 | 2.74 | 4.27 | 5.68 | 4.85 | 4.06 | 3.62 | 2.45 | 2.16 | 4.93 |
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 |
|---|---|---|---|---|
| BRINKER INTERNATIONAL 401(K) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-5.58%
Feb 2006 – Feb 2009 |
0.47%
Feb 2004 – Feb 2009 |
5.85%
Oct 2013 – Oct 2023 |
6.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRINKER INTERNATIONAL 401(K) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
19.51%
Feb 2009 – Feb 2012 |
16.30%
Feb 2009 – Feb 2014 |
10.93%
Feb 2009 – Feb 2019 |
10.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart