Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 34.29% | 12.13% | 16.48% | 11.16% | 10.19% | 8.63% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STARBUCKS CORPORATION 401K 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 (%) | -0.75 | 34.29 | 12.13 | 16.48 | 11.16 | 10.19 | 8.63 | … | … | 0.90 | 20.35 | 27.54 | -9.69 | 15.21 | 30.34 | 20.56 | -4.27 | 12.49 | 4.19 | 1.63 | 0.75 | 20.97 | 10.89 | -2.93 | 9.56 | 20.81 | -25.33 | 9.54 | 11.96 | 8.32 | 13.97 | 22.71 | -8.24 | -2.43 |
| Sharpe Ratio | NA | 1.69 | 0.76 | 1.03 | 0.88 | NA | NA | … | … | 0.12 | 1.50 | 2.86 | -0.77 | 1.54 | 1.55 | 2.27 | -0.53 | 2.71 | 0.46 | 0.18 | 0.11 | 2.85 | 1.36 | -0.22 | 0.80 | 1.24 | -1.15 | 0.74 | 1.28 | 0.97 | 1.86 | 2.57 | -0.79 | -0.42 |
| Standard Deviation(%) | NA | 9.08 | 10.96 | 12.94 | 10.91 | NA | NA | … | … | 7.27 | 9.18 | 8.15 | 14.45 | 9.86 | 19.45 | 8.42 | 10.45 | 4.38 | 8.68 | 8.88 | 6.86 | 7.34 | 7.99 | 13.74 | 11.80 | 16.68 | 22.82 | 8.85 | 6.78 | 6.37 | 6.99 | 8.58 | 11.90 | 11.29 |
| Draw Down(%) | NA | 5.07 | 16.23 | 20.39 | 20.39 | NA | NA | … | … | 0.47 | 5.07 | 4.04 | 17.17 | 8.61 | 20.39 | 5.64 | 13.62 | 2.12 | 8.62 | 8.25 | 5.65 | 4.66 | 6.63 | 14.13 | 9.86 | 17.41 | 36.77 | 5.93 | 7.26 | 4.11 | 5.22 | 6.93 | 15.62 | 18.02 |
| Yield(%) | NA | 15.26 | 9.77 | 7.23 | 5.40 | NA | NA | … | … | NA | 4.49 | 14.25 | 6.40 | 3.69 | 4.57 | 3.37 | 6.93 | 0.56 | 1.60 | 5.80 | 2.35 | 4.06 | 2.16 | 1.90 | 1.61 | 1.91 | 2.34 | 7.17 | 4.62 | 4.87 | 2.97 | 2.66 | 1.95 | 1.85 |
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 |
|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.98%
Feb 2006 – Feb 2009 |
-0.79%
Feb 2004 – Feb 2009 |
4.00%
Feb 2006 – Feb 2016 |
5.12%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.88%
Dec 2018 – Dec 2021 |
16.91%
Sep 2019 – Sep 2024 |
11.33%
Nov 2014 – Nov 2024 |
11.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart