Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAVE MART SUPERMARKETS 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.58% | 0.70% | 6.64% | 6.46% | 7.97% | 7.23% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVE MART SUPERMARKETS 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 (%) | -1.04 | 24.58 | 0.70 | 6.64 | 6.46 | 7.97 | 7.23 | … | … | 0.28 | 7.73 | 12.78 | -17.29 | 8.84 | 19.24 | 21.56 | -6.23 | 13.74 | 7.51 | 0.08 | 6.13 | 17.29 | 11.63 | 0.23 | 16.36 | 24.03 | -22.67 | 7.72 | 11.64 | 9.15 | 13.55 | 21.58 | -7.03 | 3.09 |
| Sharpe Ratio | NA | 0.29 | -0.26 | 0.22 | 0.42 | NA | NA | … | … | 0.03 | 0.13 | 0.87 | -1.13 | 0.90 | 1.00 | 2.81 | -0.81 | 2.97 | 0.84 | 0.01 | 0.91 | 2.20 | 1.38 | 0.01 | 1.32 | 1.33 | -1.03 | 0.48 | 1.04 | 0.98 | 1.53 | 2.36 | -0.68 | 0.07 |
| Standard Deviation(%) | NA | 8.62 | 12.14 | 13.41 | 10.97 | NA | NA | … | … | 6.93 | 8.72 | 9.78 | 16.46 | 9.76 | 18.97 | 7.18 | 9.26 | 4.41 | 8.66 | 8.61 | 6.75 | 7.85 | 8.36 | 15.38 | 12.30 | 17.94 | 22.90 | 9.78 | 8.07 | 7.10 | 8.23 | 8.86 | 11.91 | 11.91 |
| Draw Down(%) | NA | 5.51 | 22.35 | 24.09 | 24.09 | NA | NA | … | … | 0.57 | 5.46 | 10.47 | 23.17 | 5.01 | 23.03 | 3.69 | 12.88 | 1.56 | 6.93 | 8.58 | 4.86 | 6.66 | 7.06 | 14.40 | 8.60 | 17.81 | 34.37 | 6.54 | 8.53 | 4.87 | 8.26 | 8.20 | 18.24 | 14.74 |
| Yield(%) | NA | 2.60 | 2.88 | 2.95 | 2.53 | NA | NA | … | … | NA | 0.70 | 2.44 | 2.73 | 2.66 | 3.74 | 2.57 | 2.31 | 0.43 | 2.76 | 2.69 | 2.45 | 4.59 | 3.37 | 2.53 | 2.97 | 3.17 | 3.69 | 4.65 | 4.74 | 4.83 | 2.75 | 2.93 | 2.62 | 3.19 |
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 |
|---|---|---|---|---|
| SAVE MART SUPERMARKETS 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.58%
Feb 2006 – Feb 2009 |
-0.45%
Feb 2004 – Feb 2009 |
4.92%
Oct 2013 – Oct 2023 |
5.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVE MART SUPERMARKETS 401K PLAN Strategic Asset Allocation – Optimal Moderate |
20.48%
Feb 2009 – Feb 2012 |
16.89%
Feb 2009 – Feb 2014 |
10.99%
Feb 2009 – Feb 2019 |
9.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart