Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hershey Company 401 K Plan Tactical Asset Allocation Moderate | NA | 14.09% | -0.68% | 2.98% | 2.57% | 3.73% | 4.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hershey Company 401 K 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 (%) | -0.78 | 14.09 | -0.68 | 2.98 | 2.57 | 3.73 | 4.13 | … | … | -0.04 | 9.59 | 3.13 | -14.20 | 10.66 | 4.45 | 4.51 | -4.57 | 13.38 | 1.87 | -0.85 | 2.35 | 14.45 | 6.14 | -3.23 | 7.33 | 9.83 | -4.28 | 5.75 | 11.52 | 4.19 | 5.26 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.52 | -0.70 | -0.03 | 0.12 | NA | NA | … | … | -0.14 | 0.44 | -0.16 | -2.28 | 1.41 | 0.42 | 0.23 | -0.79 | 3.44 | 0.41 | -0.17 | 0.40 | 2.31 | 1.01 | -0.37 | 0.78 | 1.36 | -1.23 | 0.34 | 1.26 | 0.41 | 2.34 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.67 | 6.88 | 7.73 | 7.68 | NA | NA | … | … | 0.70 | 6.75 | 7.01 | 6.85 | 7.56 | 9.97 | 13.40 | 7.49 | 3.71 | 4.03 | 5.15 | 5.77 | 6.23 | 6.00 | 8.83 | 9.32 | 7.17 | 4.22 | 8.21 | 6.54 | 4.94 | 1.85 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.23 | 18.96 | 19.67 | 19.67 | NA | NA | … | … | 0.09 | 4.23 | 6.87 | 15.14 | 3.37 | 12.81 | 11.00 | 9.84 | 1.12 | 2.77 | 4.76 | 4.70 | 4.27 | 5.13 | 10.80 | 8.49 | 3.55 | 6.04 | 5.01 | 6.06 | 3.34 | 0.52 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.86 | 5.60 | 3.94 | 3.18 | NA | NA | … | … | NA | 1.75 | 3.02 | 3.09 | 9.38 | 1.34 | 2.14 | 3.80 | 1.64 | 1.49 | 3.53 | 1.26 | 1.26 | 1.41 | 1.49 | 1.62 | 1.43 | 0.69 | 2.55 | 2.35 | 2.05 | 1.69 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| Hershey Company 401 K Plan Tactical Asset Allocation Moderate |
-1.74%
Apr 2021 – Apr 2024 |
-1.07%
Feb 2018 – Feb 2023 |
1.64%
Nov 2013 – Nov 2023 |
2.73%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hershey Company 401 K Plan Tactical Asset Allocation Moderate |
9.66%
Oct 2004 – Oct 2007 |
7.83%
Jun 2009 – Jun 2014 |
5.98%
Aug 2004 – Aug 2014 |
5.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart