Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 22.86% | 4.25% | 9.25% | 7.96% | 9.24% | 9.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT 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 (%) | -1.14 | 22.86 | 4.25 | 9.25 | 7.96 | 9.24 | 9.84 | … | … | 0.67 | 9.90 | 16.71 | -12.80 | 12.55 | 17.93 | 17.55 | -4.11 | 12.28 | 9.54 | 2.31 | 7.32 | 17.06 | 16.39 | 1.29 | 15.34 | 19.68 | 2.93 | 10.52 | 13.24 | 10.19 | 12.91 | 24.35 | 4.85 | 1.16 |
| Sharpe Ratio | NA | 0.52 | 0.05 | 0.44 | 0.57 | NA | NA | … | … | 0.06 | 0.32 | 1.53 | -0.99 | 1.19 | 0.93 | 2.30 | -0.55 | 2.67 | 1.14 | 0.25 | 0.98 | 2.40 | 2.18 | 0.09 | 1.42 | 2.10 | 0.34 | 0.79 | 1.25 | 1.27 | 1.50 | 3.82 | 0.73 | -0.17 |
| Standard Deviation(%) | NA | 10.41 | 11.27 | 13.08 | 10.80 | NA | NA | … | … | 9.59 | 10.49 | 8.17 | 14.28 | 10.57 | 18.99 | 7.03 | 9.80 | 4.36 | 8.19 | 9.05 | 7.43 | 7.10 | 7.49 | 14.51 | 10.76 | 9.32 | 5.96 | 9.52 | 7.95 | 6.34 | 7.97 | 6.19 | 5.11 | 6.86 |
| Draw Down(%) | NA | 6.12 | 16.53 | 21.02 | 21.02 | NA | NA | … | … | 0.75 | 6.09 | 6.50 | 17.91 | 4.31 | 21.02 | 3.40 | 12.62 | 1.80 | 7.18 | 7.33 | 4.84 | 5.52 | 5.28 | 13.81 | 7.46 | 4.60 | 5.01 | 6.35 | 9.07 | 4.38 | 6.24 | 2.74 | 3.16 | 8.64 |
| Yield(%) | NA | 4.98 | 4.21 | 4.43 | 4.96 | NA | NA | … | … | NA | 1.18 | 5.37 | 2.22 | 4.83 | 6.58 | 4.19 | 4.56 | 7.75 | 4.02 | 5.88 | 5.55 | 5.54 | 4.21 | 3.10 | 3.82 | 5.46 | 9.12 | 7.01 | 5.91 | 4.73 | 3.85 | 4.46 | 6.12 | 7.45 |
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 |
|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
2.78%
Apr 2021 – Apr 2024 |
4.58%
Mar 2015 – Mar 2020 |
6.68%
Oct 2013 – Oct 2023 |
8.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
16.51%
Apr 2003 – Apr 2006 |
14.56%
Oct 2002 – Oct 2007 |
12.80%
Apr 2001 – Apr 2011 |
11.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart