Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.75% | 1.02% | 5.77% | 5.94% | 7.33% | 6.42% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DARDEN 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 (%) | -0.80 | 24.75 | 1.02 | 5.77 | 5.94 | 7.33 | 6.42 | … | … | 0.37 | 7.78 | 16.81 | -19.47 | 2.51 | 21.47 | 19.05 | -4.67 | 12.80 | 3.90 | 2.91 | 5.46 | 17.27 | 13.82 | -2.95 | 13.96 | 23.15 | -23.48 | 7.37 | 8.15 | 9.22 | 9.67 | 26.49 | -9.00 | -1.82 |
| Sharpe Ratio | NA | 0.26 | -0.21 | 0.17 | 0.37 | NA | NA | … | … | 0.03 | 0.14 | 1.36 | -1.26 | 0.27 | 1.15 | 2.35 | -0.58 | 2.61 | 0.43 | 0.32 | 0.77 | 2.47 | 1.74 | -0.20 | 1.20 | 1.45 | -1.09 | 0.48 | 0.60 | 1.12 | 1.22 | 2.80 | -0.76 | -0.35 |
| Standard Deviation(%) | NA | 8.71 | 12.07 | 13.20 | 10.99 | NA | NA | … | … | 9.43 | 8.75 | 9.25 | 16.59 | 9.38 | 18.51 | 7.50 | 10.31 | 4.66 | 8.61 | 8.97 | 7.10 | 6.98 | 7.93 | 14.84 | 11.52 | 15.88 | 22.31 | 9.17 | 8.11 | 6.29 | 7.17 | 9.22 | 13.37 | 11.83 |
| Draw Down(%) | NA | 6.45 | 23.57 | 26.68 | 26.68 | NA | NA | … | … | 0.83 | 6.44 | 9.12 | 25.16 | 6.38 | 20.90 | 3.78 | 13.04 | 2.84 | 8.11 | 8.18 | 4.71 | 6.06 | 6.42 | 15.54 | 9.73 | 14.60 | 32.68 | 5.42 | 7.59 | 3.45 | 7.46 | 6.87 | 17.78 | 15.57 |
| Yield(%) | NA | 4.78 | 4.67 | 4.67 | 4.48 | NA | NA | … | … | NA | 1.01 | 4.59 | 2.58 | 6.19 | 6.08 | 2.99 | 4.59 | 0.49 | 3.31 | 7.56 | 5.81 | 5.40 | 5.00 | 2.36 | 4.46 | 3.40 | 3.53 | 3.36 | 4.15 | 2.29 | 4.57 | 7.16 | 3.58 | 3.69 |
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 |
|---|---|---|---|---|
| DARDEN SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-6.89%
Feb 2006 – Feb 2009 |
-1.27%
Feb 2004 – Feb 2009 |
4.44%
Oct 2013 – Oct 2023 |
4.30%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DARDEN SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
17.09%
Feb 2009 – Feb 2012 |
15.12%
Feb 2009 – Feb 2014 |
9.99%
Feb 2009 – Feb 2019 |
8.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart