Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Tactical Asset Allocation Moderate | NA | 12.74% | -1.19% | 1.66% | 2.45% | 3.42% | 5.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT 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 (%) | -1.42 | 12.74 | -1.19 | 1.66 | 2.45 | 3.42 | 5.86 | … | … | 0.31 | 2.03 | 7.39 | -11.36 | 1.42 | 3.13 | 18.11 | -10.92 | 18.72 | 6.72 | -6.29 | 0.94 | 2.55 | 14.70 | -5.93 | 9.95 | 14.68 | 3.48 | 14.57 | 19.21 | 10.27 | 22.83 | 25.86 | -6.27 | 2.31 |
| Sharpe Ratio | NA | -0.38 | -0.51 | -0.19 | 0.08 | NA | NA | … | … | 0.05 | -0.54 | 0.40 | -0.99 | 0.12 | 0.17 | 2.67 | -1.26 | 3.47 | 0.61 | -0.71 | 0.13 | 0.31 | 1.66 | -0.43 | 0.96 | 1.33 | 0.22 | 1.07 | 1.72 | 1.32 | 2.43 | 2.96 | -1.45 | 0.01 |
| Standard Deviation(%) | NA | 8.34 | 9.89 | 11.82 | 10.25 | NA | NA | … | … | 4.95 | 8.38 | 7.78 | 12.81 | 11.40 | 16.59 | 6.26 | 9.71 | 5.21 | 10.65 | 8.84 | 6.88 | 8.15 | 8.80 | 14.02 | 10.23 | 10.95 | 11.41 | 10.86 | 9.24 | 6.13 | 9.01 | 8.49 | 5.07 | 0.05 |
| Draw Down(%) | NA | 7.33 | 20.44 | 22.93 | 22.93 | NA | NA | … | … | 0.47 | 7.33 | 7.20 | 20.44 | 7.45 | 22.93 | 4.90 | 17.32 | 1.98 | 6.45 | 13.18 | 8.40 | 9.86 | 8.45 | 14.36 | 9.32 | 6.28 | 12.83 | 8.49 | 10.74 | 4.99 | 7.76 | 10.10 | 9.44 | 0.00 |
| Yield(%) | NA | 2.74 | 3.72 | 3.08 | 2.83 | NA | NA | … | … | NA | 1.25 | 2.73 | 1.54 | 6.14 | 1.82 | 3.43 | 1.86 | 2.13 | 2.27 | 2.50 | 4.59 | 1.76 | 2.66 | 2.28 | 2.67 | 3.05 | 4.29 | 3.78 | 3.63 | 2.90 | 2.38 | 0.84 | 1.21 | 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 |
|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Tactical Asset Allocation Moderate |
-3.51%
Oct 2019 – Oct 2022 |
-1.51%
Sep 2017 – Sep 2022 |
1.48%
Oct 2013 – Oct 2023 |
2.84%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Tactical Asset Allocation Moderate |
25.88%
Apr 2003 – Apr 2006 |
20.18%
Apr 2003 – Apr 2008 |
13.56%
Apr 2003 – Apr 2013 |
10.18%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart