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 Strategic Asset Allocation – Optimal Moderate | NA | 13.76% | -1.75% | 1.66% | 2.26% | 3.34% | 4.25% | … | … |
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 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 (%) | -0.85 | 13.76 | -1.75 | 1.66 | 2.26 | 3.34 | 4.25 | … | … | -0.18 | 1.93 | 7.67 | -14.14 | 0.46 | 10.80 | 12.07 | -5.17 | 8.55 | 4.56 | -2.97 | 4.39 | 1.45 | 9.52 | 1.19 | 10.33 | 18.81 | -4.56 | 7.65 | 8.30 | 4.86 | 6.50 | 9.35 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.66 | -0.76 | -0.20 | 0.08 | NA | NA | … | … | -0.08 | -0.77 | 0.48 | -1.64 | 0.09 | 1.00 | 2.97 | -1.44 | 2.61 | 0.77 | -0.62 | 1.21 | 0.29 | 2.13 | 0.17 | 1.74 | 1.96 | -0.42 | 1.24 | 1.27 | 0.83 | 2.30 | 3.37 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 5.98 | 7.67 | 7.90 | 6.40 | NA | NA | … | … | 3.10 | 6.04 | 7.06 | 9.49 | 4.79 | 10.62 | 3.59 | 4.50 | 3.03 | 5.66 | 4.87 | 3.60 | 4.93 | 4.45 | 6.67 | 5.87 | 9.53 | 13.12 | 3.76 | 3.95 | 3.24 | 2.42 | 2.57 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.43 | 19.81 | 21.36 | 21.36 | NA | NA | … | … | 0.37 | 5.33 | 7.31 | 19.81 | 3.26 | 14.57 | 1.60 | 9.04 | 1.21 | 4.40 | 6.97 | 3.36 | 6.52 | 3.74 | 4.83 | 3.82 | 10.35 | 19.20 | 2.19 | 2.97 | 2.29 | 1.93 | 2.66 | 0.00 | 0.00 |
| Yield(%) | NA | 3.21 | 2.79 | 2.72 | 2.51 | NA | NA | … | … | NA | 1.09 | 2.97 | 1.96 | 3.23 | 2.00 | 2.87 | 1.84 | 0.49 | 2.64 | 2.98 | 3.61 | 2.11 | 2.74 | 3.03 | 3.09 | 3.26 | 5.55 | 5.23 | 4.48 | 3.61 | 1.09 | 0.59 | 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 |
|---|---|---|---|---|
| THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Strategic Asset Allocation – Optimal Moderate |
-3.09%
Apr 2021 – Apr 2024 |
-0.68%
Oct 2017 – Oct 2022 |
1.31%
Oct 2013 – Oct 2023 |
3.05%
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 Strategic Asset Allocation – Optimal Moderate |
14.34%
Feb 2009 – Feb 2012 |
9.93%
Feb 2009 – Feb 2014 |
7.31%
Mar 2003 – Mar 2013 |
5.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart