Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Albertson LLC 401K Plan Strategic Asset Allocation – Optimal Moderate | NA | 33.54% | 13.72% | 13.15% | 8.63% | 8.99% | 8.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Albertson LLC 401K 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 (%) | -0.49 | 33.54 | 13.72 | 13.15 | 8.63 | 8.99 | 8.14 | … | … | 0.90 | 23.21 | 23.51 | -5.67 | 7.87 | 18.50 | 15.68 | -6.90 | 8.63 | 7.92 | -1.22 | 4.77 | 15.93 | 12.59 | -0.26 | 13.20 | 25.01 | -22.09 | 8.82 | 10.22 | 10.43 | 13.26 | 22.72 | -6.39 | -1.34 |
| Sharpe Ratio | NA | 2.34 | 1.01 | 0.96 | 0.76 | NA | NA | … | … | 0.10 | 2.19 | 2.63 | -0.56 | 0.86 | 1.13 | 2.15 | -0.85 | 1.78 | 0.93 | -0.16 | 0.77 | 2.52 | 1.66 | -0.02 | 1.31 | 1.50 | -1.04 | 0.70 | 0.88 | 1.37 | 1.65 | 2.70 | -0.71 | -0.37 |
| Standard Deviation(%) | NA | 7.57 | 9.47 | 11.10 | 9.50 | NA | NA | … | … | 8.10 | 7.58 | 7.33 | 12.51 | 9.16 | 16.19 | 6.65 | 9.65 | 4.50 | 8.26 | 7.97 | 6.19 | 6.31 | 7.57 | 13.46 | 10.00 | 16.58 | 22.09 | 8.29 | 7.88 | 6.03 | 7.48 | 8.15 | 10.57 | 9.85 |
| Draw Down(%) | NA | 4.32 | 14.62 | 21.34 | 21.34 | NA | NA | … | … | 0.55 | 4.32 | 4.88 | 15.23 | 5.65 | 21.34 | 3.44 | 13.79 | 1.76 | 7.40 | 7.61 | 5.39 | 5.17 | 6.87 | 13.49 | 8.26 | 17.36 | 33.74 | 5.71 | 8.85 | 4.10 | 6.36 | 6.51 | 17.60 | 16.22 |
| Yield(%) | NA | 17.29 | 11.60 | 8.72 | 6.43 | NA | NA | … | … | NA | 4.59 | 16.18 | 6.16 | 8.46 | 5.63 | 2.09 | 7.38 | 0.63 | 3.85 | 4.26 | 4.75 | 5.85 | 2.41 | 3.34 | 2.74 | 2.94 | 6.24 | 9.41 | 6.17 | 3.82 | 3.42 | 1.59 | 1.61 | 4.63 |
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 |
|---|---|---|---|---|
| Albertson LLC 401K Plan Strategic Asset Allocation – Optimal Moderate |
-7.36%
Feb 2006 – Feb 2009 |
0.12%
Feb 2004 – Feb 2009 |
4.90%
Mar 2010 – Mar 2020 |
4.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Albertson LLC 401K Plan Strategic Asset Allocation – Optimal Moderate |
19.44%
Feb 2009 – Feb 2012 |
15.58%
Feb 2009 – Feb 2014 |
9.71%
Feb 2009 – Feb 2019 |
10.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart