Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Tactical Asset Allocation Moderate | NA | 41.09% | 15.35% | 20.24% | 12.54% | 11.97% | 11.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STARBUCKS CORPORATION 401K 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 (%) | -0.79 | 41.09 | 15.35 | 20.24 | 12.54 | 11.97 | 11.58 | … | … | 1.01 | 26.43 | 31.75 | -6.77 | 11.89 | 40.24 | 17.45 | -6.56 | 12.97 | 6.97 | 0.30 | 0.95 | 23.87 | 13.83 | 1.60 | 14.00 | 14.23 | 1.69 | 11.37 | 12.33 | 9.37 | 13.73 | 14.14 | -4.49 | -3.62 |
| Sharpe Ratio | NA | 1.73 | 1.07 | 1.11 | 0.87 | NA | NA | … | … | 0.08 | 1.58 | 2.95 | -0.57 | 0.84 | 1.77 | 1.67 | -0.70 | 2.11 | 0.74 | 0.03 | 0.10 | 3.11 | 1.64 | 0.11 | 1.27 | 1.57 | 0.88 | 0.92 | 1.22 | 1.13 | 1.63 | 1.71 | -0.98 | -1.13 |
| Standard Deviation(%) | NA | 12.46 | 12.25 | 15.28 | 12.61 | NA | NA | … | … | 11.53 | 12.53 | 9.33 | 14.32 | 14.21 | 22.63 | 9.58 | 11.28 | 5.86 | 9.09 | 9.41 | 8.99 | 7.67 | 8.39 | 14.58 | 10.96 | 9.02 | 0.87 | 9.12 | 7.42 | 6.35 | 7.82 | 7.89 | 5.70 | 5.24 |
| Draw Down(%) | NA | 6.52 | 13.17 | 22.22 | 22.22 | NA | NA | … | … | 0.93 | 6.52 | 4.50 | 14.66 | 13.86 | 22.22 | 5.08 | 16.51 | 2.20 | 7.80 | 9.44 | 9.95 | 2.89 | 6.83 | 12.82 | 8.77 | 4.77 | 1.36 | 6.47 | 8.45 | 4.31 | 6.53 | 5.13 | 7.75 | 11.26 |
| Yield(%) | NA | 15.71 | 12.11 | 9.74 | 7.02 | NA | NA | … | … | NA | 7.98 | 14.41 | 7.27 | 7.77 | 7.12 | 5.95 | 1.22 | 6.86 | 2.05 | 7.24 | 4.66 | 4.65 | 3.74 | 4.25 | 1.38 | 3.04 | 2.50 | 8.63 | 5.58 | 4.56 | 4.05 | 3.37 | 3.12 | 3.08 |
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 |
|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
2.01%
Mar 2017 – Mar 2020 |
2.72%
Dec 2013 – Dec 2018 |
6.78%
Mar 2010 – Mar 2020 |
7.67%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STARBUCKS CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
28.14%
Sep 2022 – Sep 2025 |
21.50%
Mar 2020 – Mar 2025 |
14.66%
Sep 2015 – Sep 2025 |
12.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart