Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Strategic Asset Allocation – Optimal Moderate | NA | 33.34% | 12.33% | 14.38% | 9.77% | 9.92% | 7.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART 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 (%) | -0.71 | 33.34 | 12.33 | 14.38 | 9.77 | 9.92 | 7.85 | … | … | 0.88 | 18.82 | 24.08 | -6.33 | 7.90 | 18.65 | 22.46 | -3.66 | 13.59 | 3.81 | 0.44 | 4.28 | 18.78 | 10.36 | -0.29 | 14.03 | 21.47 | -25.85 | 4.38 | 8.64 | 7.06 | 8.74 | 19.12 | -9.51 | 7.72 |
| Sharpe Ratio | NA | 1.73 | 0.79 | 0.79 | 0.74 | NA | NA | … | … | 0.12 | 1.56 | 2.65 | -0.55 | 0.78 | 0.99 | 2.31 | -0.45 | 2.74 | 0.42 | 0.05 | 0.60 | 2.72 | 1.23 | -0.02 | 1.07 | 1.16 | -1.10 | 0.15 | 0.73 | 0.75 | 0.87 | 1.89 | -0.78 | 0.48 |
| Standard Deviation(%) | NA | 7.80 | 10.29 | 12.39 | 10.70 | NA | NA | … | … | 6.70 | 7.85 | 7.49 | 14.12 | 10.15 | 18.60 | 9.10 | 10.94 | 4.74 | 8.65 | 8.97 | 7.08 | 6.89 | 8.42 | 16.21 | 13.04 | 18.50 | 24.27 | 9.47 | 7.31 | 6.50 | 8.96 | 9.75 | 13.68 | 11.34 |
| Draw Down(%) | NA | 5.78 | 14.78 | 21.25 | 21.25 | NA | NA | … | … | 0.41 | 5.77 | 4.46 | 15.68 | 6.09 | 21.25 | 4.08 | 13.51 | 1.64 | 8.80 | 7.90 | 5.07 | 4.12 | 7.18 | 15.34 | 11.39 | 17.52 | 34.03 | 6.43 | 7.39 | 4.09 | 7.32 | 7.46 | 20.03 | 14.02 |
| Yield(%) | NA | 17.53 | 12.34 | 11.72 | 7.20 | NA | NA | … | … | NA | 7.71 | 16.45 | 7.59 | 15.21 | 2.97 | 8.56 | 2.59 | 3.39 | 1.89 | 2.09 | 3.51 | 3.66 | 2.16 | 1.25 | 1.30 | 1.48 | 1.82 | 2.02 | 2.81 | 2.99 | 1.81 | 1.68 | 2.18 | 5.32 |
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 |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Strategic Asset Allocation – Optimal Moderate |
-10.18%
Feb 2006 – Feb 2009 |
-3.38%
Feb 2004 – Feb 2009 |
3.84%
Dec 2001 – Dec 2011 |
4.64%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Strategic Asset Allocation – Optimal Moderate |
24.75%
Sep 2022 – Sep 2025 |
15.57%
Feb 2009 – Feb 2014 |
11.70%
Sep 2015 – Sep 2025 |
10.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart