Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Kroger Co 401K RSA Plan Strategic Asset Allocation – Optimal Moderate | NA | 21.55% | 0.24% | 5.09% | 4.81% | 6.11% | 5.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kroger Co 401K RSA 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 (%) | -1.29 | 21.55 | 0.24 | 5.09 | 4.81 | 6.11 | 5.57 | … | … | 0.13 | 8.25 | 11.33 | -16.61 | 7.08 | 13.77 | 19.15 | -7.23 | 12.16 | 7.25 | -2.39 | 4.44 | 12.10 | 12.99 | -1.92 | 13.02 | 23.16 | -24.52 | 5.68 | 12.94 | 6.03 | 12.05 | 24.29 | -11.59 | -0.71 |
| Sharpe Ratio | NA | 0.35 | -0.33 | 0.13 | 0.31 | NA | NA | … | … | 0.01 | 0.21 | 0.82 | -1.26 | 0.85 | 0.74 | 2.74 | -0.97 | 2.71 | 0.80 | -0.28 | 0.66 | 1.63 | 1.61 | -0.13 | 1.10 | 1.33 | -1.07 | 0.28 | 1.15 | 0.51 | 1.28 | 2.40 | -0.86 | -0.24 |
| Standard Deviation(%) | NA | 7.70 | 10.61 | 12.21 | 10.17 | NA | NA | … | … | 6.59 | 7.75 | 8.61 | 14.25 | 8.27 | 18.39 | 6.48 | 8.81 | 4.25 | 8.80 | 8.68 | 6.70 | 7.39 | 8.03 | 14.48 | 11.74 | 17.33 | 23.69 | 9.71 | 8.40 | 7.57 | 8.71 | 9.85 | 14.84 | 12.41 |
| Draw Down(%) | NA | 4.19 | 21.83 | 22.81 | 22.81 | NA | NA | … | … | 0.58 | 4.19 | 9.00 | 21.83 | 3.80 | 21.96 | 3.47 | 13.69 | 1.61 | 6.80 | 9.37 | 5.24 | 6.69 | 6.85 | 13.62 | 9.00 | 18.04 | 33.95 | 6.04 | 9.08 | 5.72 | 6.75 | 8.53 | 23.10 | 16.10 |
| Yield(%) | NA | 2.52 | 2.58 | 2.61 | 2.58 | NA | NA | … | … | NA | 0.70 | 2.34 | 1.86 | 3.07 | 2.32 | 3.14 | 1.82 | 0.36 | 3.80 | 4.02 | 2.89 | 4.45 | 2.85 | 2.37 | 1.80 | 1.15 | 2.15 | 2.81 | 2.36 | 7.12 | 3.75 | 0.90 | 0.87 | 1.37 |
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 |
|---|---|---|---|---|
| Kroger Co 401K RSA Plan Strategic Asset Allocation – Optimal Moderate |
-8.93%
Feb 2006 – Feb 2009 |
-1.87%
Feb 2004 – Feb 2009 |
3.42%
Oct 2013 – Oct 2023 |
3.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kroger Co 401K RSA Plan Strategic Asset Allocation – Optimal Moderate |
18.46%
Feb 2009 – Feb 2012 |
14.67%
Feb 2009 – Feb 2014 |
9.08%
Feb 2009 – Feb 2019 |
7.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart