Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Tactical Asset Allocation Moderate | NA | 15.71% | 0.00% | 5.78% | 4.01% | 4.93% | 6.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYSCO CORPORATION EMPLOYEES 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 (%) | -0.33 | 15.71 | 0.00 | 5.78 | 4.01 | 4.93 | 6.86 | … | … | 0.35 | 3.41 | 11.82 | -15.83 | 9.74 | 19.00 | 7.30 | -5.42 | 8.26 | 7.79 | -4.90 | 2.35 | 10.16 | 5.33 | 4.87 | 8.60 | 29.88 | -14.13 | 20.35 | 16.51 | 13.44 | 11.23 | 20.58 | -1.43 | 0.69 |
| Sharpe Ratio | NA | -0.18 | -0.50 | 0.26 | 0.26 | NA | NA | … | … | 0.02 | -0.34 | 1.00 | -1.79 | 1.02 | 1.86 | 1.17 | -0.91 | 1.59 | 1.43 | -0.79 | 0.40 | 1.69 | 1.27 | 0.61 | 0.88 | 3.29 | -1.69 | 1.51 | 1.58 | 1.75 | 1.33 | 3.44 | -0.49 | -0.66 |
| Standard Deviation(%) | NA | 9.37 | 8.93 | 9.30 | 7.77 | NA | NA | … | … | 11.87 | 9.33 | 7.60 | 9.60 | 9.51 | 10.07 | 5.03 | 7.40 | 4.81 | 5.30 | 6.25 | 5.77 | 5.98 | 4.16 | 7.88 | 9.65 | 9.06 | 8.89 | 11.50 | 8.39 | 6.42 | 7.75 | 5.79 | 5.19 | 2.46 |
| Draw Down(%) | NA | 6.56 | 15.73 | 17.58 | 17.58 | NA | NA | … | … | 1.12 | 6.56 | 7.34 | 16.37 | 5.58 | 11.56 | 3.85 | 12.02 | 2.73 | 4.32 | 8.10 | 5.44 | 3.47 | 3.14 | 4.60 | 7.78 | 4.53 | 19.01 | 8.74 | 10.51 | 4.89 | 9.62 | 3.48 | 6.95 | 2.44 |
| Yield(%) | NA | 3.82 | 4.87 | 3.90 | 2.93 | NA | NA | … | … | NA | 0.32 | 4.20 | 2.73 | 7.77 | 2.85 | 2.55 | 2.64 | 0.32 | 2.68 | 1.47 | 2.71 | 2.85 | 4.26 | 3.38 | 5.30 | 5.39 | 4.19 | 4.92 | 6.78 | 3.80 | 3.63 | 2.64 | 0.80 | 2.57 |
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 |
|---|---|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Tactical Asset Allocation Moderate |
-0.90%
Dec 2021 – Dec 2024 |
1.44%
Dec 2013 – Dec 2018 |
2.92%
Oct 2013 – Oct 2023 |
4.08%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYSCO CORPORATION EMPLOYEES 401K PLAN Tactical Asset Allocation Moderate |
20.61%
Oct 2004 – Oct 2007 |
17.37%
Oct 2002 – Oct 2007 |
11.25%
Jan 2003 – Jan 2013 |
9.20%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart