Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 31.32% | 5.69% | 10.55% | 6.31% | 7.11% | 5.90% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS 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 (%) | -1.03 | 31.32 | 5.69 | 10.55 | 6.31 | 7.11 | 5.90 | … | … | 1.25 | 10.68 | 13.45 | -12.46 | 17.04 | 15.97 | 17.43 | -5.21 | 8.34 | -4.43 | -1.37 | 6.67 | 21.54 | 9.70 | -2.03 | 4.05 | 8.21 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.38 | 0.02 | 0.40 | 0.31 | NA | NA | … | … | 0.09 | 0.26 | 1.05 | -0.84 | 0.89 | 1.35 | 2.12 | -0.57 | 0.97 | -0.53 | -0.15 | 0.47 | 2.49 | 1.31 | -0.15 | 0.28 | 1.41 | 0.15 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 15.58 | 14.03 | 14.82 | 12.31 | NA | NA | … | … | 12.65 | 15.59 | 8.77 | 16.45 | 19.22 | 11.70 | 7.54 | 11.55 | 7.93 | 8.76 | 9.55 | 14.01 | 8.64 | 7.39 | 13.86 | 14.07 | 5.75 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 12.91 | 16.28 | 25.46 | 25.46 | NA | NA | … | … | 1.01 | 12.91 | 6.29 | 17.60 | 9.74 | 7.51 | 3.38 | 17.55 | 5.89 | 7.47 | 8.46 | 7.40 | 4.60 | 5.11 | 13.96 | 16.59 | 3.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 10.80 | 10.09 | 9.53 | 6.53 | NA | NA | … | … | NA | 0.41 | 11.14 | 6.10 | 12.29 | 10.64 | 7.49 | 6.50 | 0.25 | 0.09 | 4.06 | 6.81 | 3.77 | 1.06 | 0.51 | 0.61 | 2.05 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.62%
Dec 2015 – Dec 2018 |
0.64%
Dec 2013 – Dec 2018 |
2.09%
Oct 2001 – Oct 2011 |
3.47%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.81%
Dec 2018 – Dec 2021 |
11.31%
Nov 2019 – Nov 2024 |
8.26%
Oct 2011 – Oct 2021 |
7.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart