Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Starbucks Corporation 401(k) Plan Tactical Asset Allocation Moderate | 3.08% | 6.66% | 8.06% | 3.01% | 5.29% | 4.87% | 5.32% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Starbucks Corporation 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.34 | 6.66 | 8.06 | 3.01 | 5.29 | 4.87 | 5.32 | … | … | 3.08 | 2.00 | 10.22 | 12.03 | -15.70 | 8.34 | 6.60 | 9.94 | -1.70 | 15.30 | 5.50 | -2.36 | -0.14 | 15.94 | 6.92 | 5.30 | 6.26 | 16.74 | -9.98 | 9.94 | 12.60 | 2.68 | 13.57 | 16.82 | 7.72 | 8.09 |
| Sharpe Ratio | NA | 1.42 | 0.59 | 0.06 | 0.41 | NA | NA | … | … | 0.16 | -0.08 | 0.92 | 1.09 | -1.47 | 0.87 | 0.49 | 2.03 | -0.43 | 3.21 | 1.28 | -0.44 | -0.02 | 2.11 | 1.06 | 0.60 | 0.58 | 2.12 | -1.03 | 0.79 | 1.31 | 0.08 | 1.58 | 2.79 | 1.30 | 1.32 |
| Standard Deviation(%) | NA | 8.38 | 8.76 | 9.27 | 8.71 | NA | NA | … | … | 10.61 | 11.29 | 7.17 | 7.65 | 11.63 | 9.59 | 12.97 | 4.17 | 7.24 | 4.55 | 4.11 | 5.40 | 6.38 | 7.54 | 6.48 | 8.83 | 10.56 | 7.86 | 10.62 | 8.59 | 7.00 | 5.63 | 7.97 | 5.77 | 5.04 | 4.27 |
| Draw Down(%) | NA | 7.17 | 19.78 | 21.06 | 21.06 | NA | NA | … | … | 7.17 | 17.37 | 6.05 | 6.44 | 17.66 | 7.14 | 19.10 | 2.18 | 7.58 | 1.64 | 3.25 | 6.46 | 5.95 | 6.06 | 5.38 | 5.75 | 8.91 | 4.01 | 19.39 | 6.16 | 6.23 | 4.66 | 6.54 | 4.42 | 4.42 | 2.38 |
| Yield(%) | NA | 3.09 | 4.20 | 3.76 | 3.22 | NA | NA | … | … | NA | NA | 0.50 | 3.10 | 3.98 | 5.00 | 3.86 | 2.43 | 1.29 | 5.24 | 2.12 | 1.16 | 3.72 | 3.67 | 5.02 | 5.57 | 2.33 | 4.71 | 4.06 | 7.21 | 5.60 | 3.62 | 5.74 | 6.05 | 5.75 | 8.33 |
Data as of 02/27/2026, 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 401(k) Plan Tactical Asset Allocation Moderate |
-0.89%
Dec 2019 – Dec 2022 |
0.80%
Sep 2018 – Sep 2023 |
2.72%
Oct 2013 – Oct 2023 |
3.86%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Starbucks Corporation 401(k) Plan Tactical Asset Allocation Moderate |
12.64%
Dec 2001 – Dec 2004 |
12.24%
Oct 2002 – Oct 2007 |
8.64%
Apr 2001 – Apr 2011 |
7.62%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart