Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Asset Allocation Composite Moderate | 7.25% | 35.02% | 25.38% | 14.46% | 12.56% | 10.51% | 10.45% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Asset Allocation Composite 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 (%) | 0.24 | 35.02 | 25.38 | 14.46 | 12.56 | 10.51 | 10.45 | … | … | 7.25 | 29.04 | 18.46 | 26.13 | -3.48 | 3.00 | 12.87 | 17.20 | -2.71 | 13.42 | 8.48 | -0.22 | 6.52 | 18.84 | 13.14 | 0.60 | 17.60 | 22.50 | -5.35 | 9.01 | 7.39 | 6.18 | 10.40 | 25.17 | 4.76 | 8.50 |
| Sharpe Ratio | NA | 4.08 | 2.52 | 1.43 | 1.15 | NA | NA | … | … | 0.73 | 2.82 | 2.01 | 2.93 | -0.48 | 0.19 | 1.38 | 1.97 | -0.41 | 2.48 | 1.23 | -0.04 | 0.92 | 2.49 | 1.53 | 0.04 | 1.73 | 2.42 | -0.98 | 0.66 | 0.51 | 0.56 | 0.95 | 2.77 | 0.78 | 1.03 |
| Standard Deviation(%) | NA | 8.94 | 8.59 | 9.09 | 9.52 | NA | NA | … | … | 11.89 | 9.28 | 7.40 | 7.66 | 10.32 | 15.51 | 9.13 | 7.97 | 9.98 | 5.14 | 6.70 | 6.93 | 7.09 | 7.56 | 8.53 | 15.40 | 10.14 | 9.27 | 6.47 | 8.86 | 7.76 | 7.00 | 9.89 | 8.82 | 4.61 | 5.92 |
| Draw Down(%) | NA | 6.90 | 10.68 | 16.52 | 17.83 | NA | NA | … | … | 6.90 | 10.68 | 5.31 | 4.20 | 13.88 | 8.27 | 13.57 | 4.65 | 12.94 | 1.87 | 4.81 | 7.68 | 4.35 | 5.72 | 6.70 | 14.37 | 8.13 | 4.84 | 6.28 | 7.31 | 9.65 | 5.64 | 9.27 | 4.01 | 5.73 | 4.10 |
| Yield(%) | NA | 16.17 | 12.62 | 11.09 | 7.90 | NA | NA | … | … | NA | NA | 4.48 | 15.77 | 11.01 | 16.28 | 3.80 | 0.84 | 4.30 | 4.80 | 5.47 | 1.13 | 8.29 | 3.71 | 4.08 | 8.00 | 4.09 | 6.09 | 3.87 | 8.95 | 5.18 | 4.26 | 2.19 | 4.98 | 4.88 | 6.62 |
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 |
|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Asset Allocation Composite Moderate |
1.39%
Jun 2019 – Jun 2022 |
4.31%
Feb 2004 – Feb 2009 |
6.70%
Jun 2012 – Jun 2022 |
7.25%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wal-Mart Profit Sharing and 401(k) Plan Asset Allocation Composite Moderate |
25.38%
Feb 2023 – Feb 2026 |
15.66%
Oct 2020 – Oct 2025 |
12.57%
Apr 2016 – Apr 2026 |
10.57%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart