Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Asset Allocation Composite Moderate | 7.02% | 35.40% | 25.48% | 14.78% | 12.36% | 9.75% | 9.68% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART 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 (%) | 0.42 | 35.40 | 25.48 | 14.78 | 12.36 | 9.75 | 9.68 | … | … | 7.02 | 29.69 | 19.69 | 24.46 | -6.23 | 7.56 | 6.93 | 19.92 | -5.64 | 14.62 | 5.79 | 1.38 | 2.58 | 17.02 | 14.26 | -1.97 | 16.24 | 14.71 | 1.98 | 7.14 | 8.16 | 4.88 | 8.32 | 16.15 | -6.38 | 2.02 |
| Sharpe Ratio | NA | 3.93 | 2.43 | 1.29 | 1.03 | NA | NA | … | … | 0.69 | 2.69 | 2.07 | 2.70 | -0.59 | 0.80 | 0.40 | 2.55 | -0.73 | 2.88 | 0.64 | 0.16 | 0.38 | 2.42 | 1.83 | -0.14 | 1.42 | 1.65 | 1.78 | 0.42 | 0.54 | 0.33 | 0.85 | 1.68 | -1.23 | -0.07 |
| Standard Deviation(%) | NA | 9.32 | 8.93 | 9.73 | 10.02 | NA | NA | … | … | 11.27 | 9.95 | 7.77 | 7.70 | 12.91 | 9.40 | 16.62 | 7.24 | 9.65 | 4.84 | 8.76 | 8.53 | 6.72 | 7.02 | 7.75 | 14.79 | 11.41 | 8.84 | 0.57 | 9.44 | 8.74 | 7.85 | 8.67 | 9.20 | 6.11 | 5.69 |
| Draw Down(%) | NA | 6.78 | 11.25 | 16.29 | 20.56 | NA | NA | … | … | 6.78 | 11.25 | 5.24 | 4.18 | 14.83 | 4.75 | 20.56 | 3.57 | 12.68 | 1.61 | 7.72 | 8.56 | 5.43 | 4.86 | 6.59 | 14.35 | 10.27 | 4.94 | 0.56 | 6.05 | 9.21 | 4.77 | 7.16 | 6.21 | 8.92 | 7.34 |
| Yield(%) | NA | 17.34 | 11.63 | 10.52 | 6.69 | NA | NA | … | … | NA | NA | 7.98 | 16.24 | 6.42 | 11.45 | 3.83 | 6.80 | 4.26 | 3.15 | 2.18 | 2.73 | 2.46 | 1.31 | 3.50 | 3.09 | 2.10 | 2.62 | 2.55 | 2.47 | 4.67 | 3.88 | 2.09 | 1.31 | 3.01 | 2.89 |
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 |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Asset Allocation Composite Moderate |
2.04%
Sep 2019 – Sep 2022 |
2.81%
Sep 2017 – Sep 2022 |
5.38%
Sep 2012 – Sep 2022 |
6.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS, INC. 401(k) SMART PLAN Asset Allocation Composite Moderate |
25.54%
Feb 2023 – Feb 2026 |
15.57%
Oct 2020 – Oct 2025 |
12.36%
Feb 2016 – Feb 2026 |
9.75%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart