Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate | 5.35% | 17.78% | 11.32% | 6.07% | 7.76% | 6.98% | 8.46% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT 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 (%) | 0.45 | 17.78 | 11.32 | 6.07 | 7.76 | 6.98 | 8.46 | … | … | 5.35 | 15.76 | 4.65 | 11.47 | -14.08 | 12.34 | 13.27 | 19.64 | -4.74 | 11.89 | 6.84 | -3.86 | 8.04 | 11.88 | 15.50 | -0.07 | 11.54 | 29.94 | 0.09 | 10.08 | 16.43 | 9.77 | 15.54 | 23.38 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 1.93 | 0.85 | 0.33 | 0.67 | NA | NA | … | … | 0.35 | 1.46 | 0.13 | 0.89 | -1.60 | 0.93 | 1.63 | 3.01 | -0.71 | 2.24 | 0.95 | -0.55 | 1.31 | 1.56 | 2.00 | -0.01 | 1.11 | 2.77 | -0.12 | 0.68 | 1.78 | 1.16 | 2.02 | 4.16 | 2.21 | 1.15 |
| Standard Deviation(%) | NA | 7.77 | 8.69 | 8.72 | 8.74 | NA | NA | … | … | 9.67 | 8.80 | 8.22 | 8.78 | 9.70 | 13.26 | 7.97 | 6.04 | 8.59 | 5.02 | 6.98 | 7.13 | 6.13 | 7.59 | 7.70 | 15.13 | 10.35 | 10.77 | 7.66 | 10.26 | 7.33 | 6.47 | 7.19 | 5.45 | 4.08 | 5.43 |
| Draw Down(%) | NA | 6.92 | 11.81 | 15.73 | 15.73 | NA | NA | … | … | 6.92 | 9.00 | 7.04 | 8.92 | 14.83 | 7.46 | 12.28 | 2.71 | 10.89 | 2.02 | 4.03 | 9.51 | 5.07 | 7.41 | 5.81 | 14.60 | 8.07 | 4.05 | 6.63 | 6.25 | 7.07 | 4.04 | 7.41 | 2.31 | 2.44 | 4.10 |
| Yield(%) | NA | 4.21 | 4.28 | 7.34 | 6.20 | NA | NA | … | … | NA | NA | 0.60 | 4.32 | 4.91 | 12.92 | 6.60 | 6.48 | 7.83 | 3.81 | 3.78 | 5.35 | 4.93 | 4.89 | 4.84 | 3.05 | 4.55 | 6.02 | 9.31 | 7.87 | 5.93 | 4.79 | 3.64 | 4.71 | 8.14 | 8.82 |
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 |
|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate |
0.08%
Dec 2021 – Dec 2024 |
3.41%
Dec 2013 – Dec 2018 |
4.42%
Oct 2013 – Oct 2023 |
6.28%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZALE CORPORATION SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate |
17.38%
Jan 2003 – Jan 2006 |
16.14%
Oct 2002 – Oct 2007 |
13.89%
Apr 2001 – Apr 2011 |
10.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart