Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Winn-Dixie Distribution Centers Stores Inc, Strategic Asset Allocation – Optimal Moderate | 4.48% | 15.49% | 13.41% | 8.27% | 10.23% | 7.73% | 7.41% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Winn-Dixie Distribution Centers Stores Inc, Strategic Asset Allocation – Optimal 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 (%) | 0.15 | 15.49 | 13.41 | 8.27 | 10.23 | 7.73 | 7.41 | … | … | 4.48 | 12.59 | 12.25 | 13.36 | -8.27 | 10.97 | 14.48 | 22.27 | -5.64 | 14.86 | 8.61 | -3.81 | 3.38 | 13.67 | 15.86 | -5.06 | 10.63 | 32.40 | -27.23 | 11.41 | 17.66 | 11.01 | 15.30 | 25.74 | -7.63 | 0.21 |
| Sharpe Ratio | NA | 2.90 | 1.16 | 0.58 | 0.79 | NA | NA | … | … | 0.51 | 0.96 | 1.08 | 1.29 | -0.78 | 1.36 | 0.77 | 2.66 | -0.74 | 3.17 | 0.86 | -0.41 | 0.50 | 1.97 | 1.84 | -0.35 | 0.88 | 1.84 | -1.21 | 0.81 | 1.91 | 1.50 | 2.17 | 3.01 | -0.76 | -0.22 |
| Standard Deviation(%) | NA | 7.32 | 8.64 | 9.40 | 10.16 | NA | NA | … | … | 8.41 | 10.13 | 7.99 | 7.53 | 12.48 | 8.04 | 18.59 | 7.83 | 9.44 | 4.48 | 9.74 | 9.29 | 6.75 | 6.92 | 8.60 | 14.67 | 11.92 | 17.55 | 23.34 | 10.16 | 7.47 | 5.83 | 6.59 | 8.32 | 11.59 | 10.22 |
| Draw Down(%) | NA | 5.74 | 13.60 | 15.29 | 22.26 | NA | NA | … | … | 5.74 | 13.60 | 5.19 | 6.69 | 15.29 | 3.42 | 22.26 | 3.94 | 13.20 | 1.50 | 9.04 | 11.51 | 5.87 | 6.29 | 7.60 | 16.33 | 9.80 | 18.67 | 37.59 | 6.97 | 9.80 | 5.21 | 6.05 | 7.05 | 18.55 | 13.23 |
| Yield(%) | NA | 5.25 | 5.89 | 6.33 | 5.00 | NA | NA | … | … | NA | NA | 1.23 | 5.42 | 4.75 | 7.03 | 6.42 | 8.81 | 3.69 | 3.89 | 3.62 | 3.89 | 3.31 | 2.24 | 4.54 | 2.56 | 4.05 | 3.83 | 6.48 | 4.69 | 3.80 | 3.40 | 2.98 | 1.98 | 2.72 | 4.21 |
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 |
|---|---|---|---|---|
| Winn-Dixie Distribution Centers Stores Inc, Strategic Asset Allocation – Optimal Moderate |
-6.91%
Feb 2006 – Feb 2009 |
0.72%
Feb 2004 – Feb 2009 |
4.63%
Oct 2007 – Oct 2017 |
4.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Winn-Dixie Distribution Centers Stores Inc, Strategic Asset Allocation – Optimal Moderate |
20.16%
Mar 2003 – Mar 2006 |
17.31%
Sep 2002 – Sep 2007 |
10.23%
Feb 2016 – Feb 2026 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart