Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Rite Aid 401(k) Plan Tactical Asset Allocation Moderate | NA | 6.32% | 5.58% | 4.93% | 3.62% | 4.78% | 5.73% | 6.52% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Rite Aid 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.35 | 6.32 | 5.58 | 4.93 | 3.62 | 4.78 | 5.73 | 6.52 | 1.37 | 18.02 | -7.95 | 7.71 | 15.45 | 7.28 | -3.50 | 11.05 | 4.40 | -4.29 | -0.20 | 14.69 | 6.37 | -1.12 | 3.53 | 13.64 | 1.79 | 8.28 | 13.39 | 3.88 | 12.08 | 19.30 | 8.41 | 7.59 |
| Sharpe Ratio | NA | 1.89 | 0.46 | 0.79 | 0.55 | NA | NA | 0.78 | 0.16 | 1.88 | -1.00 | 0.88 | 1.71 | 1.27 | -0.66 | 2.40 | 0.94 | -0.81 | -0.04 | 2.02 | 1.08 | -0.11 | 0.30 | 1.56 | 0.16 | 0.56 | 1.30 | 0.29 | 1.38 | 2.99 | 1.63 | 1.05 |
| Standard Deviation(%) | NA | 7.55 | 8.46 | 8.00 | 6.88 | NA | NA | 7.36 | 6.92 | 7.32 | 9.33 | 8.71 | 8.92 | 4.62 | 7.32 | 4.34 | 4.44 | 5.31 | 5.97 | 7.27 | 5.83 | 10.74 | 11.38 | 8.68 | 5.51 | 9.44 | 7.78 | 5.97 | 8.08 | 6.22 | 4.49 | 5.05 |
| Draw Down(%) | NA | 4.83 | 13.70 | 13.70 | 13.70 | NA | NA | 13.70 | 1.33 | 4.83 | 12.85 | 4.27 | 9.80 | 3.93 | 9.33 | 1.56 | 2.66 | 6.29 | 5.75 | 5.54 | 5.14 | 13.13 | 11.73 | 4.58 | 4.20 | 7.40 | 9.01 | 4.31 | 7.16 | 3.43 | 2.39 | 3.95 |
| Yield(%) | NA | 13.89 | 8.70 | 7.15 | 4.96 | NA | NA | 4.45 | 0.98 | 13.80 | 6.91 | 4.13 | 4.30 | 5.42 | 1.59 | 0.48 | 3.53 | 4.95 | 3.32 | 2.09 | 4.66 | 2.02 | 4.00 | 5.58 | 4.06 | 3.43 | 3.12 | 2.40 | 3.08 | 3.97 | 6.59 | 7.86 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Rite Aid 401(k) Plan Tactical Asset Allocation Moderate |
-0.09%
Dec 2013 - Dec 2016 |
1.30%
Feb 2014 - Feb 2019 |
2.90%
Mar 2010 - Mar 2020 |
4.13%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Rite Aid 401(k) Plan Tactical Asset Allocation Moderate |
13.29%
Apr 2003 - Apr 2006 |
12.26%
Oct 2002 - Oct 2007 |
9.77%
Apr 2001 - Apr 2011 |
7.16%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart