Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate | NA | 35.71% | 14.24% | 14.82% | 9.92% | 9.57% | 8.07% | 7.47% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | YTD | 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 (%) | -0.67 | 35.71 | 14.24 | 14.82 | 9.92 | 9.57 | 8.07 | 7.47 | NA | 23.33 | 23.05 | -1.79 | 10.10 | 18.30 | 18.52 | -4.28 | 10.62 | 5.97 | 0.47 | 3.60 | 17.26 | 10.11 | -2.47 | 12.57 | 22.58 | -24.82 | 6.49 | 11.12 | 8.19 | 11.87 | 21.56 | -9.59 | -3.89 |
| Sharpe Ratio | NA | 2.56 | 1.12 | 0.99 | 0.84 | NA | NA | 0.53 | 0.08 | 2.38 | 2.38 | -0.26 | 1.09 | 0.96 | 2.24 | -0.59 | 2.28 | 0.69 | 0.05 | 0.54 | 2.41 | 1.22 | -0.16 | 0.96 | 1.23 | -1.09 | 0.36 | 1.08 | 0.97 | 1.44 | 2.25 | -0.84 | -0.56 |
| Standard Deviation(%) | NA | 6.99 | 9.35 | 11.84 | 10.09 | NA | NA | 11.37 | 8.83 | 7.04 | 7.90 | 12.20 | 9.24 | 18.81 | 7.63 | 9.49 | 4.38 | 8.34 | 8.99 | 6.69 | 7.13 | 8.26 | 15.61 | 12.94 | 18.31 | 23.53 | 9.59 | 7.30 | 6.23 | 7.58 | 9.28 | 12.77 | 11.12 |
| Draw Down(%) | NA | 3.39 | 11.11 | 20.42 | 20.42 | NA | NA | 38.39 | 0.63 | 3.39 | 4.60 | 11.15 | 4.97 | 20.42 | 4.03 | 12.03 | 1.48 | 7.20 | 7.57 | 5.13 | 4.33 | 7.40 | 15.52 | 10.16 | 17.48 | 34.18 | 6.27 | 7.94 | 4.04 | 6.17 | 8.52 | 20.02 | 17.60 |
| Yield(%) | NA | 14.57 | 9.31 | 6.66 | 4.56 | NA | NA | 3.24 | NA | 4.81 | 13.39 | 6.97 | 2.14 | 2.71 | 4.78 | 1.81 | 0.90 | 2.27 | 3.72 | 1.87 | 2.56 | 1.83 | 1.54 | 1.72 | 2.20 | 2.00 | 3.04 | 2.33 | 2.19 | 2.10 | 2.25 | 2.07 | 3.25 |
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 Strategic Asset Allocation - Optimal Moderate |
-8.32%
Feb 2006 - Feb 2009 |
-1.52%
Feb 2004 - Feb 2009 |
4.17%
Feb 2006 - Feb 2016 |
4.70%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate |
17.08%
Feb 2009 - Feb 2012 |
15.29%
Sep 2019 - Sep 2024 |
10.16%
Nov 2014 - Nov 2024 |
10.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart