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 |
|---|---|---|---|---|---|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 28.09% | 5.62% | 10.14% | 7.61% | 7.14% | 5.82% | 5.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS 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 (%) | -0.82 | 28.09 | 5.62 | 10.14 | 7.61 | 7.14 | 5.82 | 5.26 | NA | 10.82 | 12.58 | -10.60 | 15.06 | 16.14 | 17.54 | -1.70 | 8.38 | -1.54 | 6.05 | 5.98 | 20.12 | 10.36 | -2.86 | 0.09 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.46 | 0.06 | 0.40 | 0.43 | NA | NA | 0.39 | 0.09 | 0.33 | 1.06 | -0.81 | 0.90 | 0.81 | 2.15 | -0.25 | 1.02 | -0.20 | 0.58 | 0.49 | 2.49 | 1.39 | -0.19 | 0.60 | 0.00 | 0.15 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 12.84 | 12.19 | 14.91 | 12.43 | NA | NA | 9.24 | 10.85 | 12.86 | 7.86 | 14.81 | 16.70 | 19.62 | 7.52 | 11.91 | 7.57 | 8.74 | 10.30 | 12.08 | 8.08 | 7.41 | 15.27 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 10.51 | 14.45 | 22.61 | 22.61 | NA | NA | 22.61 | 0.87 | 10.51 | 5.51 | 15.66 | 8.41 | 22.14 | 3.29 | 14.07 | 5.53 | 7.79 | 7.17 | 6.37 | 4.28 | 5.00 | 14.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 9.98 | 9.05 | 8.76 | 6.54 | NA | NA | 3.71 | NA | 0.55 | 10.27 | 5.74 | 10.28 | 9.88 | 7.31 | 6.79 | 0.27 | 0.08 | 8.88 | 5.79 | 3.33 | 1.07 | 0.52 | 0.09 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
-3.18%
Sep 2008 - Sep 2011 |
-0.99%
Sep 2006 - Sep 2011 |
0.27%
Sep 2001 - Sep 2011 |
3.16%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOWERS FOODS, INC. 401(k) RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
16.24%
Dec 2018 - Dec 2021 |
10.85%
Dec 2016 - Dec 2021 |
9.50%
Sep 2011 - Sep 2021 |
7.47%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart