Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Strategic Asset Allocation – Optimal Moderate | NA | 4.30% | 8.81% | 8.80% | 7.22% | NA | NA | … | … |
Data as of 10/30/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 4.30 | 8.81 | 8.80 | 7.22 | NA | NA | … | … | 2.60 | 6.05 | 16.12 | 15.05 | 1.06 | 14.35 | 24.63 | -25.01 | 10.96 | 10.41 | 8.26 | 10.86 | 24.46 | -3.90 | 3.17 |
| Sharpe Ratio | NA | 0.31 | 1.10 | 0.86 | 0.49 | NA | NA | … | … | 0.31 | 0.95 | 2.21 | 1.96 | 0.07 | 1.22 | 1.39 | -1.18 | 0.91 | 0.94 | 0.99 | 1.27 | 2.98 | -0.52 | 0.09 |
| Standard Deviation(%) | NA | 8.37 | 7.38 | 9.29 | 12.23 | NA | NA | … | … | 8.37 | 6.36 | 7.28 | 7.66 | 14.48 | 11.64 | 17.64 | 21.92 | 8.70 | 7.52 | 6.14 | 7.82 | 7.97 | 9.63 | 9.37 |
| Draw Down(%) | NA | 7.32 | 7.32 | 13.39 | 38.42 | NA | NA | … | … | 7.32 | 4.77 | 6.28 | 5.41 | 13.39 | 8.80 | 18.26 | 35.58 | 5.47 | 7.84 | 3.76 | 7.10 | 6.11 | 12.73 | 11.44 |
| Yield(%) | NA | 3.97 | 4.68 | 3.93 | 4.30 | NA | NA | … | … | 3.96 | 4.47 | 5.56 | 3.41 | 2.07 | 3.61 | 2.74 | 4.95 | 7.18 | 4.73 | 4.42 | 3.05 | 2.47 | 3.69 | 4.56 |
Data as of 10/30/2015, 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 |
|---|---|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
-7.55%
Feb 2006 – Feb 2009 |
-1.30%
Feb 2004 – Feb 2009 |
6.60%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
20.74%
Feb 2009 – Feb 2012 |
17.29%
Feb 2009 – Feb 2014 |
9.37%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart