Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBAL (Kimball International Inc) | NA | 53.47% | 3.18% | -1.30% | 10.42% | 8.29% | 5.02% | … | … |
Data as of 06/07/2023, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBAL (Kimball International Inc) | 03/17/1980 | 06/07/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 53.47 | 3.18 | -1.30 | 10.42 | 8.29 | 5.02 | … | … | 89.23 | -29.78 | -10.28 | -40.27 | 45.67 | -24.00 | 6.32 | 79.73 | 7.13 | -22.27 | 29.46 | 128.99 | -26.52 | -19.01 | -1.05 | -37.15 | -43.62 | 128.60 | -28.22 | -4.76 | 9.12 | -5.94 | 4.48 | -12.12 | -13.16 | 3.05 | -10.88 | 63.86 | -2.88 | -15.45 | 13.89 | 22.73 | 23.94 | -14.46 | 27.69 | -13.33 | 25.00 | -5.51 | 9.01 | 37.06 | 117.95 | -8.24 | 24.09 | 17.09 |
| Sharpe Ratio | NA | 0.73 | 0.02 | -0.05 | 0.23 | NA | NA | … | … | 3.53 | -0.85 | -0.28 | -0.60 | 0.84 | -1.97 | -0.50 | 1.57 | -0.31 | -1.01 | 0.28 | 3.11 | -0.73 | -0.70 | -0.23 | -0.65 | -1.65 | 2.97 | -1.47 | -0.84 | -0.34 | -0.45 | -0.33 | -1.62 | 0.29 | 0.84 | -1.91 | 2.23 | -2.33 | -0.43 | 0.49 | 0.66 | 0.68 | -0.42 | 1.06 | -0.38 | 0.63 | -0.21 | 0.34 | 2.09 | 5.99 | -0.32 | 1.41 | 0.77 |
| Standard Deviation(%) | NA | 67.40 | 51.46 | 49.30 | 42.21 | NA | NA | … | … | 95.67 | 36.88 | 37.33 | 66.78 | 26.68 | 23.17 | 26.10 | 28.80 | 37.17 | 40.40 | 38.54 | 35.90 | 61.49 | 53.80 | 83.95 | 86.83 | 39.94 | 36.05 | 33.43 | 28.93 | 30.30 | 57.77 | 52.35 | 49.74 | 40.63 | 43.51 | 29.97 | 29.33 | 27.93 | 32.23 | 28.07 | 34.07 | 35.02 | 34.62 | 26.23 | 34.61 | 39.79 | 26.36 | 26.62 | 17.67 | 19.57 | 25.60 | 17.02 | 28.44 |
| Draw Down(%) | NA | 27.24 | 52.65 | 66.71 | 66.71 | NA | NA | … | … | 13.53 | 37.44 | 29.83 | 59.39 | 14.90 | 27.62 | 17.52 | 9.34 | 26.69 | 44.24 | 30.71 | 14.25 | 39.87 | 45.31 | 43.67 | 69.78 | 56.83 | 18.11 | 30.76 | 25.40 | 12.94 | 26.41 | 32.30 | 33.33 | 25.86 | 38.07 | 21.33 | 13.71 | 14.78 | 33.08 | 16.92 | 19.64 | 19.35 | 36.46 | 11.83 | 28.92 | 41.35 | 20.47 | 21.43 | 16.84 | 8.28 | 23.53 | 13.11 | 18.45 |
| Yield(%) | 0.00 | 4.12 | 2.69 | 2.13 | 3.58 | 3.36 | 2.68 | … | … | 1.34 | 3.47 | 3.04 | 1.74 | 2.35 | 1.60 | 1.47 | 2.95 | 2.31 | 1.46 | 1.60 | 3.63 | 2.73 | 2.23 | 2.35 | 4.84 | 2.51 | 5.71 | 4.30 | 3.96 | 4.31 | 4.20 | 4.70 | 4.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/07/2023, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBAL (Kimball International Inc) |
-29.77%
Oct 2006 – Oct 2009 |
-23.86%
Dec 2006 – Dec 2011 |
-7.30%
Aug 2000 – Aug 2010 |
-5.83%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBAL (Kimball International Inc) |
57.61%
Jul 1982 – Jul 1985 |
44.31%
Dec 2011 – Dec 2016 |
21.46%
Apr 1980 – Apr 1990 |
17.04%
Aug 1982 – Aug 1997 |
Annualized Rolling Returns Comparison Chart