Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KCLI (Kansas City Life Insurance Company) | -16.53% | -14.97% | -2.47% | 2.67% | -2.70% | 1.77% | -0.14% | 3.79% |
Data as of 07/11/2025, AR inception is 05/07/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCLI (Kansas City Life Insurance Company) | 05/07/1981 | 07/11/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | -14.97 | -2.47 | 2.67 | -2.70 | 1.77 | -0.14 | 3.79 | -16.53 | 4.77 | 32.58 | -41.98 | 20.45 | 13.26 | -6.43 | -16.02 | -2.55 | 27.46 | -18.43 | 3.08 | 28.46 | 20.03 | 2.88 | 15.02 | -28.49 | 1.67 | -7.09 | 2.20 | 7.49 | 5.77 | 25.13 | 5.14 | 7.89 | 8.34 | -17.43 | -17.42 | 55.91 | 20.95 | 17.98 | -11.88 | -0.49 | 49.26 | 12.40 | -14.79 | 2.90 | 31.43 | 1.94 | -4.63 | 12.50 | 25.22 | 0.88 | -4.20 | -9.16 |
| Sharpe Ratio | NA | -0.65 | -0.16 | 0.09 | -0.16 | NA | NA | 0.04 | -1.19 | -0.09 | 0.96 | -1.64 | 1.03 | 0.42 | -0.36 | -0.66 | -0.21 | 1.52 | -0.75 | 0.12 | 1.24 | 0.78 | 0.09 | 0.37 | -0.35 | 0.01 | -0.29 | -0.04 | 0.26 | 0.19 | 0.79 | 0.12 | 0.17 | 0.08 | -0.58 | -0.36 | 1.70 | 0.46 | 0.45 | -0.36 | -0.08 | 1.83 | 0.89 | -1.78 | -0.36 | 1.08 | -0.08 | -0.45 | 0.37 | 1.46 | -0.35 | -0.61 | -1.38 |
| Standard Deviation(%) | NA | 20.29 | 24.88 | 24.52 | 24.16 | NA | NA | 31.91 | 23.34 | 19.16 | 29.77 | 26.41 | 19.92 | 30.81 | 21.84 | 26.38 | 15.18 | 17.97 | 24.55 | 25.21 | 22.84 | 25.67 | 33.02 | 40.90 | 81.17 | 64.14 | 35.06 | 24.02 | 20.39 | 25.35 | 30.90 | 32.64 | 32.83 | 56.55 | 35.60 | 58.13 | 30.68 | 37.33 | 31.53 | 41.06 | 32.20 | 25.39 | 9.63 | 11.21 | 7.85 | 24.73 | 25.93 | 19.50 | 19.70 | 12.61 | 14.63 | 19.09 | 17.01 |
| Draw Down(%) | NA | 28.08 | 37.39 | 54.82 | 55.82 | NA | NA | 70.56 | 23.51 | 10.41 | 25.55 | 42.53 | 10.86 | 24.33 | 12.52 | 21.47 | 9.54 | 8.46 | 24.64 | 19.31 | 14.83 | 10.75 | 16.61 | 21.68 | 64.40 | 36.04 | 21.23 | 20.40 | 10.23 | 22.39 | 15.21 | 19.42 | 16.79 | 38.68 | 37.26 | 33.79 | 10.42 | 13.69 | 11.83 | 22.71 | 17.45 | 10.53 | 11.11 | 17.81 | 5.07 | 17.09 | 26.98 | 30.14 | 23.73 | 9.60 | 12.90 | 29.41 | 18.32 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.20 | 1.12 | 2.27 | 1.82 | 4.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.69 | 0.00 | 2.92 | 2.39 | 2.31 | 2.96 | 2.26 | 2.31 | 2.73 | 3.16 | 3.22 | 3.55 | 2.50 | 2.55 | 5.98 | 2.15 | 2.24 | 2.26 | 2.77 | 2.96 | 3.13 | 2.94 | 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 07/11/2025, AR inception is 05/07/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCLI (Kansas City Life Insurance Company) |
-20.91%
Apr 2006 - Apr 2009 |
-11.93%
Mar 2018 - Mar 2023 |
-4.01%
Nov 2013 - Nov 2023 |
-3.52%
Apr 2008 - Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCLI (Kansas City Life Insurance Company) |
30.54%
Dec 1994 - Dec 1997 |
19.58%
Feb 2009 - Feb 2014 |
14.20%
Dec 1987 - Dec 1997 |
11.80%
Jun 1982 - Jun 1997 |
Annualized Rolling Returns Comparison Chart