Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KB Home 401(k) Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 14.11% | 6.50% | 6.87% | 4.26% | 7.70% | NA | 7.35% |
Data as of 10/31/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KB Home 401(k) Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/18/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 14.11 | 6.50 | 6.87 | 4.26 | 7.70 | NA | 7.35 | 2.82 | 16.51 | 6.09 | -0.46 | 0.99 | 11.23 | 10.05 | -1.59 | 11.49 | 25.58 | -24.37 | 11.59 | 14.18 | 10.43 | 10.43 | 21.78 | 1.57 | 3.48 |
| Sharpe Ratio | NA | 4.12 | 1.11 | 1.02 | 0.53 | NA | NA | 0.70 | 0.65 | 3.80 | 0.69 | -0.06 | 0.17 | 1.92 | 1.57 | -0.15 | 1.12 | 1.69 | -1.47 | 0.90 | 1.46 | 1.49 | 1.39 | 3.65 | 0.07 | 0.17 |
| Standard Deviation(%) | NA | 4.22 | 7.02 | 6.58 | 10.02 | NA | NA | 8.92 | 4.27 | 4.18 | 8.50 | 7.72 | 5.72 | 5.82 | 6.37 | 11.06 | 10.18 | 15.10 | 17.18 | 9.51 | 7.47 | 5.53 | 6.80 | 5.78 | 6.44 | 6.88 |
| Draw Down(%) | NA | 1.52 | 12.02 | 12.02 | 34.61 | NA | NA | 36.80 | 0.34 | 1.52 | 6.83 | 9.13 | 5.46 | 5.84 | 6.17 | 11.73 | 8.55 | 16.09 | 32.42 | 7.51 | 9.72 | 5.12 | 7.97 | 5.38 | 10.60 | 9.64 |
| Yield(%) | NA | 0.39 | 1.65 | 2.46 | 2.69 | NA | NA | 3.36 | 0.00 | 0.39 | 1.89 | 2.63 | 4.69 | 2.69 | 2.33 | 2.66 | 2.19 | 2.44 | 4.78 | 8.35 | 4.91 | 3.31 | 2.76 | 3.89 | 2.81 | 4.43 |
Data as of 10/31/2017, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KB Home 401(k) Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.08%
Feb 2006 - Feb 2009 |
0.31%
Feb 2004 - Feb 2009 |
4.18%
Feb 2006 - Feb 2016 |
6.03%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KB Home 401(k) Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
17.95%
Feb 2009 - Feb 2012 |
14.91%
Oct 2002 - Oct 2007 |
8.65%
Mar 2003 - Mar 2013 |
7.70%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart