Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kansas Board of Regents Mandatory Retirement Plan ING Tactical Asset Allocation Moderate | 0.25% | 8.06% | 5.88% | 8.06% | 6.68% | 7.59% | 7.89% | 8.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kansas Board of Regents Mandatory Retirement Plan ING Tactical Asset Allocation Moderate | 12/31/2000 | 05/09/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
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 (%) | -0.28 | 8.06 | 5.88 | 8.06 | 6.68 | 7.59 | 7.89 | 8.31 | 0.25 | 12.23 | 18.15 | -15.28 | 13.00 | 12.53 | 24.14 | -7.64 | 13.30 | 6.00 | -2.82 | 6.93 | 9.94 | 12.93 | 3.75 | 12.39 | 18.72 | -1.52 | 11.08 | 10.63 | 7.51 | 13.89 | 14.03 | 0.71 | 13.35 |
| Sharpe Ratio | NA | -0.32 | 0.22 | 0.48 | 0.41 | NA | NA | 0.67 | -0.32 | 0.55 | 1.58 | -1.11 | 1.24 | 0.61 | 2.31 | -0.89 | 2.78 | 0.70 | -0.32 | 0.91 | 1.35 | 1.68 | 0.27 | 1.01 | 1.80 | -0.30 | 0.85 | 0.99 | 0.75 | 1.63 | 1.64 | -0.06 | 1.81 |
| Standard Deviation(%) | NA | 11.79 | 11.56 | 11.28 | 11.52 | NA | NA | 10.00 | 13.36 | 10.19 | 8.79 | 15.00 | 10.43 | 20.16 | 9.86 | 10.08 | 4.56 | 8.26 | 8.85 | 7.63 | 7.35 | 7.67 | 13.55 | 12.19 | 10.37 | 8.18 | 9.47 | 7.45 | 7.14 | 7.94 | 8.13 | 6.85 | 6.11 |
| Draw Down(%) | NA | 15.42 | 15.42 | 20.30 | 25.36 | NA | NA | 25.36 | 12.42 | 5.83 | 6.67 | 20.30 | 5.20 | 25.36 | 3.48 | 15.12 | 1.91 | 6.69 | 8.92 | 6.48 | 7.70 | 5.90 | 12.13 | 8.49 | 5.33 | 8.38 | 6.69 | 8.72 | 4.40 | 6.72 | 7.56 | 6.48 | 3.67 |
| Yield(%) | NA | 5.19 | 7.27 | 8.63 | 8.34 | NA | NA | 0.00 | NA | 1.45 | 5.26 | 5.19 | 12.43 | 4.26 | 20.74 | 7.02 | 6.17 | 6.83 | 11.34 | 6.55 | 0.94 | 3.35 | 3.74 | 2.16 | 4.67 | 6.24 | 7.35 | 4.96 | 3.80 | 2.97 | 4.54 | 4.31 | 12.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kansas Board of Regents Mandatory Retirement Plan ING Tactical Asset Allocation Moderate |
2.51%
Dec 2019 - Dec 2022 |
2.88%
Dec 2013 - Dec 2018 |
4.98%
Sep 2012 - Sep 2022 |
6.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kansas Board of Regents Mandatory Retirement Plan ING Tactical Asset Allocation Moderate |
16.43%
Dec 2018 - Dec 2021 |
13.26%
Mar 2003 - Mar 2008 |
11.34%
Apr 2003 - Apr 2013 |
9.38%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart