Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan Strategic Asset Allocation - Equal Weight Moderate | 0.38% | 4.24% | 2.66% | 7.86% | 4.07% | 5.27% | 5.53% | 6.47% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 4.24 | 2.66 | 7.86 | 4.07 | 5.27 | 5.53 | 6.47 | 0.38 | 7.09 | 11.50 | -16.14 | 10.66 | 11.90 | 18.70 | -7.85 | 8.36 | 5.39 | -1.55 | 2.90 | 9.75 | 12.46 | -0.69 | 16.19 | 26.66 | -26.56 | 9.00 | 16.44 | 10.89 | 16.27 | 27.74 | 1.93 | 1.36 |
| Sharpe Ratio | NA | 0.41 | 0.24 | 0.39 | 0.31 | NA | NA | 0.53 | 0.21 | 0.43 | 0.95 | -1.41 | 1.10 | 0.60 | 2.46 | -1.02 | 1.42 | 0.61 | -0.20 | 0.45 | 1.41 | 2.06 | -0.06 | 1.58 | 1.58 | -1.52 | 0.64 | 2.02 | 1.45 | 2.06 | 4.54 | 0.10 | -0.15 |
| Standard Deviation(%) | NA | 10.15 | 9.81 | 10.16 | 10.42 | NA | NA | 10.02 | 12.20 | 8.06 | 8.27 | 12.44 | 9.67 | 19.27 | 7.01 | 9.07 | 5.44 | 8.41 | 7.79 | 6.45 | 6.90 | 6.03 | 11.64 | 10.17 | 16.77 | 18.13 | 9.07 | 6.46 | 5.97 | 7.41 | 5.95 | 7.72 | 7.05 |
| Draw Down(%) | NA | 10.34 | 12.28 | 22.56 | 24.70 | NA | NA | 38.79 | 9.96 | 4.71 | 7.69 | 22.31 | 6.99 | 24.70 | 3.00 | 13.68 | 3.59 | 7.36 | 9.25 | 5.78 | 6.84 | 5.16 | 12.80 | 6.67 | 16.29 | 36.67 | 7.58 | 6.87 | 4.46 | 8.46 | 5.76 | 11.99 | 10.90 |
| Yield(%) | NA | 4.56 | 4.84 | 5.31 | 4.34 | NA | NA | 4.27 | NA | 0.64 | 4.53 | 5.03 | 5.55 | 5.33 | 4.58 | 6.40 | 0.29 | 2.08 | 5.48 | 2.67 | 3.04 | 6.10 | 4.59 | 2.26 | 4.66 | 4.47 | 6.05 | 6.19 | 5.26 | 3.33 | 3.36 | 1.97 | 4.23 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.00%
Feb 2006 - Feb 2009 |
0.41%
Mar 2015 - Mar 2020 |
2.75%
Oct 2013 - Oct 2023 |
3.27%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) ING Plan Strategic Asset Allocation - Equal Weight Moderate |
21.10%
Mar 2003 - Mar 2006 |
17.37%
Oct 2002 - Oct 2007 |
10.39%
Mar 2003 - Mar 2013 |
8.47%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart