Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kinder Morgan Inc Savings Plan Tactical Asset Allocation Moderate | NA | 37.24% | 9.46% | 7.71% | 5.30% | 5.94% | 6.69% | 7.47% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kinder Morgan Inc Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.77 | 37.24 | 9.46 | 7.71 | 5.30 | 5.94 | 6.69 | 7.47 | NA | 22.13 | 25.87 | -11.91 | 1.09 | 6.72 | 6.32 | -3.11 | 8.88 | 5.21 | -3.17 | 1.32 | 14.32 | 5.81 | 2.19 | 8.79 | 17.82 | -0.86 | 12.04 | 9.14 | 6.17 | 11.33 | 17.88 | 7.68 | 7.99 |
| Sharpe Ratio | NA | 1.85 | 0.83 | 0.56 | 0.47 | NA | NA | 0.78 | 0.10 | 1.67 | 2.78 | -1.32 | 0.10 | 0.57 | 1.21 | -0.60 | 1.68 | 1.05 | -0.67 | 0.21 | 2.07 | 0.92 | 0.27 | 0.77 | 2.05 | -0.33 | 0.95 | 0.79 | 0.66 | 1.30 | 2.71 | 1.69 | 1.10 |
| Standard Deviation(%) | NA | 9.29 | 9.15 | 9.88 | 7.93 | NA | NA | 7.56 | 8.64 | 9.30 | 7.77 | 10.10 | 10.25 | 11.44 | 4.05 | 7.41 | 4.91 | 4.77 | 4.75 | 6.15 | 6.91 | 6.23 | 7.91 | 11.29 | 8.65 | 5.33 | 9.55 | 7.44 | 6.04 | 7.97 | 6.35 | 3.88 | 5.15 |
| Draw Down(%) | NA | 5.36 | 14.73 | 18.89 | 18.89 | NA | NA | 18.89 | 0.57 | 5.36 | 4.17 | 15.67 | 7.75 | 15.31 | 3.16 | 8.78 | 3.39 | 4.13 | 6.32 | 5.48 | 5.37 | 5.73 | 6.07 | 9.32 | 4.74 | 7.71 | 6.91 | 9.19 | 4.22 | 6.95 | 3.18 | 2.25 | 3.88 |
| Yield(%) | NA | 19.32 | 12.23 | 9.07 | 5.55 | NA | NA | 4.99 | NA | 4.36 | 19.47 | 6.23 | 6.63 | 6.41 | 2.21 | 3.99 | 0.27 | 2.12 | 1.67 | 1.73 | 2.18 | 4.06 | 3.25 | 3.90 | 5.17 | 3.73 | 5.68 | 5.54 | 4.00 | 3.29 | 3.81 | 7.05 | 8.09 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Kinder Morgan Inc Savings Plan Tactical Asset Allocation Moderate |
-2.82%
Jun 2019 - Jun 2022 |
-0.66%
Jul 2017 - Jul 2022 |
2.32%
Dec 2012 - Dec 2022 |
3.64%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kinder Morgan Inc Savings Plan Tactical Asset Allocation Moderate |
13.38%
Nov 2021 - Nov 2024 |
12.25%
Oct 2002 - Oct 2007 |
10.24%
Apr 2001 - Apr 2011 |
7.94%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart