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 Strategic Asset Allocation - Equal Weight Moderate | NA | 33.47% | 10.89% | 12.16% | 8.54% | 8.29% | 7.74% | 8.20% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.69 | 33.47 | 10.89 | 12.16 | 8.54 | 8.29 | 7.74 | 8.20 | NA | 19.14 | 23.28 | -8.26 | 4.48 | 21.16 | 16.68 | -6.02 | 12.58 | 3.86 | 2.80 | 1.82 | 13.73 | 9.42 | 0.38 | 10.52 | 22.07 | -17.14 | 10.01 | 10.42 | 7.93 | 12.09 | 24.06 | -5.06 | 9.94 |
| Sharpe Ratio | NA | 1.77 | 0.74 | 0.74 | 0.68 | NA | NA | 0.68 | 0.13 | 1.56 | 2.58 | -0.72 | 0.43 | 1.17 | 2.28 | -0.75 | 2.63 | 0.42 | 0.31 | 0.26 | 2.38 | 1.63 | 0.04 | 1.17 | 1.84 | -1.24 | 0.91 | 1.06 | 1.04 | 1.35 | 3.00 | -0.59 | 0.57 |
| Standard Deviation(%) | NA | 7.98 | 9.96 | 12.05 | 10.20 | NA | NA | 9.64 | 6.66 | 8.03 | 7.38 | 13.33 | 10.44 | 17.85 | 6.70 | 9.76 | 4.55 | 8.66 | 9.05 | 6.97 | 5.75 | 5.73 | 9.65 | 8.90 | 11.93 | 14.55 | 7.73 | 6.77 | 5.54 | 8.23 | 7.79 | 10.42 | 13.28 |
| Draw Down(%) | NA | 5.04 | 15.20 | 21.88 | 21.88 | NA | NA | 26.93 | 0.38 | 5.04 | 4.42 | 16.13 | 6.94 | 21.88 | 4.13 | 12.98 | 2.33 | 8.23 | 8.33 | 5.70 | 3.99 | 4.67 | 9.77 | 7.30 | 11.87 | 26.93 | 5.01 | 7.98 | 3.66 | 7.41 | 7.29 | 16.21 | 13.97 |
| Yield(%) | NA | 17.45 | 13.07 | 9.25 | 6.23 | NA | NA | 4.82 | NA | 4.69 | 17.15 | 8.50 | 8.06 | 3.70 | 3.61 | 5.32 | 0.63 | 1.40 | 7.39 | 1.68 | 3.03 | 2.33 | 3.32 | 4.23 | 3.64 | 3.82 | 8.04 | 4.19 | 4.25 | 3.18 | 2.78 | 3.09 | 2.90 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.12%
Feb 2006 - Feb 2009 |
1.56%
Feb 2004 - Feb 2009 |
4.62%
Mar 2010 - Mar 2020 |
4.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kinder Morgan Inc Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
16.77%
Mar 2003 - Mar 2006 |
13.50%
Oct 2002 - Oct 2007 |
9.03%
Mar 2003 - Mar 2013 |
9.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart