Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 24.21% | 4.93% | 18.85% | 11.52% | 10.33% | 8.81% | 8.72% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing 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 (%) | -1.15 | 24.21 | 4.93 | 18.85 | 11.52 | 10.33 | 8.81 | 8.72 | NA | 5.78 | 14.68 | -7.25 | 7.58 | 85.12 | 14.28 | -7.95 | 11.39 | 5.30 | 3.05 | 4.52 | 13.10 | 11.58 | -1.56 | 9.39 | 20.01 | -22.60 | 6.26 | 12.59 | 8.76 | 11.47 | 20.73 | -1.12 | 0.97 |
| Sharpe Ratio | NA | -0.03 | 0.00 | 0.56 | 0.48 | NA | NA | 0.47 | 0.06 | -0.09 | 1.18 | -0.66 | 0.86 | 1.48 | 2.00 | -1.07 | 2.23 | 0.61 | 0.35 | 0.68 | 2.00 | 1.84 | -0.13 | 0.98 | 1.39 | -1.28 | 0.38 | 1.41 | 1.12 | 1.66 | 2.91 | -0.25 | -0.18 |
| Standard Deviation(%) | NA | 9.04 | 10.52 | 27.19 | 19.94 | NA | NA | 14.80 | 5.97 | 9.09 | 8.83 | 13.10 | 8.78 | 57.19 | 6.45 | 8.69 | 4.83 | 8.30 | 8.74 | 6.61 | 6.53 | 6.27 | 12.08 | 9.54 | 14.29 | 18.33 | 8.66 | 6.60 | 5.91 | 6.35 | 6.88 | 8.77 | 7.29 |
| Draw Down(%) | NA | 7.54 | 16.28 | 24.21 | 24.24 | NA | NA | 35.49 | 0.42 | 7.43 | 6.86 | 16.28 | 5.07 | 24.21 | 3.89 | 13.86 | 2.52 | 6.08 | 8.04 | 5.88 | 6.40 | 4.94 | 12.15 | 7.82 | 15.67 | 31.81 | 6.76 | 7.15 | 4.02 | 6.17 | 6.06 | 12.97 | 9.49 |
| Yield(%) | NA | 5.28 | 4.60 | 4.46 | 4.05 | NA | NA | 4.20 | NA | 0.46 | 5.59 | 4.17 | 3.79 | 9.25 | 2.75 | 4.77 | 0.38 | 3.76 | 5.65 | 4.03 | 3.65 | 3.95 | 4.33 | 3.18 | 4.21 | 4.34 | 5.32 | 3.82 | 4.35 | 4.07 | 2.96 | 3.89 | 3.97 |
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 |
|---|---|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.22%
Feb 2006 - Feb 2009 |
-0.57%
Feb 2004 - Feb 2009 |
3.98%
Mar 2010 - Mar 2020 |
4.15%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
31.54%
Dec 2018 - Dec 2021 |
19.91%
Sep 2019 - Sep 2024 |
13.11%
Sep 2011 - Sep 2021 |
11.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart