Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 33.68% | 11.20% | 10.81% | 7.77% | 8.43% | 7.70% | 7.76% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND 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 (%) | -0.89 | 33.68 | 11.20 | 10.81 | 7.77 | 8.43 | 7.70 | 7.76 | NA | 20.04 | 20.77 | -6.53 | 10.20 | 11.09 | 16.81 | -3.60 | 6.67 | 3.00 | 1.56 | 6.85 | 11.74 | 10.79 | 1.04 | 14.12 | 28.07 | -20.63 | 4.05 | 13.75 | 8.60 | 11.71 | 24.45 | -9.10 | 6.17 |
| Sharpe Ratio | NA | 1.98 | 0.78 | 0.68 | 0.59 | NA | NA | 0.56 | 0.07 | 1.84 | 2.08 | -0.64 | 1.13 | 0.54 | 2.44 | -0.59 | 1.32 | 0.34 | 0.18 | 1.05 | 1.79 | 1.65 | 0.08 | 1.23 | 1.39 | -0.95 | 0.11 | 1.47 | 0.99 | 1.22 | 2.77 | -0.86 | 0.34 |
| Standard Deviation(%) | NA | 7.24 | 9.50 | 12.28 | 10.09 | NA | NA | 11.12 | 7.02 | 7.30 | 7.95 | 12.42 | 9.03 | 19.99 | 6.31 | 8.28 | 4.58 | 8.24 | 8.30 | 6.53 | 6.55 | 6.51 | 13.04 | 11.42 | 20.06 | 22.69 | 9.73 | 7.14 | 6.53 | 8.84 | 8.59 | 11.80 | 11.18 |
| Draw Down(%) | NA | 3.87 | 13.50 | 26.45 | 26.45 | NA | NA | 35.67 | 0.48 | 3.83 | 5.03 | 14.66 | 4.93 | 26.45 | 2.72 | 10.69 | 3.96 | 8.31 | 6.62 | 4.42 | 5.63 | 5.18 | 12.71 | 7.95 | 17.54 | 34.13 | 6.64 | 6.96 | 4.13 | 7.35 | 7.83 | 18.28 | 12.58 |
| Yield(%) | NA | 14.47 | 10.87 | 8.41 | 6.13 | NA | NA | 5.13 | NA | 4.40 | 14.06 | 7.89 | 5.50 | 4.19 | 5.55 | 4.50 | 1.00 | 4.90 | 6.27 | 2.80 | 2.70 | 3.85 | 3.78 | 4.51 | 4.23 | 5.36 | 6.90 | 5.56 | 5.27 | 2.81 | 2.77 | 3.26 | 5.97 |
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 |
|---|---|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND PLAN Strategic Asset Allocation - Equal Weight Moderate |
-7.20%
Feb 2006 - Feb 2009 |
-0.68%
Feb 2004 - Feb 2009 |
4.45%
Mar 2010 - Mar 2020 |
4.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.69%
Feb 2009 - Feb 2012 |
16.30%
Feb 2009 - Feb 2014 |
9.87%
Feb 2009 - Feb 2019 |
9.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart