Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KENNAMETAL RETIREMENT INCOME SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.24% | 4.60% | 9.36% | 6.52% | 6.83% | 7.53% | 7.41% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KENNAMETAL RETIREMENT INCOME 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 (%) | -0.86 | 18.24 | 4.60 | 9.36 | 6.52 | 6.83 | 7.53 | 7.41 | NA | 7.44 | 13.11 | -7.58 | 13.75 | 21.86 | 9.43 | -1.88 | 8.71 | 4.41 | -2.26 | -1.02 | 17.02 | 5.64 | 3.37 | 8.98 | 17.38 | -1.49 | 10.35 | 13.86 | 6.67 | 11.68 | 16.36 | -2.00 | 1.37 |
| Sharpe Ratio | NA | 0.25 | -0.01 | 0.72 | 0.60 | NA | NA | 0.78 | 0.07 | 0.11 | 1.07 | -0.67 | 1.56 | 2.55 | 1.35 | -0.38 | 1.62 | 1.03 | -0.46 | -0.16 | 2.62 | 1.15 | 0.45 | 0.83 | 1.98 | -0.41 | 0.71 | 1.31 | 0.69 | 1.46 | 2.89 | -0.89 | -1.19 |
| Standard Deviation(%) | NA | 7.53 | 10.07 | 9.54 | 7.91 | NA | NA | 7.44 | 5.42 | 7.56 | 8.28 | 13.39 | 8.80 | 8.50 | 5.94 | 8.32 | 4.98 | 4.08 | 5.02 | 6.60 | 6.47 | 4.86 | 7.48 | 10.76 | 8.74 | 5.93 | 10.40 | 8.07 | 6.49 | 7.34 | 5.42 | 3.50 | 0.79 |
| Draw Down(%) | NA | 4.94 | 15.39 | 15.39 | 15.39 | NA | NA | 15.39 | 0.40 | 4.94 | 6.31 | 15.39 | 5.13 | 8.00 | 4.21 | 9.02 | 3.02 | 3.26 | 5.61 | 5.68 | 4.26 | 4.61 | 5.50 | 9.70 | 4.69 | 9.59 | 7.46 | 10.48 | 5.24 | 6.77 | 2.83 | 5.10 | 0.72 |
| Yield(%) | NA | 3.27 | 2.87 | 3.44 | 3.54 | NA | NA | 3.48 | NA | 0.82 | 3.34 | 1.62 | 3.16 | 6.52 | 3.06 | 3.16 | 0.10 | 3.57 | 4.98 | 5.87 | 2.95 | 3.22 | 2.37 | 3.69 | 4.91 | 3.63 | 6.10 | 4.52 | 3.73 | 3.08 | 2.44 | 0.91 | 2.27 |
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 |
|---|---|---|---|---|
| KENNAMETAL RETIREMENT INCOME SAVINGS PLAN Tactical Asset Allocation Moderate |
0.34%
Dec 2013 - Dec 2016 |
1.50%
Dec 2013 - Dec 2018 |
4.78%
Mar 2010 - Mar 2020 |
5.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KENNAMETAL RETIREMENT INCOME SAVINGS PLAN Tactical Asset Allocation Moderate |
14.90%
Dec 2018 - Dec 2021 |
12.56%
Oct 2002 - Oct 2007 |
9.97%
Jul 2003 - Jul 2013 |
8.03%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart