Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN Tactical Asset Allocation Moderate | NA | 32.20% | 9.14% | 8.39% | 5.90% | 6.42% | 7.31% | 7.70% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KYOCERA RETIREMENT SAVINGS AND STOCK BONUS 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 (%) | -0.52 | 32.20 | 9.14 | 8.39 | 5.90 | 6.42 | 7.31 | 7.70 | NA | 17.17 | 22.90 | -10.90 | 5.56 | 8.55 | 11.07 | -2.28 | 7.06 | 1.99 | 0.74 | 0.79 | 15.43 | 8.35 | 2.78 | 7.47 | 17.32 | -3.07 | 12.54 | 14.67 | 7.55 | 11.38 | 17.97 | 1.50 | 6.98 |
| Sharpe Ratio | NA | 1.39 | 0.61 | 0.61 | 0.56 | NA | NA | 0.88 | 0.10 | 1.12 | 2.29 | -1.14 | 0.55 | 1.01 | 2.00 | -0.50 | 1.22 | 0.44 | 0.15 | 0.13 | 2.31 | 1.59 | 0.39 | 0.79 | 2.41 | -0.98 | 1.02 | 1.60 | 0.96 | 1.53 | 3.37 | 0.10 | 1.14 |
| Standard Deviation(%) | NA | 9.37 | 9.52 | 9.41 | 7.63 | NA | NA | 6.98 | 10.31 | 9.41 | 8.14 | 10.76 | 10.06 | 8.26 | 4.83 | 7.13 | 5.28 | 4.06 | 4.61 | 6.18 | 6.65 | 5.23 | 7.00 | 9.31 | 7.15 | 4.09 | 9.33 | 7.11 | 5.60 | 6.81 | 5.12 | 3.88 | 4.09 |
| Draw Down(%) | NA | 5.18 | 15.16 | 16.97 | 16.97 | NA | NA | 16.97 | 0.72 | 5.18 | 5.03 | 16.87 | 7.51 | 10.04 | 3.03 | 8.57 | 5.86 | 3.89 | 4.83 | 5.83 | 5.66 | 4.29 | 5.31 | 6.70 | 3.90 | 6.56 | 6.82 | 8.62 | 4.58 | 6.31 | 3.33 | 5.39 | 2.77 |
| Yield(%) | NA | 16.19 | 12.20 | 9.24 | 6.06 | NA | NA | 5.10 | NA | 4.40 | 15.72 | 6.94 | 9.79 | 4.54 | 4.61 | 4.53 | 0.34 | 2.83 | 1.44 | 5.02 | 3.25 | 3.88 | 2.34 | 3.89 | 4.31 | 2.95 | 6.14 | 8.22 | 3.23 | 3.90 | 2.95 | 5.28 | 6.93 |
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 |
|---|---|---|---|---|
| KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN Tactical Asset Allocation Moderate |
-0.10%
Jun 2019 - Jun 2022 |
1.31%
Oct 2017 - Oct 2022 |
3.23%
Oct 2013 - Oct 2023 |
4.35%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN Tactical Asset Allocation Moderate |
14.62%
Oct 2004 - Oct 2007 |
13.66%
Oct 2002 - Oct 2007 |
9.90%
Mar 2003 - Mar 2013 |
8.48%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart