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 Strategic Asset Allocation - Equal Weight Moderate | NA | 35.64% | 10.30% | 11.45% | 8.22% | 8.40% | 8.03% | 8.53% |
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 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 (%) | -0.63 | 35.64 | 10.30 | 11.45 | 8.22 | 8.40 | 8.03 | 8.53 | NA | 18.05 | 21.25 | -11.03 | 8.67 | 17.96 | 15.73 | -3.89 | 12.53 | 4.45 | 1.80 | 1.86 | 15.59 | 11.68 | -1.67 | 13.36 | 24.47 | -18.14 | 12.51 | 10.13 | 9.82 | 12.54 | 21.45 | -0.62 | 8.18 |
| Sharpe Ratio | NA | 1.54 | 0.54 | 0.64 | 0.64 | NA | NA | 0.72 | 0.13 | 1.31 | 1.92 | -0.92 | 0.82 | 1.01 | 2.00 | -0.52 | 2.41 | 0.50 | 0.22 | 0.27 | 2.59 | 1.67 | -0.13 | 1.41 | 2.01 | -1.15 | 1.18 | 1.13 | 1.45 | 2.03 | 3.48 | -0.25 | 0.84 |
| Standard Deviation(%) | NA | 8.70 | 10.62 | 12.34 | 10.36 | NA | NA | 9.57 | 7.39 | 8.76 | 8.85 | 13.55 | 10.57 | 17.59 | 7.15 | 9.98 | 4.94 | 8.56 | 8.17 | 6.76 | 6.01 | 6.96 | 13.58 | 9.40 | 12.14 | 16.57 | 8.09 | 6.05 | 5.29 | 5.70 | 5.97 | 6.97 | 6.99 |
| Draw Down(%) | NA | 5.49 | 17.99 | 21.92 | 21.92 | NA | NA | 29.19 | 0.44 | 5.49 | 6.10 | 20.09 | 7.56 | 21.92 | 3.85 | 13.36 | 2.03 | 7.75 | 7.72 | 5.93 | 3.95 | 5.57 | 14.23 | 7.53 | 13.46 | 28.56 | 5.44 | 6.94 | 3.72 | 4.85 | 5.48 | 12.31 | 8.30 |
| Yield(%) | NA | 15.04 | 12.76 | 9.50 | 6.90 | NA | NA | 5.39 | NA | 4.48 | 13.92 | 7.34 | 12.00 | 2.67 | 5.99 | 9.85 | 0.69 | 2.96 | 5.10 | 3.62 | 4.38 | 2.36 | 2.79 | 4.01 | 3.29 | 5.63 | 7.57 | 6.95 | 3.98 | 3.82 | 2.43 | 3.58 | 4.66 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-2.87%
Feb 2006 - Feb 2009 |
2.16%
Feb 2004 - Feb 2009 |
5.05%
Mar 2010 - Mar 2020 |
4.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.06%
Feb 2009 - Feb 2012 |
14.48%
Feb 2009 - Feb 2014 |
9.70%
Mar 2003 - Mar 2013 |
9.38%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart