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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Kohl`s Department Stores Inc Savings Plan Strategic Asset Allocation - Equal Weight Moderate NA 32.24% 10.79% 12.32% 8.51% 8.47% 7.84% 8.01%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Kohl`s Department Stores Inc Savings 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 (%) -0.50 32.24 10.79 12.32 8.51 8.47 7.84 8.01 NA 17.50 22.76 -6.03 4.87 19.00 16.78 -5.41 10.98 4.73 2.77 2.15 14.97 11.97 -0.73 10.81 21.53 -18.61 10.17 10.84 7.92 12.22 19.58 -3.37 6.00
Sharpe Ratio NA 1.61 0.75 0.75 0.70 NA NA 0.68 0.15 1.43 2.39 -0.59 0.51 1.06 2.18 -0.74 2.20 0.53 0.32 0.32 2.56 2.03 -0.07 1.16 1.76 -1.28 0.89 1.10 1.09 1.60 2.71 -0.48 0.47
Standard Deviation(%) NA 7.59 9.62 11.65 9.89 NA NA 9.31 5.98 7.61 7.73 12.61 9.43 17.66 7.05 9.10 4.70 8.61 8.52 6.71 5.84 5.87 11.53 9.24 12.19 15.20 8.09 6.86 5.29 7.03 6.98 9.26 7.90
Draw Down(%) NA 5.59 14.32 22.46 22.46 NA NA 28.62 0.33 5.59 4.63 14.53 5.45 22.46 3.78 12.19 2.89 8.27 8.03 5.81 4.15 4.24 12.42 7.52 12.42 28.62 5.42 7.48 3.40 5.76 6.59 13.22 8.13
Yield(%) NA 16.44 10.60 7.86 5.50 NA NA 4.89 NA 5.09 15.14 6.74 3.98 3.26 4.52 4.79 0.91 1.97 5.53 2.93 2.47 2.67 3.27 4.06 4.18 6.35 7.57 4.87 4.55 4.23 3.48 4.13 5.74
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
Kohl`s Department Stores Inc Savings Plan Strategic Asset Allocation - Equal Weight Moderate -3.51%
Feb 2006 - Feb 2009
1.50%
Feb 2004 - Feb 2009
4.85%
Mar 2010 - Mar 2020
4.90%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Kohl`s Department Stores Inc Savings Plan Strategic Asset Allocation - Equal Weight Moderate 15.28%
Feb 2009 - Feb 2012
13.39%
Feb 2009 - Feb 2014
8.72%
Nov 2014 - Nov 2024
9.26%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart