Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Hill and Knowlton Retirement and 401k Savings Plan Tactical Asset Allocation Moderate | NA | 25.27% | 2.61% | 7.37% | 5.72% | 5.86% | 6.24% | 6.67% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hill and Knowlton Retirement and 401k 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 (%) | -0.94 | 25.27 | 2.61 | 7.37 | 5.72 | 5.86 | 6.24 | 6.67 | NA | 6.73 | 16.33 | -15.81 | 8.09 | 22.61 | 8.37 | -1.38 | 10.31 | 4.79 | -2.59 | 4.53 | 13.34 | 2.52 | 0.87 | 7.68 | 10.59 | -0.93 | 9.65 | 10.46 | 4.91 | 10.66 | 18.35 | 0.76 | 5.75 |
| Sharpe Ratio | NA | 0.15 | -0.18 | 0.42 | 0.44 | NA | NA | 0.67 | 0.05 | 0.02 | 1.36 | -1.15 | 0.88 | 2.88 | 1.36 | -0.36 | 1.88 | 0.93 | -0.53 | 0.76 | 1.92 | 0.48 | 0.11 | 0.70 | 1.39 | -0.43 | 0.72 | 0.95 | 0.47 | 1.38 | 3.43 | -0.08 | 1.03 |
| Standard Deviation(%) | NA | 8.90 | 11.30 | 10.29 | 8.28 | NA | NA | 7.44 | 7.10 | 8.94 | 8.91 | 14.93 | 9.21 | 7.78 | 5.14 | 7.46 | 5.16 | 4.94 | 4.95 | 5.95 | 6.94 | 5.11 | 7.52 | 10.84 | 7.55 | 4.35 | 9.22 | 7.60 | 5.85 | 7.04 | 5.15 | 4.49 | 3.34 |
| Draw Down(%) | NA | 6.29 | 21.70 | 22.50 | 22.50 | NA | NA | 22.50 | 0.57 | 6.22 | 9.11 | 21.99 | 4.52 | 6.53 | 2.78 | 9.44 | 1.94 | 4.30 | 5.00 | 5.04 | 4.49 | 4.77 | 5.47 | 9.14 | 4.59 | 7.34 | 6.08 | 8.92 | 4.35 | 6.87 | 2.69 | 5.78 | 2.31 |
| Yield(%) | NA | 4.56 | 4.31 | 4.02 | 3.49 | NA | NA | 3.34 | NA | 0.69 | 4.37 | 3.61 | 4.25 | 5.74 | 2.28 | 3.32 | 0.15 | 6.16 | 1.33 | 3.89 | 0.55 | 1.66 | 1.57 | 2.48 | 3.02 | 2.98 | 4.98 | 4.43 | 3.74 | 3.13 | 3.44 | 3.87 | 5.10 |
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 |
|---|---|---|---|---|
| Hill and Knowlton Retirement and 401k Savings Plan Tactical Asset Allocation Moderate |
0.68%
Apr 2021 - Apr 2024 |
2.37%
Sep 2017 - Sep 2022 |
3.72%
Oct 2013 - Oct 2023 |
4.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hill and Knowlton Retirement and 401k Savings Plan Tactical Asset Allocation Moderate |
12.92%
Apr 2003 - Apr 2006 |
11.61%
Oct 2002 - Oct 2007 |
8.08%
Apr 2001 - Apr 2011 |
7.08%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart