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 Strategic Asset Allocation - Equal Weight Moderate | NA | 21.49% | 3.09% | 7.68% | 6.78% | 7.04% | 6.53% | 6.93% |
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 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 (%) | -0.86 | 21.49 | 3.09 | 7.68 | 6.78 | 7.04 | 6.53 | 6.93 | NA | 7.36 | 12.81 | -10.70 | 5.22 | 20.18 | 18.83 | -4.20 | 13.04 | 6.20 | -0.08 | 4.61 | 11.38 | 9.50 | 0.61 | 10.18 | 18.97 | -17.64 | 9.54 | 10.05 | 6.72 | 9.30 | 21.56 | -3.36 | 6.91 |
| Sharpe Ratio | NA | 0.26 | -0.08 | 0.33 | 0.47 | NA | NA | 0.56 | 0.07 | 0.09 | 0.98 | -0.88 | 0.50 | 1.07 | 2.46 | -0.55 | 2.74 | 0.71 | -0.01 | 0.66 | 1.78 | 1.75 | 0.05 | 1.21 | 1.50 | -1.22 | 0.82 | 1.13 | 0.87 | 1.30 | 3.20 | -0.47 | 0.54 |
| Standard Deviation(%) | NA | 8.60 | 10.66 | 12.64 | 10.56 | NA | NA | 9.54 | 9.76 | 8.61 | 8.77 | 13.75 | 10.47 | 18.65 | 7.08 | 10.08 | 4.53 | 8.49 | 8.58 | 6.96 | 6.37 | 5.41 | 10.61 | 8.38 | 12.60 | 15.23 | 7.94 | 6.02 | 5.21 | 6.45 | 6.53 | 9.49 | 8.54 |
| Draw Down(%) | NA | 5.79 | 15.84 | 21.52 | 21.52 | NA | NA | 28.97 | 0.72 | 5.76 | 7.30 | 16.21 | 7.69 | 21.52 | 3.02 | 13.17 | 1.72 | 7.85 | 8.06 | 5.06 | 5.14 | 4.51 | 10.05 | 6.89 | 13.62 | 27.22 | 4.98 | 7.11 | 3.93 | 6.67 | 5.25 | 15.48 | 10.14 |
| Yield(%) | NA | 4.25 | 4.93 | 4.30 | 3.98 | NA | NA | 3.69 | NA | 0.67 | 4.39 | 4.89 | 4.50 | 3.94 | 2.82 | 4.91 | 0.39 | 5.95 | 4.21 | 2.83 | 0.67 | 2.09 | 2.02 | 2.93 | 2.76 | 3.86 | 5.94 | 4.86 | 4.93 | 3.37 | 3.15 | 3.40 | 5.49 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.19%
Feb 2006 - Feb 2009 |
0.36%
Feb 2004 - Feb 2009 |
4.50%
Feb 2006 - Feb 2016 |
4.83%
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 Strategic Asset Allocation - Equal Weight Moderate |
14.97%
Feb 2009 - Feb 2012 |
12.41%
Feb 2009 - Feb 2014 |
8.62%
Feb 2009 - Feb 2019 |
8.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart