Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KFORCE 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.43% | 1.91% | 6.34% | 3.46% | 4.44% | 5.35% | 5.89% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KFORCE 401(k) RETIREMENT 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 (%) | -1.15 | 21.43 | 1.91 | 6.34 | 3.46 | 4.44 | 5.35 | 5.89 | NA | 8.98 | 10.80 | -12.75 | 8.82 | 14.43 | 8.86 | -4.17 | 1.81 | -1.47 | -0.79 | -0.76 | 17.24 | 8.26 | -2.78 | 8.11 | 14.73 | -2.77 | 9.73 | 13.56 | 3.81 | 11.78 | 16.62 | 0.17 | 6.98 |
| Sharpe Ratio | NA | 0.34 | -0.22 | 0.36 | 0.21 | NA | NA | 0.64 | 0.06 | 0.28 | 0.94 | -1.38 | 0.90 | 1.76 | 1.76 | -0.81 | 0.20 | -0.27 | -0.18 | -0.14 | 2.63 | 1.66 | -0.36 | 0.87 | 2.27 | -0.63 | 0.90 | 1.60 | 0.33 | 1.81 | 3.69 | -0.22 | 1.14 |
| Standard Deviation(%) | NA | 8.67 | 8.76 | 8.85 | 7.42 | NA | NA | 6.73 | 6.68 | 8.67 | 7.00 | 10.27 | 9.80 | 8.05 | 4.24 | 6.80 | 6.00 | 6.20 | 4.60 | 5.67 | 6.54 | 4.93 | 7.83 | 9.21 | 6.45 | 5.88 | 7.51 | 6.43 | 4.99 | 6.00 | 4.31 | 4.36 | 4.09 |
| Draw Down(%) | NA | 7.37 | 14.20 | 16.75 | 16.75 | NA | NA | 16.75 | 0.43 | 7.37 | 6.40 | 13.57 | 6.98 | 9.64 | 2.70 | 9.37 | 6.86 | 6.76 | 4.52 | 5.51 | 4.69 | 3.84 | 10.03 | 8.68 | 3.35 | 8.59 | 6.02 | 7.72 | 3.99 | 5.70 | 2.64 | 6.06 | 2.77 |
| Yield(%) | NA | 5.56 | 5.54 | 6.26 | 5.09 | NA | NA | 4.74 | NA | 0.72 | 5.40 | 4.28 | 6.64 | 6.88 | 8.60 | 4.85 | 0.15 | 2.12 | 5.18 | 6.76 | 4.59 | 6.15 | 2.27 | 3.40 | 4.42 | 4.46 | 4.36 | 6.00 | 3.16 | 3.12 | 3.43 | 5.21 | 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 |
|---|---|---|---|---|
| KFORCE 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.31%
Dec 2015 - Dec 2018 |
-1.09%
Dec 2013 - Dec 2018 |
1.62%
Oct 2013 - Oct 2023 |
3.29%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KFORCE 401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
12.60%
Apr 2003 - Apr 2006 |
11.69%
Oct 2002 - Oct 2007 |
8.55%
Jul 2003 - Jul 2013 |
6.88%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart