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 Strategic Asset Allocation - Equal Weight Moderate | NA | 22.97% | 3.75% | 6.66% | 4.86% | 6.40% | 5.98% | 6.00% |
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 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 (%) | -0.96 | 22.97 | 3.75 | 6.66 | 4.86 | 6.40 | 5.98 | 6.00 | NA | 5.49 | 13.24 | -8.68 | 6.59 | 14.11 | 16.25 | -7.83 | 0.87 | 5.82 | 0.30 | 3.91 | 16.28 | 12.25 | 1.30 | 12.33 | 22.49 | -20.66 | 9.57 | 10.99 | 4.84 | 10.98 | 18.61 | -5.52 | 1.49 |
| Sharpe Ratio | NA | -0.05 | -0.08 | 0.29 | 0.28 | NA | NA | 0.46 | 0.10 | -0.14 | 1.09 | -0.76 | 0.70 | 0.79 | 2.18 | -1.05 | 0.04 | 0.71 | 0.03 | 0.55 | 2.53 | 1.89 | 0.11 | 1.33 | 1.76 | -1.39 | 0.90 | 1.41 | 0.54 | 1.55 | 2.77 | -0.72 | -0.10 |
| Standard Deviation(%) | NA | 8.04 | 10.14 | 11.86 | 10.01 | NA | NA | 9.40 | 6.20 | 8.05 | 8.23 | 13.27 | 9.34 | 17.52 | 6.82 | 8.73 | 6.31 | 7.87 | 8.72 | 7.10 | 6.43 | 6.45 | 12.11 | 9.20 | 12.70 | 15.55 | 7.30 | 5.50 | 4.91 | 6.47 | 6.46 | 9.23 | 8.34 |
| Draw Down(%) | NA | 6.64 | 14.74 | 21.37 | 21.37 | NA | NA | 31.62 | 0.34 | 6.64 | 7.23 | 14.86 | 6.23 | 21.37 | 2.90 | 14.13 | 6.45 | 8.78 | 8.49 | 5.41 | 5.12 | 4.68 | 12.59 | 7.92 | 14.30 | 28.84 | 4.70 | 5.93 | 3.28 | 6.52 | 7.34 | 14.07 | 9.87 |
| Yield(%) | NA | 6.17 | 5.45 | 5.37 | 5.57 | NA | NA | 4.94 | NA | 0.68 | 6.25 | 3.81 | 5.86 | 6.53 | 4.01 | 6.73 | 0.28 | 3.72 | 11.47 | 6.66 | 5.39 | 6.28 | 2.98 | 3.44 | 3.92 | 6.53 | 6.81 | 4.93 | 2.76 | 2.73 | 3.34 | 3.28 | 5.17 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.01%
Feb 2006 - Feb 2009 |
-0.20%
Mar 2015 - Mar 2020 |
3.24%
Oct 2013 - Oct 2023 |
4.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KFORCE 401(k) RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.03%
Feb 2009 - Feb 2012 |
14.78%
Feb 2009 - Feb 2014 |
8.64%
Mar 2003 - Mar 2013 |
7.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart