Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Great Plains Energy Incorporated 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 20.10% | -0.34% | 4.78% | 4.19% | 5.41% | 6.12% | 6.93% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Great Plains Energy Incorporated 401(k) 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 (%) | -1.24 | 20.10 | -0.34 | 4.78 | 4.19 | 5.41 | 6.12 | 6.93 | NA | 3.80 | 11.14 | -17.24 | 9.15 | 13.10 | 10.76 | -5.03 | 8.00 | 8.88 | -3.76 | 0.90 | 13.97 | 7.50 | 3.90 | 10.38 | 13.67 | -1.62 | 11.22 | 13.58 | 5.34 | 10.02 | 17.73 | 6.56 | 7.69 |
| Sharpe Ratio | NA | -0.14 | -0.49 | 0.10 | 0.24 | NA | NA | 0.68 | 0.06 | -0.25 | 0.94 | -1.96 | 0.98 | 1.51 | 2.01 | -0.83 | 1.56 | 1.62 | -0.61 | 0.14 | 1.91 | 1.61 | 0.47 | 1.44 | 1.55 | -0.28 | 0.72 | 1.39 | 0.54 | 1.17 | 2.60 | 1.06 | 0.91 |
| Standard Deviation(%) | NA | 11.06 | 9.43 | 9.26 | 7.73 | NA | NA | 7.57 | 10.62 | 11.04 | 7.30 | 9.51 | 9.35 | 8.55 | 4.67 | 7.62 | 4.71 | 5.35 | 6.17 | 6.26 | 7.31 | 4.62 | 8.31 | 7.15 | 8.75 | 9.20 | 11.37 | 7.40 | 5.88 | 7.73 | 6.56 | 5.13 | 5.93 |
| Draw Down(%) | NA | 10.33 | 16.76 | 21.24 | 21.24 | NA | NA | 21.24 | 0.89 | 10.33 | 5.92 | 18.02 | 6.67 | 9.81 | 2.56 | 10.84 | 2.36 | 4.33 | 7.83 | 6.87 | 5.77 | 4.72 | 6.02 | 6.73 | 5.15 | 14.46 | 9.54 | 8.51 | 4.58 | 7.15 | 4.80 | 2.14 | 4.38 |
| Yield(%) | NA | 3.69 | 3.94 | 4.50 | 3.73 | NA | NA | 3.97 | NA | 0.81 | 3.44 | 3.35 | 4.36 | 5.93 | 5.43 | 2.86 | 0.36 | 3.53 | 3.06 | 5.16 | 3.07 | 4.88 | 2.77 | 4.05 | 3.54 | 3.32 | 6.80 | 5.92 | 2.89 | 3.38 | 2.66 | 3.03 | 6.64 |
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 |
|---|---|---|---|---|
| Great Plains Energy Incorporated 401(k) Savings Plan Tactical Asset Allocation Moderate |
-1.53%
Dec 2021 - Dec 2024 |
1.45%
Dec 2017 - Dec 2022 |
2.52%
Oct 2013 - Oct 2023 |
4.21%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Great Plains Energy Incorporated 401(k) Savings Plan Tactical Asset Allocation Moderate |
13.05%
Oct 2004 - Oct 2007 |
13.21%
Oct 2002 - Oct 2007 |
9.99%
Apr 2001 - Apr 2011 |
8.15%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart