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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.54% | 3.06% | 6.11% | 5.21% | 6.20% | 5.64% | 6.44% |
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 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 (%) | -1.11 | 23.54 | 3.06 | 6.11 | 5.21 | 6.20 | 5.64 | 6.44 | NA | 6.88 | 12.90 | -12.75 | 4.68 | 17.72 | 14.60 | -7.94 | 11.79 | 3.92 | 1.10 | 2.45 | 13.54 | 12.07 | 2.55 | 8.91 | 18.27 | -21.27 | 8.02 | 11.78 | 4.08 | 12.11 | 24.76 | 0.69 | 5.71 |
| Sharpe Ratio | NA | 0.21 | -0.17 | 0.26 | 0.36 | NA | NA | 0.56 | 0.08 | 0.03 | 1.11 | -1.11 | 0.48 | 1.29 | 2.16 | -0.97 | 2.49 | 0.43 | 0.13 | 0.36 | 2.30 | 2.04 | 0.21 | 1.08 | 1.66 | -1.56 | 0.74 | 1.68 | 0.41 | 1.86 | 5.00 | -0.07 | 0.55 |
| Standard Deviation(%) | NA | 9.05 | 10.12 | 10.83 | 9.37 | NA | NA | 8.56 | 6.01 | 9.15 | 7.80 | 12.75 | 9.70 | 13.57 | 6.10 | 9.51 | 4.47 | 8.72 | 8.35 | 6.75 | 5.88 | 5.89 | 11.94 | 8.16 | 10.96 | 14.19 | 6.84 | 5.06 | 4.66 | 6.02 | 4.81 | 6.25 | 6.19 |
| Draw Down(%) | NA | 6.24 | 19.33 | 20.75 | 20.75 | NA | NA | 32.62 | 0.43 | 6.24 | 6.25 | 20.37 | 6.80 | 16.51 | 2.76 | 15.02 | 1.91 | 7.79 | 7.58 | 6.27 | 5.25 | 4.18 | 11.59 | 7.68 | 13.98 | 30.40 | 4.20 | 5.62 | 3.67 | 5.89 | 3.75 | 11.08 | 8.15 |
| Yield(%) | NA | 6.58 | 5.59 | 4.67 | 3.60 | NA | NA | 4.17 | NA | 0.71 | 6.65 | 3.66 | 5.53 | 4.95 | 1.90 | 0.79 | 0.32 | 3.81 | 5.05 | 3.78 | 4.11 | 2.78 | 3.78 | 2.88 | 4.54 | 4.34 | 7.12 | 5.24 | 4.16 | 4.99 | 5.48 | 3.52 | 5.85 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.54%
Feb 2006 - Feb 2009 |
-0.28%
Feb 2004 - Feb 2009 |
3.49%
Oct 2013 - Oct 2023 |
3.43%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Great Plains Energy Incorporated 401(k) Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
15.34%
Feb 2009 - Feb 2012 |
13.48%
Oct 2002 - Oct 2007 |
8.16%
Feb 2009 - Feb 2019 |
7.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart