Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kelly Hart and Hallman LLP 401K Plan Tactical Asset Allocation Moderate | NA | 4.18% | 2.69% | 5.12% | 4.06% | 6.09% | 7.53% | 8.22% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kelly Hart and Hallman LLP 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.20 | 4.18 | 2.69 | 5.12 | 4.06 | 6.09 | 7.53 | 8.22 | 0.65 | 15.57 | -12.80 | 4.50 | 18.25 | 17.23 | -4.41 | 9.62 | 6.33 | -3.91 | 1.02 | 16.00 | 5.98 | 0.22 | 6.63 | 26.62 | -3.86 | 19.10 | 16.97 | 13.27 | 10.11 | 23.33 | 6.43 | 7.85 |
| Sharpe Ratio | NA | 0.80 | -0.01 | 0.58 | 0.49 | NA | NA | 0.92 | 0.05 | 1.48 | -1.50 | 0.47 | 1.46 | 2.26 | -0.76 | 1.71 | 1.11 | -0.78 | 0.15 | 2.33 | 0.94 | 0.02 | 0.61 | 2.62 | -0.86 | 1.42 | 1.54 | 1.81 | 1.11 | 4.39 | 1.10 | 1.07 |
| Standard Deviation(%) | NA | 7.65 | 8.81 | 9.35 | 7.90 | NA | NA | 7.83 | 7.68 | 7.65 | 9.45 | 9.45 | 12.31 | 7.01 | 7.50 | 5.25 | 5.52 | 5.03 | 6.78 | 6.85 | 6.28 | 7.79 | 10.71 | 10.14 | 5.55 | 11.31 | 8.91 | 6.13 | 8.23 | 5.15 | 4.83 | 5.19 |
| Draw Down(%) | NA | 6.71 | 17.73 | 17.73 | 17.73 | NA | NA | 17.73 | 2.02 | 6.71 | 14.06 | 6.75 | 16.25 | 3.23 | 11.23 | 2.94 | 3.34 | 7.65 | 6.42 | 5.11 | 6.09 | 6.32 | 8.59 | 4.85 | 7.02 | 8.53 | 12.42 | 5.07 | 9.91 | 2.58 | 5.52 | 4.00 |
| Yield(%) | NA | 3.82 | 4.23 | 4.77 | 3.64 | NA | NA | 4.77 | 0.01 | 4.12 | 2.79 | 5.93 | 8.32 | 2.88 | 3.94 | 0.22 | 2.43 | 3.18 | 2.94 | 5.30 | 4.86 | 3.38 | 4.00 | 5.42 | 3.08 | 10.23 | 9.34 | 6.67 | 2.76 | 4.23 | 5.74 | 7.89 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Kelly Hart and Hallman LLP 401K Plan Tactical Asset Allocation Moderate |
1.06%
Dec 2013 - Dec 2016 |
1.58%
Dec 2013 - Dec 2018 |
3.80%
Mar 2010 - Mar 2020 |
5.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kelly Hart and Hallman LLP 401K Plan Tactical Asset Allocation Moderate |
20.08%
Oct 2004 - Oct 2007 |
17.50%
Oct 2002 - Oct 2007 |
12.63%
Apr 2001 - Apr 2011 |
9.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart