Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Keeneland Retirement Plan Tactical Asset Allocation Moderate | NA | 10.09% | -2.61% | 3.35% | 3.63% | 5.32% | 6.38% | 7.25% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Keeneland Retirement 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 (%) | -1.34 | 10.09 | -2.61 | 3.35 | 3.63 | 5.32 | 6.38 | 7.25 | NA | -0.79 | 1.96 | -12.35 | 12.77 | 13.61 | 11.80 | -1.96 | 12.42 | 1.28 | -2.83 | 3.87 | 13.85 | 8.44 | 0.68 | 13.10 | 18.20 | -3.11 | 10.00 | 19.00 | 5.10 | 12.95 | 19.78 | 6.67 | 6.54 |
| Sharpe Ratio | NA | -0.66 | -0.80 | 0.01 | 0.21 | NA | NA | 0.73 | 0.01 | -0.78 | -0.30 | -1.42 | 1.44 | 1.56 | 2.12 | -0.41 | 2.61 | 0.23 | -0.50 | 0.54 | 2.03 | 1.58 | 0.07 | 0.98 | 2.23 | -0.88 | 0.69 | 1.99 | 0.38 | 1.56 | 3.62 | 1.21 | 1.20 |
| Standard Deviation(%) | NA | 9.34 | 8.94 | 8.90 | 7.46 | NA | NA | 7.58 | 7.57 | 9.43 | 7.67 | 9.70 | 8.87 | 8.60 | 4.89 | 7.90 | 4.51 | 4.66 | 5.77 | 7.08 | 6.81 | 5.32 | 9.40 | 13.30 | 8.13 | 4.57 | 10.10 | 7.91 | 7.64 | 7.70 | 5.27 | 4.60 | 3.53 |
| Draw Down(%) | NA | 6.19 | 16.29 | 17.97 | 17.97 | NA | NA | 17.97 | 0.52 | 6.19 | 7.87 | 13.18 | 3.98 | 10.40 | 2.38 | 8.13 | 2.49 | 4.08 | 6.68 | 4.23 | 6.83 | 3.73 | 9.30 | 9.17 | 3.65 | 8.04 | 7.01 | 6.48 | 5.28 | 9.35 | 2.67 | 5.95 | 1.75 |
| Yield(%) | NA | 4.12 | 4.21 | 4.66 | 4.14 | NA | NA | 4.20 | NA | 0.93 | 3.81 | 3.73 | 3.89 | 6.04 | 5.52 | 3.76 | 0.28 | 2.10 | 6.46 | 5.02 | 3.55 | 2.68 | 0.58 | 2.12 | 4.47 | 2.89 | 5.88 | 9.16 | 4.71 | 3.90 | 3.74 | 5.60 | 5.87 |
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 |
|---|---|---|---|---|
| Keeneland Retirement Plan Tactical Asset Allocation Moderate |
-3.93%
Dec 2021 - Dec 2024 |
2.41%
Dec 2013 - Dec 2018 |
3.20%
Oct 2013 - Oct 2023 |
4.77%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Keeneland Retirement Plan Tactical Asset Allocation Moderate |
14.38%
Mar 2003 - Mar 2006 |
14.13%
Oct 2002 - Oct 2007 |
11.34%
Apr 2001 - Apr 2011 |
8.84%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart