Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Keeneland Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 22.81% | 2.54% | 6.15% | 4.94% | 6.16% | 6.35% | 7.62% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Keeneland Retirement 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 (%) | -1.36 | 22.81 | 2.54 | 6.15 | 4.94 | 6.16 | 6.35 | 7.62 | NA | 4.41 | 12.39 | -12.45 | 11.49 | 11.15 | 19.48 | -7.21 | 8.23 | 0.53 | 1.82 | 6.47 | 4.72 | 12.83 | -0.71 | 14.21 | 30.33 | -21.99 | 5.96 | 17.44 | 11.26 | 16.28 | 21.69 | 3.85 | 13.51 |
| Sharpe Ratio | NA | -0.18 | -0.23 | 0.20 | 0.28 | NA | NA | 0.51 | 0.01 | -0.26 | 0.87 | -1.08 | 1.34 | 0.59 | 2.82 | -0.99 | 1.67 | 0.04 | 0.21 | 1.10 | 0.60 | 1.73 | -0.04 | 1.00 | 1.36 | -0.94 | 0.28 | 1.82 | 1.23 | 1.97 | 3.17 | 0.33 | 1.61 |
| Standard Deviation(%) | NA | 8.29 | 10.33 | 12.16 | 10.10 | NA | NA | 11.60 | 6.84 | 8.36 | 9.35 | 12.80 | 8.54 | 18.56 | 6.40 | 8.58 | 4.55 | 8.72 | 8.35 | 5.89 | 7.80 | 7.39 | 17.72 | 14.13 | 22.28 | 24.50 | 10.49 | 7.78 | 7.37 | 7.79 | 6.63 | 8.44 | 6.98 |
| Draw Down(%) | NA | 6.42 | 16.14 | 23.36 | 23.36 | NA | NA | 36.90 | 0.48 | 6.42 | 8.71 | 17.79 | 4.26 | 23.36 | 2.68 | 11.65 | 3.93 | 7.46 | 7.85 | 4.20 | 8.12 | 5.97 | 16.74 | 9.34 | 17.17 | 36.25 | 6.37 | 6.90 | 4.48 | 8.31 | 5.00 | 11.23 | 7.44 |
| Yield(%) | NA | 4.50 | 5.08 | 4.98 | 4.35 | NA | NA | 4.36 | NA | 0.84 | 4.47 | 3.74 | 6.63 | 4.17 | 5.47 | 3.95 | 0.45 | 1.49 | 8.51 | 4.07 | 0.85 | 4.36 | 1.23 | 3.41 | 3.94 | 6.19 | 8.93 | 6.59 | 5.19 | 3.59 | 3.20 | 4.08 | 5.05 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.39%
Feb 2006 - Feb 2009 |
0.77%
Mar 2015 - Mar 2020 |
3.08%
Oct 2013 - Oct 2023 |
4.04%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Keeneland Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
21.17%
Feb 2009 - Feb 2012 |
15.92%
Oct 2002 - Oct 2007 |
10.76%
Apr 2001 - Apr 2011 |
8.47%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart