Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| General Kinematics Profit Sharing and Employee`s 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 0.33% | 4.04% | 9.20% | 6.84% | 8.46% | 9.65% | 10.20% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| General Kinematics Profit Sharing and Employee`s 401(k) Savings 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 (%) | -0.69 | 0.33 | 4.04 | 9.20 | 6.84 | 8.46 | 9.65 | 10.20 | 0.01 | 12.68 | -16.19 | 15.13 | 35.94 | 21.05 | -2.37 | 18.42 | 3.73 | -4.27 | 2.52 | 11.37 | 5.39 | 3.73 | 11.82 | 28.72 | -4.05 | 19.50 | 19.84 | 14.46 | 13.25 | 23.25 | 10.43 | 5.12 |
| Sharpe Ratio | NA | 0.30 | 0.03 | 0.91 | 0.78 | NA | NA | 1.06 | -0.03 | 0.87 | -1.62 | 1.36 | 2.72 | 2.58 | -0.42 | 3.21 | 0.65 | -0.67 | 0.39 | 1.60 | 0.91 | 0.42 | 0.85 | 2.49 | -0.90 | 1.39 | 1.77 | 1.78 | 1.41 | 3.92 | 1.77 | 0.76 |
| Standard Deviation(%) | NA | 9.75 | 10.41 | 10.69 | 8.87 | NA | NA | 8.67 | 8.22 | 9.73 | 10.87 | 11.14 | 13.13 | 7.62 | 8.67 | 5.54 | 5.38 | 6.39 | 6.44 | 7.09 | 5.87 | 8.80 | 13.80 | 11.51 | 5.50 | 11.85 | 9.37 | 6.90 | 8.72 | 5.75 | 5.28 | 3.69 |
| Draw Down(%) | NA | 8.28 | 18.69 | 18.69 | 18.69 | NA | NA | 18.69 | 1.82 | 8.52 | 18.19 | 7.76 | 8.31 | 3.24 | 10.30 | 2.36 | 4.53 | 9.49 | 6.46 | 6.77 | 5.74 | 6.95 | 9.79 | 4.87 | 7.43 | 9.57 | 11.37 | 5.11 | 12.44 | 4.20 | 6.90 | 3.08 |
| Yield(%) | NA | 3.51 | 3.72 | 2.96 | 2.76 | NA | NA | 4.05 | 0.09 | 3.68 | 2.28 | 5.27 | 1.19 | 2.65 | 2.77 | 2.32 | 2.77 | 2.21 | 2.87 | 2.08 | 3.25 | 2.93 | 2.63 | 3.55 | 2.75 | 11.10 | 12.54 | 5.62 | 5.83 | 3.80 | 3.09 | 5.77 |
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 |
|---|---|---|---|---|
| General Kinematics Profit Sharing and Employee`s 401(k) Savings Plan Tactical Asset Allocation Moderate |
0.60%
Dec 2013 - Dec 2016 |
2.70%
Apr 2011 - Apr 2016 |
6.03%
Apr 2010 - Apr 2020 |
7.79%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| General Kinematics Profit Sharing and Employee`s 401(k) Savings Plan Tactical Asset Allocation Moderate |
23.74%
Dec 2018 - Dec 2021 |
19.50%
Oct 2002 - Oct 2007 |
14.47%
Apr 2001 - Apr 2011 |
11.06%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart