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 Strategic Asset Allocation - Equal Weight Moderate | NA | 3.98% | 1.65% | 3.95% | 2.91% | 5.70% | 5.75% | 6.36% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.26 | 3.98 | 1.65 | 3.95 | 2.91 | 5.70 | 5.75 | 6.36 | 0.37 | 9.92 | -10.65 | 5.77 | 15.36 | 13.10 | -12.77 | 10.09 | 5.43 | 0.29 | 4.91 | 7.03 | 10.95 | -2.56 | 15.90 | 28.66 | -21.95 | 8.06 | 16.71 | 10.06 | 16.88 | 27.18 | 0.80 | 5.03 |
| Sharpe Ratio | NA | 0.14 | -0.07 | 0.32 | 0.29 | NA | NA | 0.51 | 0.01 | 0.72 | -1.05 | 0.66 | 0.76 | 1.70 | -1.28 | 1.95 | 0.65 | 0.03 | 0.80 | 1.00 | 1.53 | -0.20 | 1.38 | 1.51 | -1.10 | 0.48 | 1.71 | 1.25 | 2.06 | 4.86 | -0.05 | 0.43 |
| Standard Deviation(%) | NA | 7.62 | 9.37 | 11.90 | 10.10 | NA | NA | 10.62 | 5.99 | 7.87 | 11.50 | 8.77 | 19.83 | 6.88 | 10.98 | 4.85 | 8.10 | 7.94 | 6.15 | 7.03 | 7.12 | 13.10 | 11.46 | 18.97 | 20.73 | 10.54 | 7.84 | 6.33 | 7.75 | 5.46 | 6.14 | 6.34 |
| Draw Down(%) | NA | 6.66 | 17.98 | 23.94 | 24.68 | NA | NA | 37.61 | 1.27 | 6.66 | 16.50 | 5.56 | 23.94 | 3.45 | 17.83 | 3.19 | 6.84 | 7.88 | 4.68 | 7.97 | 6.37 | 13.96 | 7.54 | 18.67 | 34.68 | 7.92 | 8.62 | 4.61 | 8.88 | 3.50 | 10.28 | 8.44 |
| Yield(%) | NA | 8.40 | 5.34 | 4.13 | 3.57 | NA | NA | 4.38 | 0.12 | 8.76 | 2.80 | 4.73 | 3.34 | 1.43 | 2.87 | 0.37 | 3.36 | 3.84 | 4.64 | 4.77 | 2.61 | 3.20 | 3.06 | 3.15 | 2.77 | 13.61 | 9.43 | 5.72 | 5.29 | 3.40 | 2.73 | 4.71 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.20%
Feb 2006 - Feb 2009 |
-0.79%
Mar 2015 - Mar 2020 |
2.91%
Mar 2010 - Mar 2020 |
3.32%
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 Strategic Asset Allocation - Equal Weight Moderate |
21.33%
Feb 2009 - Feb 2012 |
17.41%
Oct 2002 - Oct 2007 |
10.44%
Mar 2003 - Mar 2013 |
8.78%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart