Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kite`s 401K and Profit Sharing Tactical Asset Allocation Moderate | NA | 33.30% | 10.34% | 9.04% | 6.34% | 6.77% | 6.87% | 7.42% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kite`s 401K and Profit Sharing 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 (%) | -0.74 | 33.30 | 10.34 | 9.04 | 6.34 | 6.77 | 6.87 | 7.42 | NA | 19.66 | 19.62 | -4.50 | 1.69 | 7.75 | 9.05 | -3.66 | 8.17 | 12.10 | -4.62 | 1.94 | 14.33 | 6.93 | 3.77 | 8.16 | 19.30 | -1.13 | 8.53 | 9.37 | 1.35 | 8.00 | 16.69 | 5.45 | 7.20 |
| Sharpe Ratio | NA | 1.38 | 0.85 | 0.66 | 0.59 | NA | NA | 0.80 | 0.09 | 1.21 | 2.11 | -0.72 | 0.17 | 0.79 | 1.76 | -0.62 | 1.40 | 1.56 | -0.78 | 0.32 | 2.04 | 1.65 | 0.46 | 0.94 | 2.66 | -0.42 | 0.55 | 0.73 | -0.14 | 0.92 | 2.30 | 1.34 | 1.11 |
| Standard Deviation(%) | NA | 10.81 | 8.93 | 9.26 | 7.96 | NA | NA | 7.34 | 10.74 | 10.80 | 7.30 | 8.19 | 9.93 | 9.56 | 4.33 | 7.96 | 5.37 | 7.61 | 6.00 | 5.95 | 6.99 | 4.16 | 8.12 | 8.54 | 7.22 | 4.93 | 10.14 | 8.29 | 5.77 | 7.70 | 6.94 | 3.23 | 4.41 |
| Draw Down(%) | NA | 9.05 | 9.05 | 13.62 | 13.62 | NA | NA | 13.62 | 0.56 | 9.05 | 4.06 | 9.28 | 6.79 | 13.62 | 2.02 | 10.01 | 2.69 | 4.18 | 7.32 | 5.62 | 5.64 | 3.97 | 6.45 | 8.18 | 3.84 | 7.52 | 6.81 | 9.55 | 5.56 | 6.90 | 4.88 | 2.00 | 3.06 |
| Yield(%) | NA | 16.08 | 10.77 | 8.79 | 6.66 | NA | NA | 5.07 | NA | 4.47 | 15.44 | 7.71 | 4.52 | 6.96 | 4.67 | 2.43 | 0.55 | 12.25 | 2.48 | 5.14 | 4.87 | 4.57 | 3.71 | 3.94 | 3.78 | 3.77 | 4.51 | 4.29 | 1.82 | 1.89 | 2.49 | 3.42 | 6.92 |
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 |
|---|---|---|---|---|
| Kite`s 401K and Profit Sharing Tactical Asset Allocation Moderate |
0.14%
Oct 2017 - Oct 2020 |
1.51%
Jul 2017 - Jul 2022 |
3.69%
May 2013 - May 2023 |
4.78%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kite`s 401K and Profit Sharing Tactical Asset Allocation Moderate |
14.27%
Nov 2021 - Nov 2024 |
10.78%
Feb 2009 - Feb 2014 |
8.78%
Apr 2001 - Apr 2011 |
7.61%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart