Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 17.37% | -0.47% | 3.88% | 2.03% | 3.67% | 6.44% | 7.49% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing 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 (%) | -1.15 | 17.37 | -0.47 | 3.88 | 2.03 | 3.67 | 6.44 | 7.49 | NA | 5.91 | 7.06 | -13.18 | 6.78 | 12.47 | 0.77 | -6.62 | 8.35 | 8.57 | -8.11 | -1.20 | 12.81 | 8.09 | 0.04 | 11.17 | 26.66 | -2.75 | 19.96 | 18.83 | 10.80 | 17.73 | 28.96 | 7.19 | 1.87 |
| Sharpe Ratio | NA | 0.07 | -0.47 | 0.12 | 0.04 | NA | NA | 0.73 | 0.07 | -0.07 | 0.40 | -1.63 | 0.78 | 1.09 | -0.12 | -1.13 | 1.43 | 1.58 | -1.50 | -0.18 | 1.81 | 1.62 | 0.00 | 0.82 | 2.30 | -0.56 | 1.38 | 1.72 | 1.25 | 1.91 | 5.95 | 1.26 | -0.13 |
| Standard Deviation(%) | NA | 9.24 | 8.50 | 9.13 | 7.61 | NA | NA | 8.10 | 9.33 | 9.28 | 7.05 | 8.91 | 8.62 | 11.18 | 5.11 | 7.04 | 5.41 | 5.28 | 5.41 | 6.82 | 7.04 | 4.95 | 9.83 | 13.53 | 11.55 | 6.59 | 12.29 | 9.04 | 6.92 | 8.79 | 4.75 | 4.82 | 3.35 |
| Draw Down(%) | NA | 6.84 | 16.46 | 18.84 | 20.66 | NA | NA | 20.66 | 0.65 | 6.84 | 5.96 | 13.75 | 4.82 | 12.86 | 5.35 | 12.75 | 2.37 | 4.02 | 10.05 | 7.33 | 4.75 | 4.76 | 10.25 | 9.70 | 5.76 | 10.02 | 10.64 | 13.49 | 6.71 | 12.34 | 1.82 | 8.02 | 3.29 |
| Yield(%) | NA | 4.26 | 3.38 | 3.37 | 3.04 | NA | NA | 4.03 | NA | 0.79 | 4.17 | 2.48 | 2.98 | 4.55 | 2.30 | 4.01 | 0.35 | 3.72 | 1.87 | 3.60 | 4.21 | 4.17 | 2.48 | 3.11 | 5.72 | 3.68 | 5.06 | 9.07 | 9.48 | 4.66 | 3.19 | 2.29 | 4.80 |
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 |
|---|---|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.87%
Mar 2017 - Mar 2020 |
-1.14%
Feb 2018 - Feb 2023 |
0.48%
Oct 2013 - Oct 2023 |
3.23%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
22.17%
Jul 2004 - Jul 2007 |
20.62%
Oct 2002 - Oct 2007 |
14.30%
Apr 2001 - Apr 2011 |
10.41%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart