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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.18% | 5.17% | 8.31% | 6.09% | 6.18% | 9.19% | 9.78% |
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 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 (%) | -1.05 | 19.18 | 5.17 | 8.31 | 6.09 | 6.18 | 9.19 | 9.78 | NA | 8.06 | 9.42 | -7.53 | 12.42 | 16.35 | 14.39 | -7.65 | 12.32 | 10.41 | -3.53 | -1.54 | 9.21 | 10.65 | -5.03 | 13.71 | 125.40 | -24.01 | 7.17 | 16.13 | 8.15 | 17.47 | 28.37 | 1.66 | 2.76 |
| Sharpe Ratio | NA | 0.30 | -0.08 | 0.43 | 0.46 | NA | NA | 0.54 | 0.02 | 0.19 | 0.70 | -0.79 | 1.13 | 0.92 | 1.96 | -1.02 | 2.22 | 1.10 | -0.43 | -0.22 | 1.39 | 1.93 | -0.46 | 1.37 | 2.17 | -1.33 | 0.51 | 2.22 | 1.23 | 2.53 | 5.89 | 0.10 | 0.08 |
| Standard Deviation(%) | NA | 7.60 | 8.94 | 11.56 | 9.85 | NA | NA | 14.82 | 4.87 | 7.65 | 7.33 | 11.31 | 10.95 | 17.54 | 6.63 | 8.81 | 5.26 | 9.28 | 8.30 | 7.09 | 6.61 | 5.49 | 11.04 | 9.95 | 57.73 | 18.72 | 8.12 | 5.79 | 4.88 | 6.55 | 4.70 | 5.58 | 5.78 |
| Draw Down(%) | NA | 5.00 | 14.88 | 22.42 | 22.42 | NA | NA | 37.87 | 0.42 | 5.00 | 8.17 | 14.98 | 5.50 | 22.42 | 3.85 | 14.00 | 1.89 | 6.82 | 10.71 | 7.76 | 7.18 | 5.27 | 13.85 | 7.77 | 17.18 | 35.31 | 6.61 | 6.86 | 4.20 | 8.55 | 2.37 | 11.40 | 7.85 |
| Yield(%) | NA | 4.30 | 4.57 | 3.86 | 3.17 | NA | NA | 4.27 | NA | 0.75 | 4.50 | 2.75 | 6.15 | 3.30 | 2.16 | 2.99 | 0.34 | 2.73 | 3.78 | 2.56 | 4.53 | 4.11 | 3.18 | 3.15 | 5.79 | 6.68 | 8.75 | 7.03 | 7.06 | 4.32 | 3.60 | 3.56 | 4.40 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.19%
Feb 2006 - Feb 2009 |
0.28%
Feb 2004 - Feb 2009 |
2.94%
Mar 2010 - Mar 2020 |
5.78%
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 Strategic Asset Allocation - Equal Weight Moderate |
43.11%
Feb 2009 - Feb 2012 |
27.48%
Feb 2009 - Feb 2014 |
15.72%
Apr 2001 - Apr 2011 |
12.24%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart