Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN Tactical Asset Allocation Moderate | NA | 13.97% | -0.06% | 4.29% | 3.12% | 4.74% | 7.24% | 8.84% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KING STREET CAPITAL MANAGEMENT L.P. 401K 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 (%) | -1.39 | 13.97 | -0.06 | 4.29 | 3.12 | 4.74 | 7.24 | 8.84 | NA | -2.15 | 7.74 | -13.23 | 14.16 | 13.22 | 4.60 | -3.12 | 11.72 | 3.61 | -7.40 | 1.27 | 12.45 | 11.09 | -1.02 | 11.87 | 29.62 | -6.27 | 21.09 | 15.08 | 14.51 | 14.26 | 32.53 | 17.25 | 7.42 |
| Sharpe Ratio | NA | 1.10 | 0.37 | 0.47 | 0.34 | NA | NA | 0.71 | 0.18 | -0.82 | 0.45 | -1.58 | 1.34 | 1.23 | 0.62 | -0.58 | 2.11 | 0.58 | -1.23 | 0.19 | 1.92 | 2.19 | -0.11 | 0.96 | 2.92 | -1.34 | 1.50 | 1.30 | 1.77 | 1.60 | 6.04 | 3.33 | 0.79 |
| Standard Deviation(%) | NA | 50.36 | 29.96 | 24.12 | 17.59 | NA | NA | 12.93 | 350.10 | 10.61 | 7.71 | 9.24 | 10.55 | 10.55 | 5.14 | 7.69 | 5.25 | 5.90 | 6.06 | 6.70 | 6.47 | 5.04 | 9.19 | 12.22 | 10.12 | 5.36 | 12.11 | 9.08 | 6.95 | 8.30 | 5.27 | 4.85 | 6.45 |
| Draw Down(%) | NA | 8.64 | 14.36 | 16.20 | 18.60 | NA | NA | 18.60 | 1.03 | 8.64 | 8.24 | 13.53 | 6.96 | 16.20 | 2.37 | 10.73 | 3.22 | 5.74 | 9.83 | 7.73 | 5.46 | 3.18 | 8.47 | 9.06 | 5.18 | 9.98 | 10.21 | 13.69 | 5.59 | 12.05 | 3.37 | 2.90 | 3.62 |
| Yield(%) | NA | 5.84 | 5.06 | 4.70 | 4.40 | NA | NA | 5.01 | NA | 0.82 | 5.73 | 2.65 | 6.27 | 5.92 | 2.31 | 5.11 | 0.41 | 2.29 | 5.28 | 7.50 | 6.36 | 4.91 | 5.21 | 3.81 | 3.37 | 2.44 | 10.58 | 9.08 | 4.88 | 3.89 | 4.86 | 4.81 | 6.69 |
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 |
|---|---|---|---|---|
| KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN Tactical Asset Allocation Moderate |
-2.93%
Dec 2021 - Dec 2024 |
-0.27%
Mar 2015 - Mar 2020 |
2.05%
Oct 2013 - Oct 2023 |
3.99%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KING STREET CAPITAL MANAGEMENT L.P. 401K PLAN Tactical Asset Allocation Moderate |
22.53%
Oct 2004 - Oct 2007 |
21.40%
Oct 2002 - Oct 2007 |
15.40%
Apr 2001 - Apr 2011 |
11.02%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart