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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Rummel Klepper&Kahl LLP Pre-Tax Savings Plan Tactical Asset Allocation Moderate NA -3.98% 3.15% 1.43% 4.55% 5.97% NA 7.03%
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Rummel Klepper&Kahl LLP Pre-Tax Savings Plan Tactical Asset Allocation Moderate 12/31/2000 12/31/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -0.29 -3.98 3.15 1.43 4.55 5.97 NA 7.03 -1.11 6.37 5.11 -3.90 -2.31 14.66 6.46 -0.86 4.23 17.96 -0.18 12.24 13.99 4.10 9.60 19.67 7.99 7.96
Sharpe Ratio NA -0.35 0.47 0.05 0.58 NA NA 0.82 -0.35 1.06 1.12 -0.74 -0.37 2.12 1.18 -0.10 0.37 2.04 -0.24 0.96 1.35 0.35 1.25 3.45 1.66 1.16
Standard Deviation(%) NA 6.93 5.66 5.71 7.24 NA NA 6.87 6.93 5.40 4.38 5.28 6.25 6.92 5.43 9.06 11.15 8.78 4.53 9.61 7.90 5.48 6.94 5.51 4.14 4.86
Draw Down(%) NA 6.55 6.55 8.50 11.10 NA NA 11.10 6.55 4.89 3.44 5.65 5.86 5.10 5.03 10.00 11.10 5.10 3.35 6.73 9.79 3.86 6.53 3.05 2.26 3.72
Yield(%) NA 0.94 1.85 2.65 3.17 NA NA 3.98 0.94 0.14 4.23 4.68 3.24 5.03 4.06 0.95 4.26 4.05 3.11 4.55 6.90 4.02 3.54 4.04 6.22 7.69
Data as of 10/31/2018, 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
Rummel Klepper&Kahl LLP Pre-Tax Savings Plan Tactical Asset Allocation Moderate -0.50%
Feb 2014 - Feb 2017
1.23%
Nov 2013 - Nov 2018
4.38%
Mar 2008 - Mar 2018
5.89%
Nov 2003 - Nov 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Rummel Klepper&Kahl LLP Pre-Tax Savings Plan Tactical Asset Allocation Moderate 12.82%
Oct 2004 - Oct 2007
12.77%
Oct 2002 - Oct 2007
10.12%
Apr 2001 - Apr 2011
7.38%
Jun 2001 - Jun 2016
Annualized Rolling Returns Comparison Chart