Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 19.96% | 1.54% | 4.88% | 4.42% | 5.54% | 7.85% | 8.15% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT 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 (%) | -0.90 | 19.96 | 1.54 | 4.88 | 4.42 | 5.54 | 7.85 | 8.15 | NA | 4.17 | 16.64 | -14.63 | 9.44 | 6.81 | 14.50 | -3.47 | 11.72 | 5.62 | -5.30 | 2.67 | 9.10 | 8.58 | 0.09 | 12.92 | 22.18 | 0.73 | 20.87 | 19.98 | 11.84 | 13.93 | 19.44 | 4.32 | 1.85 |
| Sharpe Ratio | NA | -0.09 | -0.21 | 0.16 | 0.33 | NA | NA | 0.80 | 0.08 | -0.29 | 1.40 | -1.62 | 1.01 | 0.71 | 3.47 | -0.63 | 2.28 | 1.09 | -0.86 | 0.47 | 1.38 | 1.89 | 0.01 | 1.08 | 1.98 | -0.03 | 1.37 | 1.66 | 1.48 | 1.49 | 3.09 | 0.57 | -0.08 |
| Standard Deviation(%) | NA | 8.47 | 9.10 | 9.18 | 7.62 | NA | NA | 8.06 | 9.23 | 8.51 | 8.86 | 9.86 | 9.29 | 9.25 | 3.77 | 7.59 | 4.87 | 4.97 | 6.19 | 5.64 | 6.58 | 4.50 | 9.62 | 11.83 | 11.16 | 6.06 | 13.05 | 10.07 | 6.54 | 8.70 | 6.07 | 5.67 | 5.55 |
| Draw Down(%) | NA | 4.82 | 14.64 | 17.30 | 17.30 | NA | NA | 17.30 | 0.72 | 4.82 | 7.00 | 15.42 | 4.97 | 12.46 | 2.39 | 10.26 | 2.28 | 4.38 | 10.31 | 5.39 | 7.39 | 3.26 | 9.72 | 8.80 | 4.87 | 5.46 | 9.96 | 13.85 | 5.63 | 10.77 | 3.91 | 5.37 | 5.72 |
| Yield(%) | NA | 6.28 | 4.95 | 4.95 | 4.11 | NA | NA | 4.43 | NA | 0.76 | 6.19 | 3.17 | 4.95 | 5.12 | 5.38 | 4.41 | 0.56 | 4.30 | 2.94 | 4.36 | 5.37 | 3.88 | 5.31 | 4.91 | 3.13 | 4.64 | 8.15 | 5.92 | 4.60 | 3.06 | 4.69 | 3.84 | 2.35 |
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 |
|---|---|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT PLAN Tactical Asset Allocation Moderate |
-0.07%
Dec 2019 - Dec 2022 |
1.98%
Dec 2017 - Dec 2022 |
3.01%
Oct 2013 - Oct 2023 |
4.88%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT PLAN Tactical Asset Allocation Moderate |
21.82%
Oct 2004 - Oct 2007 |
18.23%
Oct 2002 - Oct 2007 |
13.17%
Apr 2001 - Apr 2011 |
10.34%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart