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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.58% | 2.42% | 7.27% | 5.40% | 6.50% | 6.68% | 7.26% |
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 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 (%) | -0.84 | 19.58 | 2.42 | 7.27 | 5.40 | 6.50 | 6.68 | 7.26 | NA | 4.21 | 10.00 | -10.47 | 4.03 | 20.86 | 17.33 | -8.49 | 12.53 | 3.71 | -1.16 | 6.69 | 7.98 | 10.78 | 1.05 | 12.76 | 25.75 | -19.44 | 9.27 | 13.62 | 10.39 | 14.00 | 23.91 | 0.25 | 3.52 |
| Sharpe Ratio | NA | -0.20 | -0.29 | 0.22 | 0.31 | NA | NA | 0.58 | -0.01 | -0.28 | 0.71 | -0.94 | 0.42 | 1.17 | 2.18 | -0.93 | 2.52 | 0.40 | -0.14 | 1.20 | 1.39 | 2.16 | 0.11 | 1.56 | 1.59 | -1.25 | 0.77 | 1.75 | 1.64 | 2.34 | 4.75 | -0.15 | 0.16 |
| Standard Deviation(%) | NA | 8.49 | 9.97 | 11.84 | 10.18 | NA | NA | 9.32 | 6.32 | 8.52 | 8.11 | 12.65 | 9.59 | 17.62 | 7.31 | 10.52 | 4.73 | 8.74 | 8.47 | 5.56 | 5.70 | 4.97 | 9.63 | 8.11 | 16.14 | 16.35 | 8.12 | 5.93 | 5.01 | 5.58 | 4.89 | 5.69 | 7.58 |
| Draw Down(%) | NA | 7.56 | 18.65 | 20.74 | 20.74 | NA | NA | 32.34 | 0.67 | 7.50 | 7.08 | 18.67 | 7.25 | 20.74 | 4.16 | 15.16 | 2.54 | 6.90 | 10.20 | 4.59 | 5.76 | 3.78 | 9.70 | 6.33 | 14.76 | 30.43 | 5.61 | 7.65 | 3.91 | 6.89 | 4.79 | 10.83 | 11.70 |
| Yield(%) | NA | 3.36 | 4.14 | 3.92 | 3.53 | NA | NA | 3.85 | NA | 0.78 | 3.33 | 3.65 | 4.85 | 3.99 | 2.89 | 4.00 | 0.47 | 3.34 | 3.94 | 4.33 | 3.55 | 3.41 | 3.45 | 3.41 | 3.43 | 7.39 | 4.99 | 6.42 | 5.73 | 3.11 | 3.29 | 2.37 | 2.37 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.48%
Feb 2006 - Feb 2009 |
0.87%
Mar 2015 - Mar 2020 |
4.11%
Sep 2012 - Sep 2022 |
4.22%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
18.54%
Feb 2009 - Feb 2012 |
15.49%
Oct 2002 - Oct 2007 |
9.98%
Mar 2003 - Mar 2013 |
8.58%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart