Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 21.80% | 1.65% | 7.11% | 6.48% | 7.26% | 6.52% | 6.93% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIMBALL INTERNATIONAL INC. 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 (%) | -1.20 | 21.80 | 1.65 | 7.11 | 6.48 | 7.26 | 6.52 | 6.93 | NA | 6.06 | 11.18 | -13.95 | 10.94 | 18.63 | 20.24 | -5.32 | 13.17 | 5.16 | -0.68 | 6.22 | 9.06 | 10.21 | 2.46 | 13.13 | 20.18 | -19.85 | 4.15 | 13.69 | 6.98 | 13.07 | 18.73 | -0.38 | 4.24 |
| Sharpe Ratio | NA | 0.08 | -0.26 | 0.27 | 0.41 | NA | NA | 0.51 | 0.03 | -0.06 | 0.75 | -1.07 | 1.14 | 0.96 | 2.81 | -0.71 | 2.44 | 0.59 | -0.08 | 0.98 | 1.35 | 1.79 | 0.19 | 1.25 | 1.19 | -1.01 | 0.13 | 1.58 | 0.82 | 1.82 | 3.46 | -0.20 | 0.31 |
| Standard Deviation(%) | NA | 9.25 | 11.23 | 12.94 | 10.71 | NA | NA | 10.33 | 7.88 | 9.35 | 9.29 | 14.31 | 9.59 | 19.11 | 6.71 | 9.38 | 5.13 | 8.42 | 8.97 | 6.34 | 6.71 | 5.69 | 12.47 | 10.47 | 16.85 | 20.58 | 9.03 | 6.61 | 5.86 | 6.68 | 5.21 | 7.29 | 6.17 |
| Draw Down(%) | NA | 6.02 | 18.40 | 22.29 | 22.29 | NA | NA | 33.81 | 0.56 | 6.02 | 9.04 | 19.55 | 6.31 | 22.29 | 3.27 | 11.19 | 2.56 | 7.42 | 10.72 | 4.37 | 7.16 | 4.34 | 10.86 | 6.72 | 16.08 | 32.29 | 6.21 | 5.94 | 4.00 | 7.89 | 4.12 | 10.66 | 7.06 |
| Yield(%) | NA | 3.86 | 4.17 | 3.67 | 3.29 | NA | NA | 3.76 | NA | 0.81 | 3.96 | 3.32 | 4.42 | 3.60 | 2.34 | 3.27 | 0.50 | 3.44 | 4.26 | 2.96 | 3.84 | 3.42 | 2.87 | 2.88 | 3.41 | 4.75 | 5.42 | 5.00 | 4.06 | 4.39 | 3.82 | 4.56 | 5.21 |
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 |
|---|---|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.68%
Feb 2006 - Feb 2009 |
-0.33%
Feb 2004 - Feb 2009 |
4.37%
Nov 2006 - Nov 2016 |
4.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.14%
Feb 2009 - Feb 2012 |
14.00%
Feb 2009 - Feb 2014 |
9.28%
Feb 2009 - Feb 2019 |
8.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart