Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kehe Distributors Inc. 401K Retirement Savings Plan Nonunion Employees Strategic Asset Allocation - Equal Weight Moderate | NA | 20.58% | 1.53% | 5.60% | 4.36% | 4.98% | 5.45% | 6.01% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kehe Distributors Inc. 401K Retirement Savings Plan Nonunion Employees 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 (%) | -1.36 | 20.58 | 1.53 | 5.60 | 4.36 | 4.98 | 5.45 | 6.01 | NA | 7.44 | 9.87 | -10.97 | -2.28 | 21.16 | 14.89 | -8.84 | 14.64 | 5.26 | -2.98 | -2.61 | 12.02 | 9.88 | -4.52 | 10.62 | 31.26 | -25.33 | 12.47 | 12.64 | 10.79 | 12.36 | 25.00 | -2.02 | 1.85 |
| Sharpe Ratio | NA | 0.39 | -0.16 | 0.19 | 0.28 | NA | NA | 0.47 | 0.14 | 0.09 | 0.70 | -0.99 | -0.22 | 1.18 | 1.76 | -1.04 | 2.73 | 0.54 | -0.35 | -0.38 | 1.98 | 1.50 | -0.39 | 1.14 | 2.45 | -1.61 | 1.06 | 1.54 | 1.77 | 2.01 | 4.17 | -0.46 | -0.07 |
| Standard Deviation(%) | NA | 8.95 | 10.01 | 12.02 | 10.31 | NA | NA | 9.45 | 9.60 | 8.93 | 8.02 | 12.46 | 10.26 | 17.75 | 7.66 | 9.72 | 5.13 | 9.40 | 8.59 | 6.98 | 6.05 | 6.57 | 11.56 | 9.20 | 12.74 | 16.34 | 8.92 | 6.10 | 4.86 | 5.69 | 5.83 | 6.87 | 6.68 |
| Draw Down(%) | NA | 6.88 | 17.46 | 24.80 | 24.80 | NA | NA | 33.63 | 0.52 | 6.88 | 7.30 | 17.53 | 11.41 | 21.65 | 4.40 | 15.45 | 3.21 | 7.97 | 11.58 | 7.03 | 5.21 | 6.41 | 14.44 | 7.50 | 10.61 | 31.94 | 7.20 | 7.99 | 4.14 | 5.96 | 4.98 | 12.34 | 10.84 |
| Yield(%) | NA | 4.69 | 3.04 | 2.59 | 2.69 | NA | NA | 3.29 | NA | 0.51 | 4.97 | 2.20 | 1.25 | 1.73 | 2.37 | 3.74 | 0.26 | 0.08 | 6.13 | 3.71 | 2.43 | 1.89 | 1.84 | 1.61 | 2.39 | 3.52 | 9.42 | 9.65 | 4.35 | 2.71 | 2.67 | 2.50 | 3.61 |
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 |
|---|---|---|---|---|
| Kehe Distributors Inc. 401K Retirement Savings Plan Nonunion Employees Strategic Asset Allocation - Equal Weight Moderate |
-4.53%
Feb 2006 - Feb 2009 |
0.48%
Sep 2017 - Sep 2022 |
2.57%
Oct 2013 - Oct 2023 |
2.70%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kehe Distributors Inc. 401K Retirement Savings Plan Nonunion Employees Strategic Asset Allocation - Equal Weight Moderate |
18.17%
Mar 2003 - Mar 2006 |
15.74%
Oct 2002 - Oct 2007 |
8.90%
Mar 2003 - Mar 2013 |
7.58%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart