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 | 15.18% | 0.54% | 4.38% | 4.32% | 5.96% | 6.26% | 7.00% |
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 (%) | -1.29 | 15.18 | 0.54 | 4.38 | 4.32 | 5.96 | 6.26 | 7.00 | NA | 1.69 | 7.90 | -12.19 | 4.37 | 16.04 | 17.08 | -8.20 | 14.21 | 3.64 | 0.07 | 2.27 | 8.33 | 12.48 | 1.61 | 15.94 | 30.02 | -23.59 | 12.19 | 13.40 | 10.50 | 10.67 | 27.35 | 0.32 | 5.43 |
| Sharpe Ratio | NA | -0.50 | -0.54 | 0.05 | 0.26 | NA | NA | 0.60 | -0.01 | -0.63 | 0.53 | -1.20 | 0.48 | 0.94 | 2.32 | -1.01 | 3.07 | 0.42 | 0.01 | 0.37 | 1.34 | 2.23 | 0.15 | 1.90 | 2.56 | -1.53 | 1.11 | 1.54 | 1.72 | 1.58 | 4.87 | -0.13 | 0.44 |
| Standard Deviation(%) | NA | 7.69 | 8.85 | 10.94 | 9.38 | NA | NA | 8.79 | 4.89 | 7.79 | 6.84 | 11.31 | 9.04 | 16.74 | 6.75 | 9.40 | 4.42 | 8.22 | 7.87 | 6.14 | 6.20 | 5.56 | 10.31 | 8.34 | 11.69 | 16.07 | 8.30 | 6.60 | 4.85 | 6.15 | 5.48 | 5.90 | 7.08 |
| Draw Down(%) | NA | 7.43 | 17.23 | 21.36 | 21.36 | NA | NA | 32.74 | 0.56 | 7.38 | 6.80 | 17.82 | 6.69 | 21.36 | 3.31 | 14.79 | 1.72 | 5.99 | 8.55 | 5.63 | 6.31 | 4.77 | 10.57 | 6.49 | 11.73 | 32.63 | 6.60 | 8.69 | 3.84 | 7.83 | 2.95 | 10.66 | 10.14 |
| Yield(%) | NA | 3.02 | 4.32 | 3.81 | 3.40 | NA | NA | 4.78 | NA | 0.60 | 3.16 | 3.22 | 5.87 | 3.95 | 2.08 | 4.31 | 0.22 | 2.51 | 4.53 | 3.86 | 3.59 | 3.48 | 3.56 | 3.72 | 3.89 | 4.04 | 14.83 | 9.34 | 7.87 | 7.00 | 4.35 | 4.63 | 5.41 |
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 |
-4.46%
Feb 2006 - Feb 2009 |
1.41%
Mar 2015 - Mar 2020 |
3.29%
Oct 2013 - Oct 2023 |
4.22%
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 |
20.08%
Feb 2009 - Feb 2012 |
15.77%
Oct 2002 - Oct 2007 |
10.42%
Mar 2003 - Mar 2013 |
8.81%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart