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 - Optimal Moderate | NA | 22.03% | 0.74% | 5.14% | 5.01% | 6.72% | 6.32% | 7.17% |
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 - Optimal 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 (%) | -1.21 | 22.03 | 0.74 | 5.14 | 5.01 | 6.72 | 6.32 | 7.17 | NA | 5.38 | 7.82 | -14.14 | 5.45 | 19.17 | 17.20 | -5.94 | 10.15 | 5.80 | 0.52 | 1.90 | 10.54 | 13.78 | 3.10 | 15.86 | 27.03 | -26.56 | 14.24 | 9.85 | 8.52 | 10.78 | 26.18 | -1.89 | 12.28 |
| Sharpe Ratio | NA | 0.00 | -0.45 | 0.14 | 0.23 | NA | NA | 0.44 | 0.00 | -0.14 | 0.45 | -1.25 | 0.57 | 1.10 | 2.22 | -0.23 | 1.78 | 0.66 | 0.06 | 0.29 | 1.49 | 1.79 | 0.21 | 1.41 | 1.62 | -1.24 | 1.20 | 0.81 | 0.94 | 1.23 | 2.93 | -0.27 | 1.01 |
| Standard Deviation(%) | NA | 8.28 | 9.78 | 11.60 | 13.57 | NA | NA | 12.34 | 5.04 | 8.42 | 7.90 | 12.39 | 9.54 | 17.15 | 7.10 | 30.89 | 5.35 | 8.42 | 8.30 | 6.55 | 7.04 | 7.66 | 14.41 | 11.16 | 16.60 | 22.10 | 9.39 | 8.08 | 6.77 | 7.97 | 8.69 | 11.10 | 9.87 |
| Draw Down(%) | NA | 6.40 | 20.19 | 21.73 | 29.23 | NA | NA | 39.32 | 0.48 | 6.34 | 9.60 | 20.80 | 7.29 | 21.73 | 3.22 | 26.86 | 3.49 | 5.72 | 8.83 | 5.96 | 7.20 | 6.28 | 12.84 | 7.96 | 17.22 | 36.65 | 6.91 | 9.12 | 4.48 | 7.41 | 6.57 | 16.07 | 9.71 |
| Yield(%) | NA | 3.67 | 4.41 | 4.11 | 3.64 | NA | NA | 3.95 | NA | 0.59 | 3.49 | 4.16 | 4.69 | 5.31 | 1.87 | 4.92 | 0.28 | 2.84 | 5.60 | 2.66 | 3.54 | 2.92 | 2.99 | 1.96 | 1.95 | 3.55 | 11.69 | 7.55 | 4.65 | 4.67 | 3.19 | 2.63 | 3.07 |
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 - Optimal Moderate |
-7.54%
Feb 2006 - Feb 2009 |
-0.89%
Feb 2004 - Feb 2009 |
3.34%
Oct 2013 - Oct 2023 |
4.25%
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 - Optimal Moderate |
22.39%
Feb 2009 - Feb 2012 |
16.81%
Feb 2009 - Feb 2014 |
10.11%
Feb 2009 - Feb 2019 |
8.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart