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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KENYON & KENYON LLP RETIREMENT SAVINGS PLAN AND TRUST FOR ASSOCIATES - 093757 Tactical Asset Allocation Moderate NA 11.00% -0.24% 6.00% 4.74% 6.51% 7.38% 8.01%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
KENYON & KENYON LLP RETIREMENT SAVINGS PLAN AND TRUST FOR ASSOCIATES - 093757 Tactical Asset Allocation 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 (%) -1.28 11.00 -0.24 6.00 4.74 6.51 7.38 8.01 NA -2.34 12.39 -16.26 16.37 17.84 10.22 -4.77 12.37 4.00 -3.46 3.73 9.32 11.70 7.14 13.94 18.80 -14.20 20.32 15.47 12.82 12.76 19.36 6.12 6.80
Sharpe Ratio NA -0.86 -0.62 0.24 0.30 NA NA 0.76 0.04 -1.00 1.07 -1.64 1.57 2.04 1.76 -0.80 2.53 0.59 -0.50 0.62 1.43 2.82 0.82 1.04 1.99 -1.66 1.45 1.37 1.46 1.44 3.44 0.86 0.97
Standard Deviation(%) NA 8.95 9.18 9.39 7.98 NA NA 8.13 12.41 8.92 7.61 10.78 10.43 8.63 5.01 7.63 4.64 6.47 7.04 5.99 6.48 4.14 8.67 13.36 9.40 9.10 11.95 8.89 7.30 8.20 5.43 5.80 4.65
Draw Down(%) NA 8.03 14.63 16.98 16.98 NA NA 21.42 1.12 8.00 6.33 16.95 6.95 9.41 2.77 11.32 1.87 5.85 9.05 5.38 6.10 3.11 7.71 9.17 5.05 21.04 9.84 10.70 5.10 11.03 3.59 6.92 3.15
Yield(%) NA 3.36 3.33 3.82 3.40 NA NA 4.28 NA 0.79 3.24 2.56 3.32 4.79 4.98 3.31 0.25 5.24 2.26 3.85 5.52 5.26 3.68 3.45 4.30 4.09 7.13 4.22 5.01 3.70 4.69 4.43 8.47
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
KENYON & KENYON LLP RETIREMENT SAVINGS PLAN AND TRUST FOR ASSOCIATES - 093757 Tactical Asset Allocation Moderate -2.77%
Dec 2021 - Dec 2024
2.09%
Feb 2015 - Feb 2020
4.09%
Oct 2013 - Oct 2023
5.09%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KENYON & KENYON LLP RETIREMENT SAVINGS PLAN AND TRUST FOR ASSOCIATES - 093757 Tactical Asset Allocation Moderate 20.30%
Oct 2004 - Oct 2007
17.17%
Oct 2002 - Oct 2007
11.52%
Apr 2003 - Apr 2013
9.48%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart