Performance Comparison
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