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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 Strategic Asset Allocation - Equal Weight Moderate NA 21.29% 1.34% 5.36% 4.52% 5.68% 5.83% 6.59%
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 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 (%) -1.15 21.29 1.34 5.36 4.52 5.68 5.83 6.59 NA 4.61 13.00 -15.35 10.46 12.76 15.32 -8.68 10.93 6.00 -2.75 6.98 5.73 12.12 0.82 11.50 26.25 -19.82 8.03 13.04 8.29 13.72 21.40 1.05 5.60
Sharpe Ratio NA -0.14 -0.38 0.18 0.25 NA NA 0.54 -0.01 -0.26 1.05 -1.36 1.22 0.71 2.44 -1.21 2.21 0.66 -0.33 1.19 0.92 2.36 0.08 1.28 1.82 -1.21 0.63 1.61 1.26 2.26 4.50 -0.01 0.51
Standard Deviation(%) NA 7.51 9.62 11.55 9.67 NA NA 9.08 5.57 7.59 8.32 12.28 8.57 17.72 5.69 8.23 4.65 8.76 8.38 5.86 6.20 5.11 10.47 8.90 14.38 17.10 8.00 6.07 4.85 5.66 4.60 5.70 6.43
Draw Down(%) NA 6.09 20.23 21.96 21.96 NA NA 31.95 0.41 6.01 7.44 20.57 5.75 21.96 2.82 13.79 2.48 7.44 10.11 4.78 7.57 3.88 11.02 6.69 14.36 31.92 5.46 6.97 3.38 7.83 3.71 9.75 7.76
Yield(%) NA 3.56 3.61 3.50 3.24 NA NA 4.16 NA 0.65 3.79 3.21 3.23 3.78 2.96 3.60 0.32 4.51 3.49 2.90 3.47 4.84 3.52 4.87 4.72 7.69 5.30 4.98 5.06 4.35 4.68 4.49 5.22
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 Strategic Asset Allocation - Equal Weight Moderate -5.17%
Feb 2006 - Feb 2009
0.53%
Mar 2015 - Mar 2020
3.14%
Oct 2013 - Oct 2023
3.74%
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 Strategic Asset Allocation - Equal Weight Moderate 18.24%
Feb 2009 - Feb 2012
14.06%
Oct 2002 - Oct 2007
9.17%
Mar 2003 - Mar 2013
7.86%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart