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 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