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 - Optimal Moderate | NA | 21.71% | 1.46% | 5.64% | 4.72% | 6.22% | 6.25% | 7.03% |
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 - 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 (%) | -1.08 | 21.71 | 1.46 | 5.64 | 4.72 | 6.22 | 6.25 | 7.03 | NA | 6.56 | 12.45 | -14.70 | 8.39 | 15.76 | 14.80 | -7.85 | 11.65 | 5.69 | -2.86 | 7.25 | 9.84 | 11.74 | 0.79 | 11.59 | 31.52 | -24.63 | 9.60 | 13.29 | 9.71 | 14.35 | 24.40 | -0.50 | 6.73 |
| Sharpe Ratio | NA | 0.09 | -0.30 | 0.22 | 0.23 | NA | NA | 0.46 | -0.02 | 0.00 | 0.96 | -1.28 | 0.96 | 0.86 | 2.21 | -0.37 | 2.66 | 0.67 | -0.34 | 1.22 | 1.37 | 1.59 | 0.05 | 1.01 | 1.73 | -1.13 | 0.67 | 1.30 | 1.23 | 1.98 | 3.67 | -0.20 | 0.59 |
| Standard Deviation(%) | NA | 7.80 | 9.89 | 11.78 | 12.30 | NA | NA | 11.62 | 6.26 | 7.88 | 8.56 | 12.56 | 8.71 | 18.00 | 6.07 | 25.07 | 4.15 | 8.25 | 8.44 | 5.92 | 7.16 | 7.36 | 14.30 | 11.35 | 18.15 | 22.68 | 9.85 | 7.71 | 6.12 | 6.77 | 6.45 | 8.05 | 7.55 |
| Draw Down(%) | NA | 4.63 | 20.78 | 21.64 | 28.44 | NA | NA | 38.24 | 0.59 | 4.50 | 8.47 | 21.05 | 6.17 | 21.64 | 3.01 | 24.31 | 1.49 | 6.94 | 9.99 | 5.28 | 8.05 | 6.10 | 13.96 | 8.68 | 16.93 | 37.06 | 6.41 | 8.60 | 4.32 | 7.77 | 5.42 | 12.96 | 8.85 |
| Yield(%) | NA | 3.66 | 3.92 | 3.89 | 3.52 | NA | NA | 3.87 | NA | 0.68 | 3.53 | 3.88 | 3.63 | 5.09 | 2.37 | 2.94 | 0.28 | 4.10 | 4.77 | 4.03 | 3.61 | 4.13 | 2.76 | 3.17 | 3.08 | 5.00 | 6.85 | 5.15 | 4.52 | 4.33 | 3.47 | 3.60 | 4.08 |
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 - Optimal Moderate |
-7.21%
Feb 2006 - Feb 2009 |
-0.04%
Feb 2004 - Feb 2009 |
3.43%
Oct 2013 - Oct 2023 |
3.84%
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 - Optimal Moderate |
20.78%
Feb 2009 - Feb 2012 |
16.09%
Feb 2009 - Feb 2014 |
9.82%
Mar 2003 - Mar 2013 |
8.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart