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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 - 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