Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kessler & Collins Retirement Tactical Asset Allocation Moderate | NA | -1.93% | 3.60% | 3.42% | 7.01% | 8.20% | NA | 9.10% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kessler & Collins Retirement Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | -1.93 | 3.60 | 3.42 | 7.01 | 8.20 | NA | 9.10 | -3.82 | 12.24 | 1.71 | -3.60 | 5.48 | 10.05 | 9.00 | 3.55 | 9.53 | 27.15 | -13.51 | 16.65 | 22.44 | 13.98 | 9.14 | 25.52 | 5.90 | 8.19 |
| Sharpe Ratio | NA | -0.23 | 0.18 | 0.16 | 0.68 | NA | NA | 0.84 | -0.23 | 2.40 | 0.27 | -0.50 | 0.89 | 1.64 | 2.02 | 0.44 | 1.00 | 3.42 | -2.48 | 1.09 | 1.88 | 1.84 | 0.91 | 3.83 | 1.05 | 1.40 |
| Standard Deviation(%) | NA | 22.29 | 13.55 | 11.32 | 9.57 | NA | NA | 8.86 | 22.29 | 4.83 | 5.63 | 7.27 | 6.15 | 6.12 | 4.42 | 8.02 | 9.49 | 7.91 | 5.82 | 12.46 | 10.18 | 6.42 | 8.95 | 6.48 | 4.55 | 4.20 |
| Draw Down(%) | NA | 17.23 | 17.23 | 17.23 | 17.23 | NA | NA | 17.65 | 17.23 | 2.51 | 6.53 | 9.09 | 5.00 | 5.52 | 4.05 | 5.50 | 7.90 | 4.30 | 14.94 | 9.89 | 14.05 | 5.12 | 11.42 | 3.51 | 5.37 | 2.89 |
| Yield(%) | NA | 4.03 | 2.60 | 2.88 | 2.87 | NA | NA | 4.05 | 3.99 | 0.33 | 3.19 | 2.88 | 4.01 | 3.83 | 3.43 | 1.14 | 3.22 | 2.64 | 2.66 | 9.18 | 10.34 | 5.93 | 2.14 | 5.19 | 2.88 | 5.99 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| Kessler & Collins Retirement Tactical Asset Allocation Moderate |
0.88%
Feb 2014 - Feb 2017 |
3.13%
Nov 2013 - Nov 2018 |
5.39%
Oct 2007 - Oct 2017 |
8.07%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kessler & Collins Retirement Tactical Asset Allocation Moderate |
21.48%
Oct 2004 - Oct 2007 |
18.85%
Oct 2002 - Oct 2007 |
12.27%
Apr 2001 - Apr 2011 |
9.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart