Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kessler & Collins Retirement Strategic Asset Allocation - Equal Weight Moderate | NA | -4.68% | 1.96% | 2.47% | 6.77% | 5.76% | NA | 6.20% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kessler & Collins Retirement Strategic Asset Allocation - Equal Weight 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 (%) | 0.97 | -4.68 | 1.96 | 2.47 | 6.77 | 5.76 | NA | 6.20 | -4.78 | 8.52 | 3.74 | -0.45 | 4.97 | 6.33 | 11.27 | 0.49 | 11.89 | 27.79 | -21.43 | 9.95 | 13.45 | 8.26 | 8.58 | 21.69 | 0.02 | 3.38 |
| Sharpe Ratio | NA | -0.46 | 0.17 | 0.22 | 0.78 | NA | NA | 0.61 | -0.46 | 1.82 | 0.42 | -0.06 | 0.89 | 1.09 | 2.38 | 0.06 | 1.69 | 2.30 | -1.58 | 0.90 | 1.57 | 1.35 | 1.28 | 4.24 | -0.19 | 0.17 |
| Standard Deviation(%) | NA | 13.35 | 9.42 | 8.51 | 8.25 | NA | NA | 7.95 | 13.35 | 4.33 | 8.33 | 8.05 | 5.59 | 5.77 | 4.72 | 8.30 | 6.96 | 12.05 | 14.14 | 7.72 | 6.46 | 4.51 | 5.98 | 4.95 | 5.59 | 6.28 |
| Draw Down(%) | NA | 9.78 | 9.78 | 11.72 | 13.08 | NA | NA | 31.49 | 9.78 | 2.40 | 7.63 | 8.39 | 4.62 | 6.32 | 4.06 | 8.37 | 5.45 | 13.08 | 28.75 | 6.25 | 8.46 | 4.04 | 7.21 | 4.05 | 10.52 | 9.35 |
| Yield(%) | NA | 2.16 | 1.51 | 1.83 | 2.27 | NA | NA | 3.36 | 2.15 | 0.32 | 1.89 | 2.39 | 2.45 | 2.27 | 2.89 | 2.19 | 2.99 | 3.13 | 4.56 | 6.39 | 6.98 | 4.34 | 3.41 | 4.53 | 2.73 | 4.85 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.27%
Feb 2006 - Feb 2009 |
0.73%
Feb 2004 - Feb 2009 |
4.43%
Oct 2007 - Oct 2017 |
5.73%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kessler & Collins Retirement Strategic Asset Allocation - Equal Weight Moderate |
17.85%
Feb 2009 - Feb 2012 |
13.47%
Oct 2002 - Oct 2007 |
8.78%
Mar 2003 - Mar 2013 |
7.38%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart