Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Kb Home 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 25.36% | 7.96% | 10.30% | 7.82% | 7.62% | 6.23% | 6.25% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kb Home 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.77 | 25.36 | 7.96 | 10.30 | 7.82 | 7.62 | 6.23 | 6.25 | NA | 15.34 | 8.65 | -2.95 | 8.37 | 15.96 | 16.86 | -5.38 | 9.25 | 9.05 | 0.09 | 4.09 | 14.98 | 7.02 | 1.03 | 8.13 | 13.47 | -17.68 | 4.60 | 8.32 | 5.31 | 7.71 | 12.33 | -2.81 | 4.09 |
| Sharpe Ratio | NA | 0.68 | 0.43 | 0.65 | 0.55 | NA | NA | 0.48 | 0.26 | 1.13 | 0.47 | -0.35 | 0.74 | 0.89 | 2.16 | -0.62 | 1.64 | 1.06 | 0.01 | 0.52 | 2.72 | 1.43 | 0.11 | 1.08 | 0.85 | -1.08 | 0.20 | 0.86 | 0.63 | 1.00 | 2.15 | -0.56 | 0.27 |
| Standard Deviation(%) | NA | 7.82 | 9.87 | 12.09 | 10.42 | NA | NA | 9.50 | 7.59 | 7.77 | 9.40 | 12.26 | 11.25 | 17.77 | 7.17 | 10.80 | 5.25 | 8.32 | 9.19 | 7.84 | 5.50 | 4.86 | 8.80 | 7.43 | 15.70 | 17.23 | 7.94 | 5.85 | 5.02 | 6.77 | 5.41 | 6.97 | 6.59 |
| Draw Down(%) | NA | 5.25 | 10.54 | 15.52 | 19.36 | NA | NA | 32.86 | 2.54 | 5.25 | 7.46 | 11.84 | 6.57 | 19.36 | 3.64 | 14.18 | 2.87 | 7.42 | 6.83 | 5.69 | 2.59 | 3.84 | 7.97 | 6.65 | 18.21 | 27.21 | 5.79 | 5.31 | 3.78 | 5.19 | 4.03 | 10.13 | 7.51 |
| Yield(%) | NA | 3.86 | 3.97 | 4.33 | 4.13 | NA | NA | 3.15 | NA | 0.77 | 3.81 | 3.22 | 4.90 | 5.52 | 4.18 | 5.39 | 4.55 | 2.56 | 4.25 | 2.58 | 3.42 | 1.03 | 1.00 | 1.10 | 1.32 | 2.65 | 4.64 | 4.34 | 2.34 | 1.97 | 1.16 | 1.49 | 4.27 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| Kb Home 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.85%
Feb 2006 - Feb 2009 |
-1.79%
Feb 2004 - Feb 2009 |
3.34%
Jan 2006 - Jan 2016 |
4.04%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kb Home 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
13.67%
Dec 2018 - Dec 2021 |
11.68%
Feb 2009 - Feb 2014 |
8.11%
Sep 2011 - Sep 2021 |
8.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart