Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBALB (Kimball International Inc) | NA | 55.59% | 50.13% | 20.57% | 6.72% | 4.80% | 6.66% | … | … |
Data as of 10/31/2014, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBALB (Kimball International Inc) | 03/26/1990 | 10/31/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.84 | 55.59 | 50.13 | 20.57 | 6.72 | 4.80 | 6.66 | … | … | 20.72 | 31.82 | 134.12 | -23.93 | -16.40 | 1.80 | -32.95 | -41.06 | 136.74 | -24.52 | -0.46 | 13.79 | -1.96 | 9.35 | -7.16 | -6.12 | 9.93 | -6.44 | 72.03 | 2.47 | -10.79 | 19.03 | 28.53 | 30.67 | -11.96 |
| Sharpe Ratio | NA | 1.55 | 1.26 | 0.46 | 0.10 | NA | NA | … | … | 0.68 | 0.82 | 3.78 | -0.39 | -0.31 | 0.02 | -0.39 | -1.11 | 3.72 | -0.80 | -0.05 | 0.43 | -0.05 | 0.14 | -0.22 | -0.23 | 0.15 | -2.04 | 2.31 | -0.05 | -0.43 | 0.60 | 0.76 | 0.77 | -0.60 |
| Standard Deviation(%) | NA | 35.93 | 39.72 | 47.58 | 54.75 | NA | NA | … | … | 36.92 | 38.54 | 35.91 | 61.49 | 53.67 | 83.93 | 86.52 | 40.01 | 36.13 | 33.41 | 28.93 | 30.51 | 57.82 | 52.51 | 50.64 | 40.76 | 43.28 | 30.14 | 29.38 | 28.03 | 32.22 | 28.08 | 34.30 | 35.00 | 33.95 |
| Draw Down(%) | NA | 24.47 | 32.79 | 44.54 | 82.42 | NA | NA | … | … | 24.47 | 30.71 | 14.25 | 38.75 | 44.46 | 43.28 | 68.38 | 55.96 | 18.11 | 28.24 | 23.75 | 12.94 | 24.82 | 31.43 | 31.74 | 24.59 | 35.89 | 20.18 | 12.50 | 13.59 | 31.34 | 16.03 | 18.93 | 18.33 | 34.90 |
| Yield(%) | 0.00 | 1.71 | 3.55 | 2.51 | 2.91 | 3.01 | 2.48 | … | … | 1.03 | 1.60 | 3.64 | 2.73 | 2.23 | 2.35 | 4.84 | 2.51 | 5.71 | 4.30 | 3.96 | 4.31 | 4.20 | 4.70 | 4.13 | 3.44 | 3.55 | 1.55 | 2.30 | 2.10 | 1.66 | 1.87 | 2.14 | 2.44 | 1.54 |
Data as of 10/31/2014, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBALB (Kimball International Inc) |
-29.77%
Oct 2006 – Oct 2009 |
-23.86%
Dec 2006 – Dec 2011 |
-7.30%
Aug 2000 – Aug 2010 |
-4.55%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBALB (Kimball International Inc) |
48.60%
Sep 2011 – Sep 2014 |
29.06%
Feb 2009 – Feb 2014 |
13.16%
Sep 1990 – Sep 2000 |
11.57%
Oct 1991 – Oct 2006 |
Annualized Rolling Returns Comparison Chart