Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEYCORP 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 33.30% | 13.36% | 14.15% | 9.91% | 10.29% | 10.56% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEYCORP 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -0.45 | 33.30 | 13.36 | 14.15 | 9.91 | 10.29 | 10.56 | … | … | 1.29 | 25.60 | 22.58 | -2.18 | 5.53 | 21.86 | 18.87 | -3.40 | 9.22 | 12.21 | -3.98 | 5.24 | 20.27 | 12.25 | 1.64 | 13.89 | 15.90 | 2.48 | 12.92 | 13.45 | 10.11 | 13.57 | 5.65 | -7.46 | -4.89 |
| Sharpe Ratio | NA | 2.06 | 1.06 | 0.87 | 0.74 | NA | NA | … | … | 0.11 | 1.90 | 2.36 | -0.27 | 0.39 | 1.08 | 1.99 | -0.39 | 1.64 | 1.33 | -0.42 | 0.61 | 2.48 | 1.47 | 0.10 | 1.27 | 1.75 | 7.92 | 0.95 | 1.19 | 1.22 | 1.72 | 0.58 | -1.44 | -1.31 |
| Standard Deviation(%) | NA | 10.01 | 10.51 | 13.67 | 11.65 | NA | NA | … | … | 10.76 | 10.01 | 7.78 | 12.98 | 14.23 | 20.00 | 8.77 | 12.21 | 5.23 | 9.01 | 9.56 | 8.60 | 8.17 | 8.32 | 15.78 | 10.89 | 9.03 | 0.20 | 10.44 | 8.52 | 6.53 | 7.34 | 8.55 | 5.97 | 5.48 |
| Draw Down(%) | NA | 5.61 | 11.83 | 22.01 | 22.01 | NA | NA | … | … | 0.66 | 5.61 | 5.01 | 12.72 | 9.53 | 22.01 | 5.39 | 17.19 | 2.87 | 6.18 | 10.96 | 6.17 | 3.91 | 5.33 | 14.62 | 8.21 | 4.28 | 0.17 | 6.74 | 10.53 | 4.37 | 7.98 | 7.68 | 9.49 | 11.18 |
| Yield(%) | NA | 17.73 | 13.52 | 11.71 | 7.91 | NA | NA | … | … | NA | 9.49 | 16.57 | 8.06 | 5.45 | 16.05 | 2.97 | 7.79 | 2.56 | 3.35 | 3.03 | 4.50 | 4.41 | 5.86 | 2.10 | 3.30 | 2.95 | 2.56 | 6.37 | 5.15 | 2.01 | 3.73 | 2.71 | 3.87 | 3.01 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEYCORP 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.16%
Feb 2001 – Feb 2004 |
2.66%
Mar 2015 – Mar 2020 |
6.41%
Mar 2010 – Mar 2020 |
7.00%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEYCORP 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
16.85%
Nov 2021 – Nov 2024 |
15.30%
Nov 2019 – Nov 2024 |
11.99%
Sep 2003 – Sep 2013 |
10.63%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart