Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 22.10% | 2.88% | 8.19% | 5.22% | 5.93% | 6.83% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing 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 (%) | -1.17 | 22.10 | 2.88 | 8.19 | 5.22 | 5.93 | 6.83 | … | … | 0.56 | 5.13 | 11.63 | -12.84 | 10.82 | 23.17 | 7.24 | -5.26 | 8.38 | 6.23 | -5.53 | 2.74 | 14.39 | 9.99 | 3.16 | 4.28 | 14.18 | 1.61 | 7.96 | 14.59 | 7.25 | 11.23 | 18.12 | 10.71 | 6.52 |
| Sharpe Ratio | NA | -0.08 | -0.31 | 0.52 | 0.39 | NA | NA | … | … | 0.06 | -0.13 | 0.95 | -1.53 | 1.30 | 3.57 | 1.16 | -0.93 | 1.62 | 1.41 | -1.01 | 0.50 | 2.01 | 1.62 | 0.41 | 0.40 | 1.53 | 0.12 | 0.55 | 1.46 | 0.92 | 1.52 | 3.39 | 2.16 | 0.75 |
| Standard Deviation(%) | NA | 11.03 | 9.47 | 8.72 | 7.26 | NA | NA | … | … | 7.87 | 11.04 | 7.73 | 9.29 | 8.29 | 6.42 | 5.04 | 7.10 | 4.79 | 4.27 | 5.49 | 5.49 | 7.13 | 6.15 | 7.55 | 10.45 | 9.21 | 5.98 | 9.08 | 7.78 | 5.54 | 6.77 | 5.14 | 4.45 | 5.59 |
| Draw Down(%) | NA | 11.23 | 13.87 | 14.92 | 14.92 | NA | NA | … | … | 0.64 | 11.23 | 6.39 | 13.90 | 3.97 | 3.68 | 3.81 | 10.84 | 3.88 | 2.31 | 8.77 | 5.59 | 5.90 | 5.64 | 4.86 | 9.67 | 4.19 | 6.40 | 6.23 | 8.43 | 4.21 | 5.89 | 2.22 | 2.79 | 4.92 |
| Yield(%) | NA | 5.69 | 4.96 | 4.27 | 3.33 | NA | NA | … | … | NA | 0.59 | 5.60 | 4.19 | 5.13 | 4.16 | 2.85 | 3.75 | 0.43 | 3.20 | 2.21 | 2.45 | 3.03 | 3.76 | 4.36 | 4.23 | 6.06 | 4.77 | 3.49 | 3.78 | 3.97 | 3.50 | 4.74 | 6.89 | 6.87 |
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 |
|---|---|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing Plan Tactical Asset Allocation Moderat |
0.76%
Apr 2021 – Apr 2024 |
1.15%
Dec 2013 – Dec 2018 |
3.59%
Oct 2013 – Oct 2023 |
4.97%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kansas City Life Insurance Company Savings and Profit Sharing Plan Tactical Asset Allocation Moderat |
13.92%
Apr 2003 – Apr 2006 |
13.14%
May 2002 – May 2007 |
10.01%
Apr 2001 – Apr 2011 |
8.17%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart