Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND PLAN Tactical Asset Allocation Moderate | NA | 29.53% | 11.57% | 9.99% | 7.08% | 7.86% | 8.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND 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 (%) | -0.95 | 29.53 | 11.57 | 9.99 | 7.08 | 7.86 | 8.06 | … | … | 0.14 | 15.00 | 22.20 | -5.00 | 10.72 | 6.49 | 16.44 | -3.00 | 7.37 | 1.89 | -1.51 | 3.93 | 14.71 | 8.91 | 3.51 | 11.66 | 17.48 | -3.34 | 8.44 | 18.45 | 3.71 | 11.14 | 17.81 | 5.82 | 6.98 |
| Sharpe Ratio | NA | 1.09 | 0.78 | 0.77 | 0.66 | NA | NA | … | … | 0.01 | 0.98 | 2.47 | -0.68 | 1.17 | 0.60 | 3.23 | -0.59 | 1.15 | 0.34 | -0.26 | 0.67 | 2.13 | 1.67 | 0.38 | 0.83 | 1.92 | -0.82 | 0.56 | 1.97 | 0.22 | 1.25 | 2.88 | 1.80 | 1.14 |
| Standard Deviation(%) | NA | 8.47 | 8.42 | 9.03 | 7.60 | NA | NA | … | … | 8.17 | 8.55 | 7.27 | 9.33 | 9.14 | 10.49 | 4.65 | 7.36 | 5.88 | 4.98 | 5.93 | 5.82 | 6.89 | 5.31 | 9.09 | 13.88 | 9.07 | 5.18 | 9.67 | 7.71 | 7.04 | 8.19 | 5.95 | 2.62 | 4.09 |
| Draw Down(%) | NA | 6.19 | 10.59 | 17.32 | 17.32 | NA | NA | … | … | 0.58 | 6.19 | 4.02 | 11.31 | 5.81 | 17.32 | 2.42 | 8.51 | 5.74 | 4.38 | 6.89 | 4.71 | 5.98 | 4.08 | 8.36 | 10.61 | 4.39 | 8.04 | 6.40 | 5.91 | 5.08 | 6.99 | 3.47 | 1.60 | 2.77 |
| Yield(%) | NA | 14.93 | 10.73 | 9.16 | 6.03 | NA | NA | … | … | NA | 4.65 | 14.29 | 8.78 | 4.01 | 6.26 | 7.76 | 3.00 | 0.34 | 4.17 | 3.66 | 2.98 | 3.80 | 5.28 | 3.02 | 4.42 | 4.14 | 2.74 | 5.24 | 7.78 | 5.36 | 2.82 | 3.20 | 5.51 | 6.93 |
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 |
|---|---|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND PLAN Tactical Asset Allocation Moderate |
0.90%
Oct 2017 – Oct 2020 |
1.26%
Mar 2015 – Mar 2020 |
4.21%
Apr 2010 – Apr 2020 |
5.64%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEITHLEY INSTRUMENTS, INC.RETIREMENT SAVINGS TRUST AND PLAN Tactical Asset Allocation Moderate |
13.74%
Nov 2021 – Nov 2024 |
12.70%
Oct 2002 – Oct 2007 |
10.35%
Apr 2001 – Apr 2011 |
8.53%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart