Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KENNAMETAL THRIFT PLUS PLAN Tactical Asset Allocation Moderate | NA | 18.24% | 4.60% | 9.36% | 6.65% | 7.06% | 7.73% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KENNAMETAL THRIFT PLUS 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 (%) | -0.86 | 18.24 | 4.60 | 9.36 | 6.65 | 7.06 | 7.73 | … | … | 0.43 | 7.44 | 13.11 | -7.58 | 13.74 | 21.84 | 10.87 | 1.21 | 4.70 | 4.41 | -1.79 | -0.96 | 17.69 | 5.73 | 4.08 | 9.71 | 17.30 | -1.48 | 10.79 | 13.75 | 6.59 | 11.98 | 16.36 | -2.00 | 1.37 |
| Sharpe Ratio | NA | 0.25 | -0.01 | 0.71 | 0.60 | NA | NA | … | … | 0.07 | 0.11 | 1.07 | -0.67 | 1.56 | 2.44 | 1.65 | -0.01 | 0.61 | 1.03 | -0.35 | -0.14 | 2.65 | 1.04 | 0.54 | 0.88 | 1.98 | -0.41 | 0.75 | 1.30 | 0.69 | 1.50 | 2.89 | -0.89 | -1.19 |
| Standard Deviation(%) | NA | 7.53 | 10.07 | 9.60 | 8.16 | NA | NA | … | … | 5.42 | 7.56 | 8.28 | 13.40 | 8.79 | 8.85 | 5.74 | 9.23 | 6.71 | 4.08 | 5.15 | 6.73 | 6.67 | 5.47 | 7.53 | 10.93 | 8.68 | 5.93 | 10.34 | 8.05 | 6.44 | 7.36 | 5.42 | 3.50 | 0.79 |
| Draw Down(%) | NA | 4.94 | 15.39 | 15.39 | 15.39 | NA | NA | … | … | 0.40 | 4.94 | 6.31 | 15.39 | 5.13 | 8.00 | 3.14 | 9.86 | 7.03 | 3.26 | 5.82 | 6.19 | 4.43 | 5.27 | 5.21 | 9.92 | 4.61 | 9.59 | 7.18 | 10.49 | 5.24 | 6.77 | 2.83 | 5.10 | 0.72 |
| Yield(%) | NA | 3.27 | 2.87 | 3.59 | 3.59 | NA | NA | … | … | NA | 0.82 | 3.34 | 1.62 | 3.16 | 7.19 | 3.17 | 3.46 | 0.10 | 3.57 | 4.98 | 5.44 | 2.74 | 3.01 | 2.39 | 3.69 | 4.91 | 3.63 | 6.05 | 4.52 | 3.73 | 3.20 | 2.44 | 0.91 | 2.27 |
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 |
|---|---|---|---|---|
| KENNAMETAL THRIFT PLUS PLAN Tactical Asset Allocation Moderate |
0.52%
Dec 2013 – Dec 2016 |
1.48%
Dec 2013 – Dec 2018 |
5.06%
Oct 2013 – Oct 2023 |
5.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KENNAMETAL THRIFT PLUS PLAN Tactical Asset Allocation Moderate |
15.39%
Dec 2018 – Dec 2021 |
12.66%
Oct 2002 – Oct 2007 |
10.22%
Jul 2003 – Jul 2013 |
8.18%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart