Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIRBY 401(k) PLAN Tactical Asset Allocation Moderate | NA | 8.64% | 17.37% | 15.14% | 9.73% | 9.04% | 10.28% | … | … |
Data as of 11/30/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIRBY 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 8.64 | 17.37 | 15.14 | 9.73 | 9.04 | 10.28 | … | … | -4.25 | 7.10 | 17.93 | 23.25 | 14.73 | 14.37 | 6.70 | -4.74 | 1.29 | 10.00 | 10.54 | -1.76 | 4.94 | 24.82 | -6.33 | 17.28 | 24.12 | 14.67 | 8.22 | 27.39 | 0.99 | 2.31 |
| Sharpe Ratio | NA | -0.11 | 1.48 | 1.43 | 1.10 | NA | NA | … | … | -0.54 | 0.78 | 2.09 | 2.25 | 1.34 | 2.49 | 1.05 | -0.75 | 0.21 | 1.36 | 1.57 | -0.21 | 0.42 | 2.56 | -1.66 | 1.19 | 2.40 | 2.08 | 0.85 | 5.28 | -0.03 | 0.01 |
| Standard Deviation(%) | NA | 8.99 | 9.25 | 8.75 | 7.73 | NA | NA | … | … | 7.90 | 9.07 | 8.48 | 9.69 | 9.98 | 5.53 | 6.16 | 6.40 | 6.06 | 7.31 | 6.67 | 8.38 | 11.62 | 9.65 | 4.35 | 12.00 | 8.68 | 6.02 | 8.57 | 5.06 | 4.33 | 0.05 |
| Draw Down(%) | NA | 8.19 | 8.19 | 8.19 | 11.12 | NA | NA | … | … | 4.29 | 6.06 | 4.45 | 0.00 | 5.79 | 3.31 | 3.24 | 8.36 | 6.77 | 6.99 | 5.85 | 8.04 | 9.97 | 4.54 | 7.32 | 10.16 | 10.17 | 5.30 | 10.83 | 2.07 | 7.81 | 0.00 |
| Yield(%) | NA | 9.52 | 15.93 | 13.46 | 8.17 | NA | NA | … | … | 0.02 | 9.92 | 15.17 | 23.25 | 17.83 | 0.82 | 3.43 | 1.44 | 1.63 | 4.48 | 3.74 | 3.41 | 2.09 | 2.48 | 1.47 | 8.18 | 7.32 | 3.87 | 1.97 | 4.18 | 1.23 | 2.31 |
Data as of 11/30/2021, 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 |
|---|---|---|---|---|
| KIRBY 401(k) PLAN Tactical Asset Allocation Moderate |
0.97%
Dec 2013 – Dec 2016 |
2.88%
Dec 2010 – Dec 2015 |
5.42%
Oct 2007 – Oct 2017 |
8.50%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIRBY 401(k) PLAN Tactical Asset Allocation Moderate |
22.71%
Oct 2004 – Oct 2007 |
19.88%
Oct 2002 – Oct 2007 |
12.09%
Apr 2003 – Apr 2013 |
10.40%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison Chart