Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURK-KLEINPETER INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 3.72% | -2.06% | 2.67% | 0.74% | 3.12% | 4.27% | … | … |
Data as of 12/29/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURK-KLEINPETER INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.36 | 3.72 | -2.06 | 2.67 | 0.74 | 3.12 | 4.27 | … | … | 2.10 | 4.17 | -10.93 | 1.34 | 14.82 | 5.68 | -16.51 | 10.76 | 5.15 | -3.59 | 0.45 | 13.81 | 6.60 | -0.07 | 4.31 | 16.72 | -0.57 | 10.91 | 13.61 | 3.92 | 11.55 | 18.18 | 1.76 | 4.16 |
| Sharpe Ratio | NA | 1.02 | -0.53 | 0.13 | -0.03 | NA | NA | … | … | 0.16 | -0.01 | -1.40 | 0.14 | 1.59 | 0.99 | -1.12 | 2.03 | 1.07 | -0.75 | 0.08 | 1.97 | 1.26 | -0.01 | 0.43 | 2.07 | -0.36 | 0.83 | 1.41 | 0.31 | 1.52 | 3.37 | 0.23 | 1.10 |
| Standard Deviation(%) | NA | 7.54 | 8.29 | 8.11 | 8.23 | NA | NA | … | … | 8.70 | 7.22 | 8.79 | 9.11 | 9.19 | 4.32 | 15.97 | 4.99 | 4.61 | 4.85 | 5.53 | 7.00 | 5.19 | 9.89 | 9.92 | 8.05 | 4.13 | 9.49 | 7.33 | 5.68 | 6.99 | 5.19 | 2.78 | 1.68 |
| Draw Down(%) | NA | 6.80 | 20.64 | 20.64 | 22.54 | NA | NA | … | … | 2.89 | 6.80 | 11.92 | 7.93 | 10.85 | 3.50 | 21.78 | 2.17 | 3.44 | 5.51 | 5.71 | 5.74 | 4.20 | 9.79 | 9.73 | 4.24 | 3.39 | 6.90 | 8.23 | 4.36 | 7.17 | 2.80 | 2.90 | 0.93 |
| Yield(%) | NA | 4.38 | 4.64 | 4.90 | 3.96 | NA | NA | … | … | 0.92 | 3.91 | 2.68 | 6.38 | 6.14 | 4.66 | 3.09 | 0.08 | 3.43 | 4.77 | 3.61 | 7.79 | 3.20 | 1.51 | 1.78 | 3.72 | 2.59 | 2.61 | 4.94 | 4.95 | 3.79 | 4.76 | 2.22 | 2.23 |
Data as of 12/29/2023, 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 |
|---|---|---|---|---|
| BURK-KLEINPETER INC. 401K PLAN Tactical Asset Allocation Moderate |
-3.11%
Oct 2017 – Oct 2020 |
-2.40%
Jan 2018 – Jan 2023 |
0.00%
Oct 2013 – Oct 2023 |
2.46%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURK-KLEINPETER INC. 401K PLAN Tactical Asset Allocation Moderate |
13.12%
Apr 2003 – Apr 2006 |
12.53%
Oct 2002 – Oct 2007 |
8.76%
Apr 2003 – Apr 2013 |
7.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart