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 Strategic Asset Allocation – Optimal Moderate | NA | 6.53% | 0.99% | 7.39% | 2.97% | 6.56% | 5.63% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.48 | 6.53 | 0.99 | 7.39 | 2.97 | 6.56 | 5.63 | … | … | 5.05 | 7.01 | -9.61 | 6.55 | 15.43 | 20.08 | -24.69 | 10.84 | 4.55 | 1.37 | 5.78 | 14.14 | 14.23 | 1.57 | 13.89 | 24.85 | -22.43 | 9.37 | 12.83 | 9.17 | 13.49 | 23.30 | -5.40 | 0.90 |
| Sharpe Ratio | NA | 1.13 | 0.04 | 0.42 | 0.19 | NA | NA | … | … | 0.47 | 0.32 | -0.86 | 0.73 | 0.80 | 2.75 | -1.13 | 2.10 | 0.50 | 0.16 | 0.91 | 2.07 | 1.81 | 0.11 | 1.19 | 1.36 | -1.05 | 0.66 | 1.26 | 1.17 | 1.83 | 3.04 | -0.60 | -0.16 |
| Standard Deviation(%) | NA | 8.52 | 10.07 | 12.09 | 12.14 | NA | NA | … | … | 9.16 | 8.58 | 12.80 | 8.90 | 19.06 | 6.79 | 23.11 | 4.85 | 8.60 | 8.22 | 6.33 | 6.83 | 7.83 | 14.12 | 11.65 | 18.25 | 22.28 | 9.61 | 7.61 | 5.98 | 6.86 | 7.43 | 10.83 | 8.83 |
| Draw Down(%) | NA | 10.32 | 17.73 | 25.36 | 33.23 | NA | NA | … | … | 1.96 | 11.14 | 17.73 | 5.53 | 25.36 | 2.89 | 30.77 | 2.12 | 8.32 | 9.09 | 5.00 | 6.00 | 6.42 | 12.72 | 9.34 | 19.31 | 32.64 | 8.17 | 7.75 | 4.41 | 7.65 | 6.01 | 15.90 | 12.13 |
| Yield(%) | NA | 4.18 | 4.71 | 5.10 | 4.14 | NA | NA | … | … | 0.66 | 3.66 | 3.18 | 6.61 | 6.11 | 4.22 | 4.55 | 0.19 | 1.91 | 6.38 | 2.97 | 1.97 | 3.00 | 1.57 | 3.36 | 2.71 | 3.46 | 3.90 | 5.59 | 3.52 | 3.57 | 1.82 | 1.03 | 2.39 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.29%
Feb 2006 – Feb 2009 |
-2.36%
Mar 2015 – Mar 2020 |
1.97%
Oct 2013 – Oct 2023 |
3.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURK-KLEINPETER INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
20.23%
Feb 2009 – Feb 2012 |
16.79%
Feb 2009 – Feb 2014 |
9.84%
Mar 2003 – Mar 2013 |
8.83%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart