Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 22.50% | 3.31% | 6.83% | 5.16% | 5.94% | 7.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DST SYSTEMS, INC. 401(k) PROFIT SHARING 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 (%) | -1.12 | 22.50 | 3.31 | 6.83 | 5.16 | 5.94 | 7.58 | … | … | 1.05 | 13.87 | 4.35 | -9.22 | 9.22 | 18.50 | 5.36 | -3.12 | 10.99 | 10.67 | -4.73 | 0.20 | 18.99 | 4.36 | 1.82 | 6.94 | 24.65 | 0.28 | 14.30 | 19.08 | 5.98 | 13.86 | 30.77 | 8.42 | 8.12 |
| Sharpe Ratio | NA | 0.89 | -0.10 | 0.46 | 0.46 | NA | NA | … | … | 0.07 | 0.64 | 0.01 | -1.24 | 0.88 | 1.83 | 0.79 | -0.54 | 1.82 | 2.02 | -0.91 | 0.03 | 2.38 | 0.66 | 0.17 | 0.60 | 2.66 | -0.10 | 1.03 | 2.17 | 0.70 | 1.77 | 5.20 | 1.79 | 1.11 |
| Standard Deviation(%) | NA | 11.34 | 9.35 | 9.71 | 8.07 | NA | NA | … | … | 14.60 | 11.33 | 7.60 | 8.52 | 10.50 | 9.97 | 4.97 | 8.26 | 5.70 | 5.18 | 5.24 | 6.69 | 7.96 | 6.50 | 10.30 | 11.36 | 9.25 | 6.36 | 10.92 | 7.27 | 5.47 | 7.30 | 5.79 | 4.10 | 5.26 |
| Draw Down(%) | NA | 8.14 | 14.85 | 14.85 | 14.85 | NA | NA | … | … | 1.26 | 8.14 | 7.34 | 10.40 | 6.16 | 10.13 | 4.86 | 9.83 | 2.83 | 2.61 | 6.36 | 6.02 | 6.76 | 5.60 | 11.27 | 10.64 | 5.51 | 7.15 | 8.04 | 8.74 | 4.52 | 7.32 | 2.56 | 2.44 | 4.10 |
| Yield(%) | NA | 3.47 | 5.69 | 4.96 | 3.95 | NA | NA | … | … | NA | 0.89 | 3.15 | 1.91 | 11.58 | 4.98 | 3.43 | 2.50 | 0.67 | 5.77 | 1.96 | 3.77 | 4.64 | 5.19 | 3.48 | 4.48 | 5.15 | 4.34 | 5.74 | 5.09 | 4.74 | 2.89 | 4.88 | 7.79 | 9.02 |
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 |
|---|---|---|---|---|
| DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-0.16%
Apr 2021 – Apr 2024 |
2.22%
Sep 2018 – Sep 2023 |
3.32%
Oct 2013 – Oct 2023 |
5.51%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
18.49%
Mar 2003 – Mar 2006 |
18.17%
Oct 2002 – Oct 2007 |
13.77%
Apr 2001 – Apr 2011 |
10.47%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart