Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAISER PERMANENTE 401K RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 37.03% | 8.26% | 10.05% | 6.69% | 6.34% | 6.95% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAISER PERMANENTE 401K RETIREMENT 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 (%) | -0.75 | 37.03 | 8.26 | 10.05 | 6.69 | 6.34 | 6.95 | … | … | 0.99 | 25.82 | 17.65 | -11.57 | 5.22 | 16.59 | 6.97 | -1.05 | 16.01 | 3.72 | -5.35 | 0.54 | 16.07 | 3.43 | 1.26 | 4.30 | 11.08 | 0.19 | 12.41 | 14.69 | 4.76 | 9.75 | 18.67 | 4.32 | 6.29 |
| Sharpe Ratio | NA | 2.05 | 0.68 | 0.78 | 0.67 | NA | NA | … | … | 0.10 | 1.89 | 1.71 | -1.20 | 0.52 | 1.76 | 1.27 | -0.31 | 3.22 | 0.80 | -1.00 | 0.09 | 2.41 | 0.69 | 0.11 | 0.44 | 1.52 | -0.20 | 1.00 | 1.65 | 0.47 | 1.21 | 3.04 | 0.89 | 1.11 |
| Standard Deviation(%) | NA | 10.15 | 9.71 | 9.69 | 7.86 | NA | NA | … | … | 9.08 | 10.20 | 7.85 | 10.82 | 9.92 | 9.28 | 4.37 | 7.57 | 4.78 | 4.40 | 5.37 | 5.81 | 6.66 | 4.89 | 10.80 | 9.66 | 7.21 | 3.71 | 9.43 | 6.93 | 5.46 | 7.30 | 5.92 | 3.60 | 3.59 |
| Draw Down(%) | NA | 6.85 | 14.77 | 18.37 | 18.37 | NA | NA | … | … | 0.70 | 6.85 | 4.65 | 16.60 | 6.61 | 9.10 | 3.82 | 8.60 | 2.50 | 3.58 | 6.63 | 5.29 | 4.44 | 4.44 | 10.92 | 9.12 | 3.91 | 3.57 | 7.31 | 8.46 | 3.77 | 7.59 | 3.00 | 2.82 | 2.24 |
| Yield(%) | NA | 15.55 | 10.94 | 8.24 | 5.07 | NA | NA | … | … | NA | 4.62 | 14.27 | 7.17 | 5.38 | 5.10 | 3.96 | 1.22 | 0.38 | 3.30 | 1.38 | 2.76 | 4.78 | 3.91 | 2.19 | 2.46 | 3.47 | 3.39 | 5.53 | 5.61 | 4.17 | 2.06 | 3.24 | 4.65 | 5.37 |
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 |
|---|---|---|---|---|
| KAISER PERMANENTE 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
-0.44%
Dec 2013 – Dec 2016 |
2.11%
Apr 2011 – Apr 2016 |
3.60%
Oct 2013 – Oct 2023 |
4.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAISER PERMANENTE 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
13.54%
Oct 2004 – Oct 2007 |
12.85%
Oct 2002 – Oct 2007 |
9.03%
Apr 2001 – Apr 2011 |
7.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart