Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBRW INC. 401K PROFIT SHARING PLAN and Trus Tactical Asset Allocation Moderate | NA | 35.28% | 9.94% | 11.02% | 6.80% | 6.20% | 6.47% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBRW INC. 401K PROFIT SHARING PLAN and Trus 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 (%) | -0.82 | 35.28 | 9.94 | 11.02 | 6.80 | 6.20 | 6.47 | … | … | 0.92 | 24.66 | 19.10 | -7.90 | 7.49 | 15.04 | 7.31 | -2.64 | 11.13 | 5.26 | -4.90 | 0.86 | 11.03 | 4.32 | 1.60 | 3.90 | 8.74 | 0.15 | 8.10 | 13.75 | 3.30 | 11.53 | 17.22 | 4.88 | 6.29 |
| Sharpe Ratio | NA | 2.13 | 0.90 | 1.00 | 0.75 | NA | NA | … | … | 0.08 | 1.95 | 2.10 | -1.01 | 0.84 | 1.68 | 1.34 | -0.53 | 2.40 | 1.15 | -0.92 | 0.15 | 1.78 | 1.06 | 0.17 | 0.38 | 1.11 | -0.21 | 0.50 | 1.36 | 0.19 | 1.42 | 2.92 | 1.06 | 1.11 |
| Standard Deviation(%) | NA | 9.26 | 8.61 | 8.71 | 7.23 | NA | NA | … | … | 11.00 | 9.26 | 7.09 | 9.20 | 8.88 | 8.81 | 4.41 | 7.50 | 4.37 | 4.39 | 5.32 | 5.74 | 6.19 | 4.02 | 9.50 | 9.92 | 7.78 | 3.71 | 10.13 | 7.73 | 5.94 | 7.45 | 5.65 | 3.56 | 3.59 |
| Draw Down(%) | NA | 5.68 | 12.22 | 13.82 | 13.82 | NA | NA | … | … | 0.87 | 5.68 | 4.13 | 12.83 | 4.85 | 9.12 | 3.98 | 8.62 | 1.64 | 2.61 | 6.64 | 5.40 | 4.81 | 3.31 | 9.31 | 9.16 | 4.52 | 3.57 | 8.01 | 9.19 | 4.38 | 7.03 | 3.12 | 2.30 | 2.24 |
| Yield(%) | NA | 14.95 | 9.98 | 7.10 | 4.72 | NA | NA | … | … | NA | 4.79 | 13.70 | 6.88 | 3.64 | 2.80 | 4.71 | 1.63 | 0.57 | 2.67 | 1.69 | 3.61 | 2.50 | 2.64 | 1.86 | 2.47 | 3.73 | 3.39 | 2.90 | 2.88 | 2.85 | 2.57 | 3.88 | 4.67 | 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 |
|---|---|---|---|---|
| KBRW INC. 401K PROFIT SHARING PLAN and Trus Tactical Asset Allocation Moderate |
0.32%
Dec 2013 – Dec 2016 |
1.70%
Apr 2011 – Apr 2016 |
3.09%
Mar 2010 – Mar 2020 |
3.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBRW INC. 401K PROFIT SHARING PLAN and Trus Tactical Asset Allocation Moderate |
12.60%
Apr 2003 – Apr 2006 |
12.09%
Nov 2019 – Nov 2024 |
8.13%
Apr 2001 – Apr 2011 |
6.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart