Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.60% | 4.35% | 7.67% | 6.01% | 6.70% | 10.31% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal 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 (%) | -1.18 | 24.60 | 4.35 | 7.67 | 6.01 | 6.70 | 10.31 | … | … | 0.23 | 8.05 | 11.43 | -10.20 | 9.13 | 18.29 | 15.51 | -6.45 | 11.11 | 7.91 | -2.06 | 2.84 | 15.32 | 11.16 | -6.91 | 12.97 | 143.79 | -26.64 | 13.50 | 18.24 | 8.47 | 20.82 | 36.18 | 0.55 | 1.34 |
| Sharpe Ratio | NA | 0.31 | -0.09 | 0.36 | 0.41 | NA | NA | … | … | 0.03 | 0.18 | 0.75 | -0.79 | 0.95 | 1.04 | 1.99 | -0.81 | 1.78 | 0.88 | -0.25 | 0.41 | 1.83 | 1.36 | -0.47 | 0.94 | 2.17 | -1.26 | 0.98 | 1.85 | 0.94 | 2.14 | 4.78 | -0.06 | -0.11 |
| Standard Deviation(%) | NA | 7.97 | 11.07 | 12.34 | 10.41 | NA | NA | … | … | 6.98 | 8.04 | 9.51 | 14.58 | 9.56 | 17.35 | 7.10 | 9.55 | 5.90 | 8.77 | 8.45 | 6.86 | 8.33 | 8.18 | 14.90 | 13.64 | 66.13 | 21.81 | 10.70 | 8.07 | 6.68 | 9.30 | 7.43 | 8.79 | 9.09 |
| Draw Down(%) | NA | 4.53 | 19.76 | 21.92 | 21.92 | NA | NA | … | … | 0.54 | 4.53 | 9.91 | 20.03 | 5.93 | 21.92 | 3.80 | 12.92 | 2.50 | 6.93 | 9.30 | 6.03 | 7.79 | 7.60 | 17.70 | 11.54 | 21.08 | 39.29 | 9.38 | 10.58 | 5.70 | 9.15 | 5.14 | 15.60 | 12.94 |
| Yield(%) | NA | 4.11 | 4.41 | 3.86 | 3.36 | NA | NA | … | … | NA | 0.74 | 4.03 | 3.80 | 4.88 | 3.96 | 2.07 | 4.90 | 0.31 | 3.03 | 3.87 | 2.38 | 4.46 | 2.76 | 2.73 | 2.22 | 4.77 | 4.36 | 6.71 | 5.94 | 3.95 | 3.61 | 3.45 | 2.78 | 4.40 |
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 |
|---|---|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Modera |
-6.58%
Feb 2006 – Feb 2009 |
1.26%
Feb 2004 – Feb 2009 |
3.82%
Mar 2010 – Mar 2020 |
6.17%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Kieckhafer Schiffer & Company 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Modera |
46.75%
Feb 2009 – Feb 2012 |
30.83%
Feb 2009 – Feb 2014 |
18.27%
Mar 2001 – Mar 2011 |
14.15%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart