Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.80% | 1.17% | 6.29% | 5.90% | 7.06% | 7.19% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT 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 (%) | -1.02 | 21.80 | 1.17 | 6.29 | 5.90 | 7.06 | 7.19 | … | … | 0.41 | 8.19 | 12.91 | -15.35 | 3.47 | 19.75 | 17.87 | -5.14 | 14.64 | 6.59 | -1.03 | 5.76 | 11.29 | 11.32 | -1.45 | 14.34 | 33.07 | -24.26 | 13.38 | 13.51 | 9.79 | 15.44 | 24.42 | -2.57 | 5.20 |
| Sharpe Ratio | NA | 0.33 | -0.20 | 0.21 | 0.21 | NA | NA | … | … | 0.05 | 0.19 | 1.01 | -1.18 | 0.38 | 1.09 | 2.45 | -0.12 | 3.02 | 0.78 | -0.15 | 1.00 | 1.59 | 1.55 | -0.11 | 1.24 | 1.73 | -1.21 | 1.09 | 1.30 | 1.38 | 2.27 | 3.33 | -0.42 | 0.35 |
| Standard Deviation(%) | NA | 8.40 | 10.75 | 12.27 | 19.51 | NA | NA | … | … | 7.53 | 8.45 | 8.56 | 14.22 | 9.09 | 17.93 | 6.71 | 53.69 | 4.64 | 8.14 | 6.86 | 5.72 | 7.07 | 7.25 | 13.80 | 11.49 | 19.07 | 20.82 | 9.52 | 7.89 | 5.53 | 6.40 | 7.13 | 8.76 | 8.15 |
| Draw Down(%) | NA | 5.10 | 21.99 | 25.22 | 39.39 | NA | NA | … | … | 0.68 | 5.10 | 7.57 | 22.76 | 6.11 | 21.90 | 3.23 | 37.50 | 2.01 | 6.05 | 8.28 | 5.62 | 7.50 | 5.59 | 14.16 | 8.77 | 16.63 | 34.63 | 6.81 | 10.33 | 4.36 | 7.04 | 6.61 | 13.93 | 10.93 |
| Yield(%) | NA | 3.18 | 4.69 | 4.51 | 4.04 | NA | NA | … | … | NA | 0.71 | 2.92 | 5.07 | 5.36 | 5.00 | 3.16 | 5.14 | 0.48 | 4.11 | 3.69 | 4.90 | 3.92 | 3.02 | 2.74 | 2.25 | 2.14 | 6.55 | 8.59 | 6.03 | 5.39 | 2.83 | 2.56 | 2.41 | 4.44 |
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 |
|---|---|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT PLAN Strategic Asset Allocation – Optimal Mod |
-5.52%
Feb 2006 – Feb 2009 |
1.14%
Feb 2004 – Feb 2009 |
4.51%
Oct 2013 – Oct 2023 |
4.55%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIRKLAND and ELLIS LLP DEFINED CONTRIBUTION RETIREMENT PLAN Strategic Asset Allocation – Optimal Mod |
21.33%
Feb 2009 – Feb 2012 |
16.29%
Feb 2009 – Feb 2014 |
10.66%
Mar 2003 – Mar 2013 |
9.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart