Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN – NONUNION EMPLOYEES Tactical Asset Allocation Moderate | NA | 21.45% | 3.77% | 7.54% | 6.27% | 7.40% | 9.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN – NONUNION EMPLOYEES 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 (%) | -0.54 | 21.45 | 3.77 | 7.54 | 6.27 | 7.40 | 9.36 | … | … | 0.88 | 5.65 | 11.75 | -12.46 | 10.06 | 15.62 | 20.08 | -9.80 | 11.88 | 6.76 | 1.59 | 2.06 | 14.93 | 8.17 | 10.39 | 10.67 | 17.35 | 3.39 | 19.63 | 17.77 | 14.15 | 14.27 | 21.10 | 2.84 | 7.26 |
| Sharpe Ratio | NA | 0.05 | -0.18 | 0.25 | 0.37 | NA | NA | … | … | 0.07 | -0.08 | 0.96 | -1.05 | 0.92 | 0.83 | 2.29 | -0.92 | 2.01 | 0.76 | 0.18 | 0.24 | 1.98 | 0.94 | 0.73 | 1.16 | 1.85 | 0.41 | 1.37 | 1.52 | 1.79 | 1.55 | 3.04 | 0.30 | 0.66 |
| Standard Deviation(%) | NA | 11.94 | 11.25 | 13.00 | 11.13 | NA | NA | … | … | 12.64 | 11.95 | 7.84 | 13.22 | 10.92 | 18.53 | 8.14 | 12.07 | 5.59 | 8.63 | 8.85 | 8.39 | 7.51 | 8.65 | 14.25 | 9.16 | 9.32 | 6.06 | 12.17 | 9.52 | 6.71 | 8.62 | 6.71 | 5.75 | 7.49 |
| Draw Down(%) | NA | 9.78 | 18.56 | 22.51 | 22.51 | NA | NA | … | … | 0.96 | 9.78 | 6.70 | 19.57 | 6.38 | 22.51 | 3.57 | 19.08 | 2.63 | 5.12 | 7.87 | 7.39 | 3.96 | 6.52 | 10.54 | 6.95 | 4.16 | 4.43 | 9.77 | 12.90 | 5.17 | 10.03 | 3.79 | 5.02 | 6.91 |
| Yield(%) | NA | 3.89 | 5.20 | 4.78 | 4.37 | NA | NA | … | … | NA | 0.92 | 3.98 | 4.79 | 7.13 | 4.65 | 3.56 | 4.99 | 1.36 | 4.07 | 5.14 | 4.96 | 3.50 | 3.61 | 3.49 | 2.01 | 3.78 | 3.91 | 22.81 | 13.70 | 10.61 | 6.88 | 3.90 | 5.20 | 5.06 |
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 |
|---|---|---|---|---|
| KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN – NONUNION EMPLOYEES Tactical Asset Allocation M |
0.64%
Mar 2017 – Mar 2020 |
2.08%
Mar 2015 – Mar 2020 |
4.56%
Oct 2013 – Oct 2023 |
6.46%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN – NONUNION EMPLOYEES Tactical Asset Allocation M |
21.23%
Oct 2004 – Oct 2007 |
17.67%
Oct 2002 – Oct 2007 |
14.04%
Jul 2003 – Jul 2013 |
11.74%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart