Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANDREWS KURTH RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 13.60% | 0.94% | 5.33% | 4.95% | 6.22% | 7.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANDREWS KURTH 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 (%) | -1.37 | 13.60 | 0.94 | 5.33 | 4.95 | 6.22 | 7.64 | … | … | 0.59 | -1.69 | 12.58 | -12.56 | 6.96 | 14.10 | 19.13 | -6.66 | 10.64 | 5.45 | -2.42 | 5.96 | 9.40 | 9.33 | 2.39 | 15.16 | 24.52 | -3.19 | 16.34 | 18.10 | 6.87 | 10.61 | 17.18 | -2.13 | 0.79 |
| Sharpe Ratio | NA | -0.65 | -0.46 | 0.10 | 0.29 | NA | NA | … | … | 0.05 | -0.78 | 1.07 | -1.36 | 0.72 | 1.35 | 2.75 | -0.96 | 2.05 | 0.90 | -0.33 | 1.06 | 1.36 | 2.12 | 0.27 | 1.25 | 2.81 | -0.49 | 1.14 | 1.72 | 0.76 | 1.30 | 3.75 | -0.77 | -0.25 |
| Standard Deviation(%) | NA | 10.54 | 9.61 | 9.77 | 8.37 | NA | NA | … | … | 9.77 | 10.58 | 7.78 | 10.24 | 9.65 | 10.28 | 6.45 | 8.33 | 4.88 | 5.81 | 7.40 | 5.60 | 6.89 | 4.38 | 8.57 | 12.08 | 8.71 | 8.42 | 11.71 | 8.63 | 6.17 | 7.42 | 4.40 | 4.21 | 6.00 |
| Draw Down(%) | NA | 10.10 | 12.29 | 14.62 | 14.62 | NA | NA | … | … | 0.58 | 9.99 | 6.56 | 13.67 | 5.31 | 7.62 | 3.30 | 13.88 | 2.17 | 6.56 | 10.34 | 4.34 | 6.51 | 3.89 | 8.97 | 8.65 | 4.46 | 10.05 | 8.91 | 9.06 | 4.23 | 9.21 | 1.92 | 7.91 | 7.43 |
| Yield(%) | NA | 4.06 | 3.15 | 3.80 | 3.50 | NA | NA | … | … | NA | 1.13 | 3.56 | 2.12 | 2.65 | 4.79 | 5.39 | 4.78 | 0.26 | 4.86 | 3.54 | 3.14 | 4.06 | 4.24 | 2.66 | 3.16 | 3.46 | 3.42 | 4.79 | 3.05 | 3.13 | 3.48 | 2.78 | 0.48 | 3.09 |
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 |
|---|---|---|---|---|
| ANDREWS KURTH RETIREMENT PLAN Tactical Asset Allocation Moderate |
-1.09%
Dec 2021 – Dec 2024 |
2.40%
Dec 2013 – Dec 2018 |
3.66%
Mar 2015 – Mar 2025 |
4.83%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANDREWS KURTH RETIREMENT PLAN Tactical Asset Allocation Moderate |
16.05%
Oct 2004 – Oct 2007 |
14.60%
Oct 2005 – Oct 2010 |
11.62%
Jan 2003 – Jan 2013 |
9.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart