Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 22.50% | 4.71% | 9.21% | 8.11% | 9.46% | 9.65% | 10.00% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 22.50 | 4.71 | 9.21 | 8.11 | 9.46 | 9.65 | 10.00 | NA | 4.87 | 14.67 | -11.50 | 15.11 | 17.49 | 17.67 | -2.36 | 14.29 | 7.49 | -0.52 | 4.27 | 16.03 | 12.61 | 5.51 | 19.62 | 18.25 | 0.27 | 8.58 | 19.34 | 6.55 | 10.94 | 22.58 | 4.23 | 5.34 |
| Sharpe Ratio | NA | 0.01 | -0.09 | 0.40 | 0.53 | NA | NA | 0.84 | 0.08 | -0.16 | 1.19 | -0.91 | 1.59 | 0.93 | 2.59 | -0.39 | 2.80 | 0.87 | -0.06 | 0.57 | 2.17 | 1.78 | 0.35 | 1.50 | 1.63 | -0.11 | 0.52 | 2.08 | 0.64 | 1.30 | 3.95 | 0.65 | 0.55 |
| Standard Deviation(%) | NA | 10.34 | 11.37 | 12.83 | 10.61 | NA | NA | 9.61 | 9.04 | 10.45 | 8.78 | 14.22 | 9.47 | 18.51 | 6.27 | 9.33 | 4.89 | 8.36 | 9.18 | 7.50 | 7.38 | 7.04 | 15.45 | 12.98 | 11.12 | 5.74 | 10.80 | 7.72 | 6.85 | 7.68 | 5.54 | 4.80 | 5.49 |
| Draw Down(%) | NA | 8.26 | 14.15 | 20.27 | 20.27 | NA | NA | 20.27 | 0.71 | 8.26 | 8.10 | 15.65 | 4.73 | 20.27 | 3.13 | 10.80 | 1.48 | 6.01 | 10.00 | 5.74 | 7.29 | 4.79 | 12.39 | 7.06 | 4.91 | 5.43 | 6.81 | 6.18 | 4.86 | 10.51 | 2.27 | 2.57 | 3.44 |
| Yield(%) | NA | 4.23 | 3.75 | 4.14 | 4.01 | NA | NA | 0.00 | NA | 0.98 | 4.52 | 3.54 | 3.04 | 5.33 | 5.51 | 2.79 | 4.02 | 5.69 | 3.10 | 4.02 | 6.91 | 3.72 | 2.81 | 2.69 | 4.26 | 4.38 | 7.09 | 6.68 | 3.98 | 2.93 | 5.08 | 5.97 | 5.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
2.10%
Dec 2021 - Dec 2024 |
4.32%
Mar 2015 - Mar 2020 |
6.44%
Oct 2013 - Oct 2023 |
8.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
17.58%
Jun 2009 - Jun 2012 |
15.09%
Feb 2009 - Feb 2014 |
12.67%
Apr 2003 - Apr 2013 |
11.03%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart