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 Strategic Asset Allocation - Optimal Moderate | NA | 25.10% | 0.55% | 6.96% | 6.99% | 7.92% | 7.07% | 7.33% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.04 | 25.10 | 0.55 | 6.96 | 6.99 | 7.92 | 7.07 | 7.33 | NA | 6.57 | 13.12 | -18.16 | 8.40 | 22.12 | 21.89 | -4.32 | 14.34 | 6.02 | 2.13 | 5.60 | 14.15 | 11.11 | 0.89 | 13.83 | 24.27 | -23.24 | 6.22 | 12.41 | 8.55 | 13.62 | 22.58 | -4.16 | 3.01 |
| Sharpe Ratio | NA | 0.14 | -0.31 | 0.22 | 0.45 | NA | NA | 0.49 | 0.04 | 0.00 | 0.92 | -1.21 | 0.86 | 1.15 | 2.92 | -0.59 | 3.16 | 0.71 | 0.24 | 0.86 | 1.94 | 1.40 | 0.06 | 1.17 | 1.23 | -1.03 | 0.33 | 1.24 | 1.01 | 1.84 | 3.11 | -0.53 | 0.09 |
| Standard Deviation(%) | NA | 9.86 | 12.28 | 13.49 | 10.99 | NA | NA | 11.41 | 8.61 | 9.94 | 9.65 | 16.12 | 9.70 | 19.00 | 7.02 | 9.50 | 4.34 | 8.16 | 8.63 | 6.48 | 7.27 | 7.88 | 15.28 | 11.71 | 19.60 | 23.45 | 9.72 | 7.36 | 6.34 | 6.90 | 7.03 | 9.95 | 8.05 |
| Draw Down(%) | NA | 6.71 | 23.21 | 24.97 | 24.97 | NA | NA | 38.55 | 0.75 | 6.69 | 10.09 | 24.15 | 6.79 | 21.75 | 3.71 | 11.21 | 1.92 | 7.13 | 8.80 | 4.69 | 6.58 | 6.43 | 13.99 | 8.28 | 18.81 | 36.01 | 6.05 | 7.54 | 4.23 | 6.97 | 6.30 | 15.95 | 10.39 |
| Yield(%) | NA | 3.84 | 4.32 | 4.11 | 3.64 | NA | NA | 4.00 | NA | 0.73 | 3.56 | 3.69 | 4.76 | 4.14 | 3.70 | 3.81 | 0.37 | 3.33 | 5.00 | 3.56 | 4.96 | 2.61 | 2.55 | 2.45 | 2.97 | 4.27 | 7.79 | 5.56 | 5.61 | 4.91 | 3.02 | 3.77 | 4.87 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIMBALL INTERNATIONAL INC. RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-8.23%
Feb 2006 - Feb 2009 |
-0.90%
Feb 2004 - Feb 2009 |
5.21%
Jan 2006 - Jan 2016 |
5.16%
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 Strategic Asset Allocation - Optimal Moderate |
20.20%
Feb 2009 - Feb 2012 |
16.11%
Feb 2009 - Feb 2014 |
10.91%
Feb 2009 - Feb 2019 |
9.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart