Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUREWEST KSOP Tactical Asset Allocation Moderate | NA | 17.72% | -1.82% | 3.22% | 4.16% | 5.07% | 5.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUREWEST KSOP 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 (%) | -1.12 | 17.72 | -1.82 | 3.22 | 4.16 | 5.07 | 5.87 | … | … | 0.39 | 6.29 | 11.03 | -18.62 | 4.39 | 13.04 | 12.24 | -2.99 | 14.91 | 4.06 | -0.92 | 6.32 | 15.70 | 5.90 | -4.85 | 8.91 | 20.58 | -3.25 | 9.35 | 10.99 | 4.76 | 13.08 | 17.57 | -2.45 | 0.83 |
| Sharpe Ratio | NA | 0.11 | -0.54 | 0.01 | 0.30 | NA | NA | … | … | 0.06 | -0.04 | 0.84 | -2.00 | 0.49 | 1.26 | 2.29 | -0.57 | 3.09 | 0.88 | -0.18 | 1.06 | 2.37 | 1.02 | -0.55 | 0.81 | 2.62 | -1.34 | 0.70 | 1.02 | 0.41 | 1.41 | 2.99 | -1.00 | -0.39 |
| Standard Deviation(%) | NA | 8.46 | 8.90 | 9.16 | 7.54 | NA | NA | … | … | 5.14 | 8.53 | 8.03 | 9.98 | 8.87 | 10.14 | 4.72 | 7.53 | 4.61 | 4.37 | 5.37 | 5.93 | 6.61 | 5.72 | 8.85 | 10.91 | 7.83 | 3.11 | 9.05 | 7.56 | 6.29 | 8.58 | 5.64 | 3.55 | 3.75 |
| Draw Down(%) | NA | 6.18 | 18.76 | 22.35 | 22.35 | NA | NA | … | … | 0.35 | 6.18 | 7.07 | 19.33 | 6.60 | 15.55 | 3.25 | 9.23 | 1.88 | 3.70 | 5.31 | 5.36 | 5.13 | 5.36 | 10.38 | 9.17 | 3.80 | 4.24 | 6.48 | 9.37 | 4.47 | 6.64 | 3.68 | 5.24 | 3.95 |
| Yield(%) | NA | 4.97 | 4.09 | 4.41 | 3.53 | NA | NA | … | … | NA | 0.75 | 5.07 | 3.44 | 2.81 | 3.97 | 6.78 | 3.78 | 0.30 | 3.18 | 2.70 | 2.90 | 2.50 | 2.79 | 2.37 | 2.71 | 3.98 | 1.68 | 5.18 | 5.65 | 3.66 | 2.09 | 2.29 | 0.91 | 0.76 |
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 |
|---|---|---|---|---|
| SUREWEST KSOP Tactical Asset Allocation Moderate |
-3.03%
Apr 2021 – Apr 2024 |
0.90%
Dec 2017 – Dec 2022 |
3.25%
Oct 2013 – Oct 2023 |
4.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUREWEST KSOP Tactical Asset Allocation Moderate |
13.17%
Apr 2003 – Apr 2006 |
11.75%
Oct 2002 – Oct 2007 |
8.57%
Jul 2003 – Jul 2013 |
8.16%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart