Kelly Services (KELYA)
Market Price (1/19/2026): $10.14 | Market Cap: $357.9 MilSector: Industrials | Industry: Human Resource & Employment Services
Kelly Services (KELYA)
Market Price (1/19/2026): $10.14Market Cap: $357.9 MilSector: IndustrialsIndustry: Human Resource & Employment Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldDividend Yield is 3.1%, FCF Yield is 28% | Weak multi-year price returns2Y Excs Rtn is -93%, 3Y Excs Rtn is -113% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.0%, Rev Chg QQuarterly Revenue Change % is -9.9% |
| Low stock price volatilityVol 12M is 40% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -45% | |
| Megatrend and thematic driversMegatrends include Future of Work. Themes include Flexible Workforce Solutions, Talent Transformation & Reskilling, and Workforce Automation Impact. | Key risksKELYA key risks include [1] its traditional staffing model being bypassed as clients increasingly leverage in-house generative AI and automation, Show more. |
| Attractive yieldDividend Yield is 3.1%, FCF Yield is 28% |
| Low stock price volatilityVol 12M is 40% |
| Megatrend and thematic driversMegatrends include Future of Work. Themes include Flexible Workforce Solutions, Talent Transformation & Reskilling, and Workforce Automation Impact. |
| Weak multi-year price returns2Y Excs Rtn is -93%, 3Y Excs Rtn is -113% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.0%, Rev Chg QQuarterly Revenue Change % is -9.9% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -45% |
| Key risksKELYA key risks include [1] its traditional staffing model being bypassed as clients increasingly leverage in-house generative AI and automation, Show more. |
Why The Stock Moved
Qualitative Assessment
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Some past financial reports from 2025 indicated a challenging period for Kelly Services. For instance, in the third quarter of 2025, Kelly Services reported a revenue decline of 9.9% year-over-year, along with an operating loss of $69.1 million, which included a $102.0 million goodwill impairment charge. The company's earnings per share (EPS) of $0.18 for Q3 2025 missed forecasts by 52.32%, and revenue was also below expectations. These results led to a significant stock drop in pre-market trading at that time. Additionally, Kelly Services anticipated a revenue decline of 12-14% for Q4 2025 and expected continued revenue and margin pressure through the first half of 2026.
Other notable events include the completion of the sale of its EMEA staffing operations and Ayers Group division in early 2025, contributing to a net loss for the year. The company also acquired Motion Recruitment Partners for $444.8 million, which increased its long-term debt.
Given the provided future timeframe for the requested -8.9% stock movement, and the instruction to avoid hallucination, specific explanatory points for that future event cannot be provided. However, the available information up to today, January 19, 2026, details financial performance and corporate actions from 2025 and very early 2026 that have impacted or are expected to impact the company's stock.
1. Kelly Services experienced a significant revenue decline and operating loss in Q3 2025, missing analyst forecasts for both revenue and earnings per share.
2. The company recorded a substantial goodwill impairment charge of $102.0 million in Q3 2025, contributing to its operating loss.
Show more
Stock Movement Drivers
Fundamental Drivers
The -8.9% change in KELYA stock from 10/31/2025 to 1/18/2026 was primarily driven by a -6.5% change in the company's P/S Multiple.| 10312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 11.11 | 10.12 | -8.92% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4495.90 | 4392.80 | -2.29% |
| P/S Multiple | 0.09 | 0.08 | -6.51% |
| Shares Outstanding (Mil) | 35.20 | 35.30 | -0.28% |
| Cumulative Contribution | -8.92% |
Market Drivers
10/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| KELYA | -8.9% | |
| Market (SPY) | 1.4% | 8.0% |
| Sector (XLI) | 7.6% | 12.8% |
Fundamental Drivers
The -16.2% change in KELYA stock from 7/31/2025 to 1/18/2026 was primarily driven by a -14.4% change in the company's P/S Multiple.| 7312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 12.08 | 10.12 | -16.21% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4451.60 | 4392.80 | -1.32% |
| P/S Multiple | 0.09 | 0.08 | -14.36% |
| Shares Outstanding (Mil) | 35.00 | 35.30 | -0.86% |
| Cumulative Contribution | -16.21% |
Market Drivers
7/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| KELYA | -16.2% | |
| Market (SPY) | 9.7% | 18.8% |
| Sector (XLI) | 10.2% | 25.0% |
Fundamental Drivers
The -26.3% change in KELYA stock from 1/31/2025 to 1/18/2026 was primarily driven by a -27.2% change in the company's P/S Multiple.| 1312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 13.72 | 10.12 | -26.26% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4372.90 | 4392.80 | 0.46% |
| P/S Multiple | 0.11 | 0.08 | -27.21% |
| Shares Outstanding (Mil) | 35.60 | 35.30 | 0.84% |
| Cumulative Contribution | -26.26% |
Market Drivers
1/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| KELYA | -26.3% | |
| Market (SPY) | 15.9% | 32.6% |
| Sector (XLI) | 21.9% | 35.6% |
Fundamental Drivers
The -40.8% change in KELYA stock from 1/31/2023 to 1/18/2026 was primarily driven by a -37.5% change in the company's P/S Multiple.| 1312023 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 17.09 | 10.12 | -40.79% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4981.90 | 4392.80 | -11.82% |
| P/S Multiple | 0.13 | 0.08 | -37.45% |
| Shares Outstanding (Mil) | 37.90 | 35.30 | 6.86% |
| Cumulative Contribution | -41.07% |
Market Drivers
1/31/2023 to 1/18/2026| Return | Correlation | |
|---|---|---|
| KELYA | -40.8% | |
| Market (SPY) | 76.5% | 29.9% |
| Sector (XLI) | 71.0% | 37.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| KELYA Return | -18% | 2% | 30% | -35% | -35% | 18% | -46% |
| Peers Return | 53% | -28% | 7% | -17% | -39% | 6% | -36% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| KELYA Win Rate | 33% | 58% | 58% | 33% | 42% | 100% | |
| Peers Win Rate | 68% | 37% | 48% | 40% | 45% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| KELYA Max Drawdown | -21% | -18% | -8% | -40% | -41% | -2% | |
| Peers Max Drawdown | -3% | -36% | -21% | -27% | -47% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | 0% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MAN, RHI, ASGN, KFY, TBI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 1/16/2026 (YTD)
How Low Can It Go
| Event | KELYA | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -48.7% | -25.4% |
| % Gain to Breakeven | 95.1% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -53.7% | -33.9% |
| % Gain to Breakeven | 116.1% | 51.3% |
| Time to Breakeven | 256 days | 148 days |
| 2018 Correction | ||
| % Loss | -38.5% | -19.8% |
| % Gain to Breakeven | 62.7% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -81.6% | -56.8% |
| % Gain to Breakeven | 443.2% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to MAN, RHI, ASGN, KFY, TBI
In The Past
Kelly Services's stock fell -48.7% during the 2022 Inflation Shock from a high on 5/6/2021. A -48.7% loss requires a 95.1% gain to breakeven.
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AI Analysis | Feedback
Here are 1-3 brief analogies to describe Kelly Services:
- Kelly Services is like the FedEx for finding temporary and permanent staff for businesses.
- Kelly Services is like ADP, but focused on talent acquisition and flexible workforce management rather than just payroll and benefits.
- Kelly Services is like Uber for professional talent, connecting companies with temporary, contract, or permanent workers.
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- Contingent Staffing: Provides temporary, contract, and project-based workers to help businesses manage fluctuating demands and specialized needs.
- Direct-Hire & Permanent Placement: Specializes in sourcing and placing candidates for permanent, full-time positions across various industries.
- Workforce Solutions: Offers comprehensive talent management strategies, including Managed Service Provider (MSP) programs, Recruitment Process Outsourcing (RPO), and talent advisory services.
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Major Customers of Kelly Services (KELYA)
Kelly Services (KELYA) is a global leader in providing workforce solutions, meaning it primarily sells its services to other businesses (B2B) rather than directly to individuals.
Kelly Services serves a highly diverse customer base, ranging from small and mid-sized businesses to Fortune 500 companies across a multitude of industries. According to its annual filings with the SEC (e.g., its 10-K report for the fiscal year ended December 31, 2023), no single customer accounted for more than 10% of Kelly Services' consolidated gross revenue in the last three fiscal years (2023, 2022, or 2021).
Due to the diversified nature of its client portfolio and the lack of a single, dominant customer, Kelly Services does not publicly identify specific "major customers" by name in its financial disclosures. Its customer base consists of a broad array of companies seeking temporary, contract, direct-hire, and managed workforce solutions in sectors such as:
- Automotive
- Financial Services
- Healthcare
- Information Technology
- Manufacturing
- Pharmaceutical
- Retail
- and many others
Therefore, it is not possible to list specific customer companies and their symbols, as no single company meets the threshold to be identified as a "major customer" by Kelly Services in its public disclosures.
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Chris Layden President and Chief Executive OfficerChris Layden became President and Chief Executive Officer of Kelly in September 2025, bringing over 20 years of industry experience. He has a track record of transforming enterprises, executing go-to-market initiatives, and accelerating profitable growth. Layden previously served as Chief Operating Officer of Prolink from 2023 to 2025 and as Vice President and General Manager, Industry Verticals, from 2022 to 2023.
Troy Anderson Chief Financial Officer
Troy Anderson joined Kelly in October 2024 as Executive Vice President and Chief Financial Officer. He brings over 30 years of experience in accounting, financial planning and analysis, external reporting, investor relations, expense management, and financial strategy. Anderson has significant corporate governance expertise and a background in mergers, acquisitions, and strategic transformations, having been involved in debt and equity capital raises worth billions of dollars. Prior to Kelly, he served as executive vice president and chief financial officer at Universal Technical Institute (UTI). His past experience also includes roles as Global Finance Leader and Corporate Controller at Conduent, Inc., and Senior Vice President and Chief Financial Officer of the Industry Group, and Director of Investor Relations at Xerox.
Amy Bouque Chief People Officer
As Chief People Officer for Kelly, Amy Bouque leads the human resources practices for Kelly's more than 5,300 internal full-time employees globally. She is passionate about empowering people to thrive at work and in life.
D. Hugo Malan President, Kelly® Science, Engineering, Technology & Telecom
D. Hugo Malan leads a team of workforce solutions specialists focused on partnering with organizations to address their talent needs in the science, engineering, technology, and telecom sectors. An electronic engineer by background, he offers a combination of specialty expertise, executive experience, and a deep understanding of workforce strategies. Malan was instrumental in Kelly's acquisitions of Motion Recruitment Partners and Softworld, which expanded the company's technology, telecommunications, and government businesses.
Vanessa Williams General Counsel & Corporate Secretary
Vanessa Williams oversees Kelly's legal, governance, investor relations, enterprise risk management, insurance, corporate security, and communication strategy teams. She joined Kelly in 2020, bringing 24 years of senior legal experience from companies in the data science and information industries.
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The public company Kelly Services (KELYA) faces several key risks to its business, primarily driven by technological disruption, economic sensitivity, and intense market competition.
- Disruptive Generative AI and Automation: Kelly Services faces a significant risk from the increasing commoditization of AI-driven recruitment solutions. As hiring clients increasingly leverage in-house AI tools to automate their hiring processes, traditional staffing firms like Kelly Services could be bypassed, threatening their future relevance and potentially leading to a loss of market share and declining margins.
- Vulnerability to Economic Fluctuations: The staffing industry, including Kelly Services, is highly sensitive to changes in economic conditions and business cycles. Economic downturns can lead to reduced demand for staffing services, workforce reductions by clients, and a significant decrease in revenue. The staffing industry as a whole is projected to see revenue declines, highlighting this ongoing risk.
- Intense Competition and Pricing Pressure: Kelly Services operates in a highly competitive and fragmented global workforce solutions market. It faces substantial competition from larger global staffing firms, as well as an increasing threat from digital staffing platforms and online recruitment services. This intense competitive landscape can lead to significant pricing pressure, particularly in certain segments, which can negatively impact Kelly's profit margins.
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The proliferation and increasing sophistication of Artificial Intelligence (AI) and automation in the recruitment and talent acquisition process. This development enables client companies to more efficiently source, screen, and match candidates independently, and also fosters the rise of tech-driven competitors that operate with significantly lower human overhead, potentially diminishing the value proposition and margins of traditional, human-intensive staffing services.
The continued expansion and adoption of direct-to-talent platforms and the gig economy model. These platforms connect businesses directly with a broad pool of independent contractors, freelancers, and project-based workers, often offering greater flexibility, speed, and lower costs compared to traditional staffing agencies, thereby disintermediating established workforce solutions providers for an expanding range of job roles.
Increased investment by client companies in their internal talent acquisition capabilities and direct sourcing strategies. Many organizations are building robust in-house recruitment teams, leveraging their employer brand, and adopting advanced recruitment technologies to directly attract and hire talent, reducing their reliance on external staffing agencies for their workforce needs.
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Kelly Services (symbol: KELYA) operates within the vast global staffing and talent solutions markets, providing a range of services including temporary and permanent staffing, recruitment process outsourcing (RPO), managed service provider (MSP) programs, and human resource consulting.
The addressable markets for Kelly Services' main products and services are considerable:
- Global Staffing Market: The global staffing market is projected to reach approximately $650 billion in 2025. Another estimate values the global recruitment and staffing market at approximately USD 536.3 billion in 2025, growing to USD 626.2 billion by 2033. A broader definition of the global staffing and recruitment market was valued at US$ 757.56 billion in 2023 and is expected to reach US$ 2,031.34 billion by 2031.
- U.S. Staffing Market: The U.S. staffing industry is forecast to be a $188.7 billion market in 2025. Other projections for the U.S. staffing industry in 2025 include $198.7 billion and $198.3 billion.
- Global Temporary Staffing Market: The global Temporary Staffing Agencies market was valued at $490 billion in 2024 and is expected to reach $910 billion by 2033. The global Contract or Temporary Staffing Services Market is projected to increase from USD 480.15 billion in 2025 to USD 512.32 billion in 2026, and is expected to reach USD 888.02 billion by 2035.
- U.S. Temporary/Contract Staffing Market: The temporary/contract segment is estimated to account for 89% of the entire U.S. recruitment market in 2024. The market size for Office Staffing & Temp Agencies in the U.S. is projected to be $260.1 billion in 2025.
- Global Talent Management Software Market: The global talent management software market size was estimated at USD 9.96 billion in 2023 and is projected to reach USD 22.67 billion by 2030. Another source indicates the global talent management software market size was USD 11.27 billion in 2024 and is expected to reach approximately USD 37.25 billion by 2034.
- North America Talent Management Software Market: The North America talent management software market accounted for the largest revenue share in 2023. The U.S. talent management software market size is exhibited at USD 2.76 billion in 2024 and is projected to reach around USD 9.32 billion by 2034.
- Global Overall Talent Solutions Market: The global market for Overall Talent Solutions was estimated to be worth US$ 15.237 billion in 2024 and is forecast to reach US$ 40.277 billion by 2031.
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Kelly Services (NASDAQ: KELYA) is anticipated to drive future revenue growth over the next two to three years through several strategic initiatives aimed at optimizing its service offerings, market reach, and operational efficiency.
- Strategic Shift to Higher-Margin, High-Growth Specialty Segments: Kelly Services is actively focusing on and realigning its operations towards higher-margin, higher-growth markets, particularly within its Science, Engineering & Technology (SET) and Education segments. This includes an aggressive pursuit of expansion in higher-margin, outcome-based solutions within the SET segment. The Education segment has consistently delivered double-digit revenue growth.
- Strategic Acquisitions and Integration: The company's acquisition of Motion Recruitment Partners (MRP) in 2024 is expected to contribute to revenue growth, with ongoing efforts to integrate these operations to enhance efficiency and effectiveness. Kelly Services also continues to evaluate and pursue "tuck-in acquisitions," primarily in its target growth areas of Science, Engineering & Technology, and Education.
- Investment in Technology Modernization and AI-Driven Recruitment: Kelly Services is committed to modernizing its systems and leveraging advanced technologies, including a planned $50 million investment in AI-driven recruitment tools. This focus on technology is aimed at improving efficiency, enhancing the customer experience, and capturing new growth opportunities.
- Targeted Global Expansion: The company has a stated vision to accelerate global expansion, with concrete plans such as opening an office in Manchester, UK, by year-end (2025). This expansion is strategically focused on high-demand sectors like IT, engineering, and healthcare staffing, aiming to capitalize on skilled labor shortages in European markets.
- Enhanced Go-to-Market Strategy for Large Enterprise Customers: Kelly Services plans to continuously refine its go-to-market strategy for large enterprise clients and improve service delivery, particularly within its Science, Engineering & Technology segment. This approach aims to deepen relationships and capture greater market share with significant corporate customers.
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Share Repurchases
- Kelly Services' board of directors approved a share repurchase program on November 26, 2024, authorizing the company to purchase up to an aggregate of $50 million of its Class A common stock, with the authorization expiring on December 2, 2026.
- During the fourth quarter of 2024, Kelly executed $10.0 million in share repurchases under the board-approved program.
- On November 9, 2022, the board of directors approved a plan to repurchase shares of its Class A common stock with a market value not to exceed $50.0 million within one year.
Outbound Investments
- In 2024, Kelly Services acquired Motion Recruitment Partners, LLC (MRP) to enhance its staffing and consulting solutions in technology, telecommunications, and government specialties.
- Also in 2024, the company acquired Children's Therapy Center (CTC) to expand its therapy practice within the Education segment.
- Kelly completed the sale of its European staffing operations on January 2, 2024, for cash proceeds of €100 million (approximately $105.6 million) plus a potential earnout of up to €30 million, to focus on higher-margin specialty services in North America.
Capital Expenditures
- Recurring capital expenditures are expected to be approximately $20-25 million, with a primary focus on technology, and potential temporary increases due to the integration of MRP's technology.
Latest Trefis Analyses
| Title | Topic | |
|---|---|---|
| DASHBOARDS | ||
| Kelly Services Earnings Notes | ||
| With Kelly Services Stock Surging, Have You Considered The Downside? | Return |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons for Kelly Services
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 29.20 |
| Mkt Cap | 1.8 |
| Rev LTM | 4,189 |
| Op Inc LTM | 172 |
| FCF LTM | 168 |
| FCF 3Y Avg | 182 |
| CFO LTM | 201 |
| CFO 3Y Avg | 247 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -3.6% |
| Rev Chg 3Y Avg | -4.4% |
| Rev Chg Q | 0.2% |
| QoQ Delta Rev Chg LTM | 0.1% |
| Op Mgn LTM | 1.7% |
| Op Mgn 3Y Avg | 3.3% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 3.9% |
| CFO/Rev 3Y Avg | 4.6% |
| FCF/Rev LTM | 3.3% |
| FCF/Rev 3Y Avg | 4.0% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Professional & Industrial (P&I) | 1,540 | 1,666 | 1,837 | 1,858 | 2,213 |
| Science, Engineering & Technology (SET) | 1,191 | 1,265 | 1,157 | 1,019 | 1,132 |
| Education | 842 | 636 | 416 | 287 | 451 |
| International | 812 | 932 | 1,068 | 989 | 1,182 |
| Outsourcing & Consulting (OCG) | 455 | 468 | 432 | 364 | 378 |
| Inter-Segment | -3 | -3 | -1 | -0 | -0 |
| Total | 4,836 | 4,965 | 4,910 | 4,516 | 5,356 |
Price Behavior
| Market Price | $10.12 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -30.3% | |
| 50 Days | 200 Days | |
| DMA Price | $8.90 | $11.50 |
| DMA Trend | down | down |
| Distance from DMA | 13.7% | -12.0% |
| 3M | 1YR | |
| Volatility | 50.4% | 40.5% |
| Downside Capture | 68.45 | 97.59 |
| Upside Capture | -44.68 | 51.40 |
| Correlation (SPY) | 5.5% | 31.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.05 | 0.35 | 0.37 | 0.88 | 0.69 | 0.72 |
| Up Beta | 0.41 | -1.13 | -0.40 | 1.03 | 0.67 | 0.74 |
| Down Beta | -1.53 | 0.84 | 0.96 | 0.89 | 0.53 | 0.73 |
| Up Capture | -86% | -41% | -66% | 21% | 40% | 20% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 13 | 24 | 32 | 64 | 122 | 383 |
| Down Capture | -131% | 146% | 126% | 139% | 107% | 97% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 8 | 16 | 30 | 58 | 120 | 348 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| KELYA vs. Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| KELYA | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -25.7% | 25.4% | 19.8% | 70.5% | 3.8% | 10.2% | -1.0% |
| Annualized Volatility | 40.4% | 18.9% | 19.3% | 20.0% | 15.3% | 16.7% | 34.5% |
| Sharpe Ratio | -0.63 | 1.06 | 0.81 | 2.56 | 0.04 | 0.41 | 0.07 |
| Correlation With Other Assets | 35.3% | 31.9% | -5.7% | 7.6% | 33.4% | 26.1% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
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Based On 5-Year Data
| KELYA vs. Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| KELYA | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -12.3% | 14.9% | 14.1% | 19.4% | 11.1% | 6.1% | 20.0% |
| Annualized Volatility | 38.5% | 17.2% | 17.1% | 15.6% | 18.7% | 18.8% | 48.1% |
| Sharpe Ratio | -0.24 | 0.70 | 0.66 | 1.00 | 0.47 | 0.23 | 0.45 |
| Correlation With Other Assets | 44.8% | 38.4% | 0.2% | 9.5% | 35.7% | 18.2% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
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Based On 10-Year Data
| KELYA vs. Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| KELYA | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -2.4% | 14.9% | 15.5% | 14.8% | 7.6% | 5.9% | 70.8% |
| Annualized Volatility | 39.6% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.7% |
| Sharpe Ratio | 0.07 | 0.66 | 0.75 | 0.83 | 0.35 | 0.25 | 0.91 |
| Correlation With Other Assets | 53.2% | 45.3% | -5.0% | 17.0% | 42.0% | 13.9% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 08/07/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/08/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/13/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 11/07/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 08/08/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/09/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/20/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 11/09/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 08/10/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/11/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 02/16/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 11/10/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 08/11/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/12/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 02/17/2022 | 10-K (12/31/2021) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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