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401k Investor
LITTELFUSE, INC. 401(K) SAVINGS PLAN
LITTELFUSE, INC. 401(K) SAVINGS PLAN Asset Allocation Composite Moderate
LITTELFUSE, INC. 401(K) SAVINGS PLAN Asset Allocation Composite Moderate
live (public) 0.02% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | PRCIX (T. ROWE PRICE NEW INCOME FUND INC. T. ROWE PRICE NEW INCOME FUND INC.) | 0.12% | T. Rowe Price Retirement New Income Fund | 38.43% |
| US Equity | PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) | 0.27% | T. Rowe Price Retirement Growth Stock Fund | 14.21% |
| US Equity | PREIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND) | 0.27% | T. Rowe Price Retirement Equity Index 500 Fund | 14.29% |
| International Equity | PRITX (T. ROWE PRICE INTERNATIONAL STOCK FUND T. ROWE PRICE INTERNATIONAL STOCK FUND) | 0.0% | T. Rowe Price Retirement International Stock Fund | 33.07% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Asset Allocation Composite Moderate | 4.4% | 17.5% | 10.5% | 2.1% | 6.3% | 5.6% |
| VFINX (Vanguard (S&P 500) Index) | 9.1% | 24.3% | 21.1% | 13.3% | 15.3% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 16.4% | 14.1% | 7.3% | 9.6% | 9.3% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 0.1 | 4.4 | 17.5 | 10.5 | 2.1 | 6.3 | 5.6 | 6.7 | 6.6 | 14.5 | 6.0 | 9.5 | -18.3 | -0.5 | 12.7 | 18.5 | -4.6 | 15.9 | 6.3 | 1.1 | 3.4 | 12.7 | 12.1 | -1.2 | 14.3 | 16.4 | 0.6 | 9.4 | 12.4 | 7.8 | 12.0 | 17.1 | -2.8 | -3.4 |
| Sharpe Ratio | NA | 0.23 | 1.64 | 0.65 | -0.07 | 0.38 | NA | NA | 0.59 | 1.13 | 0.28 | 0.73 | -1.47 | -0.06 | 0.71 | 2.59 | -0.7 | 3.5 | 0.67 | 0.13 | 0.52 | 1.77 | 1.42 | -0.08 | 1.33 | 1.86 | -1.14 | 0.68 | 1.09 | 0.89 | 1.41 | 2.27 | -0.98 | -1.34 |
| Draw Down(%) | NA | 7.4 | 7.4 | 12.0 | 27.7 | 27.7 | NA | NA | 27.7 | 10.0 | 5.9 | 8.8 | 22.7 | 8.6 | 22.4 | 3.1 | 11.6 | 1.3 | 6.8 | 8.5 | 5.4 | 6.4 | 7.2 | 14.2 | 7.9 | 3.9 | 0.3 | 6.7 | 9.3 | 4.8 | 6.8 | 5.8 | 5.6 | 8.3 |
| Standard Deviation(%) | NA | 11.1 | 8.7 | 9.3 | 10.1 | 10.2 | NA | NA | 9.0 | 10.3 | 8.5 | 8.0 | 13.4 | 8.6 | 17.6 | 6.6 | 8.7 | 4.4 | 9.0 | 8.3 | 6.6 | 7.1 | 8.5 | 14.7 | 10.7 | 8.8 | 0.3 | 9.1 | 8.2 | 6.2 | 7.9 | 7.2 | 4.0 | 4.4 |
| Treynor Ratio | NA | 0.04 | 0.24 | 0.11 | -0.01 | 0.08 | NA | NA | 0.16 | 0.23 | 0.04 | 0.11 | -0.39 | -0.01 | 0.28 | 0.36 | -0.13 | 0.3 | 0.1 | 0.02 | 0.06 | 0.22 | 0.19 | -0.02 | 0.27 | 1.12 | -15.02 | 0.12 | 0.13 | 0.11 | 0.2 | 0.63 | -0.85 | -0.84 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | NA | NA | 0.01 | 0.02 | -0.03 | -0.02 | -0.04 | -0.05 | 0.02 | 0.02 | -0.01 | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.03 | 0.05 | 0.0 | 0.02 | 0.01 | 0.02 | 0.02 | 0.04 | -0.01 | -0.02 |
| Beta | NA | 0.7 | 0.6 | 0.56 | 0.53 | 0.5 | NA | NA | 0.33 | 0.5 | 0.59 | 0.54 | 0.51 | 0.56 | 0.45 | 0.47 | 0.47 | 0.52 | 0.63 | 0.48 | 0.53 | 0.59 | 0.62 | 0.61 | 0.53 | 0.15 | 0.0 | 0.51 | 0.69 | 0.49 | 0.57 | 0.26 | 0.05 | 0.07 |
| RSquared | NA | 0.78 | 0.73 | 0.78 | 0.79 | 0.79 | NA | NA | 0.51 | 0.83 | 0.75 | 0.77 | 0.84 | 0.71 | 0.8 | 0.81 | 0.86 | 0.63 | 0.85 | 0.81 | 0.83 | 0.83 | 0.86 | 0.92 | 0.81 | 0.2 | 0.0 | 0.81 | 0.7 | 0.67 | 0.64 | 0.38 | 0.09 | 0.12 |
| Sortino Ratio | NA | 0.34 | 2.47 | 0.93 | -0.1 | 0.51 | NA | NA | 0.82 | 1.65 | 0.39 | 1.05 | -1.98 | -0.08 | 0.91 | 3.86 | -0.9 | 5.71 | 0.91 | 0.17 | 0.73 | 2.51 | 2.16 | -0.11 | 1.97 | 2.77 | -1.1 | 0.93 | 1.61 | 1.34 | 1.99 | 3.4 | -1.35 | -1.61 |
| Yield(%) | N/A | 0.3 | 8.6 | 5.1 | 3.1 | 4.8 | 5.5 | 7.9 | 0.0 | 9.0 | 3.0 | 2.6 | 1.1 | 1.4 | 3.8 | 3.3 | 4.8 | 6.1 | 3.5 | 4.9 | 4.7 | 2.8 | 3.3 | 3.7 | 3.0 | 2.2 | 0.9 | 8.1 | 5.6 | 3.6 | 3.5 | 2.3 | 1.8 | 2.3 |
| Dividend Growth(%) | N/A | -96.1 | 203.7 | 122.0 | -0.8 | 78.9 | N/A | N/A | N/A | 219.0 | 23.1 | 101.7 | -24.8 | -57.6 | 35.3 | -35.0 | -8.7 | 89.2 | -28.1 | 7.1 | 87.8 | -4.4 | -12.7 | 39.8 | 60.2 | 143.6 | -87.6 | 60.1 | 68.5 | 16.0 | 77.8 | 27.3 | -26.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to LITTELFUSE, INC. 401(K) SAVINGS PLAN.
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