Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 32.14% | 13.62% | 12.66% | 8.15% | 8.47% | 6.81% | 7.04% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.30 | 32.14 | 13.62 | 12.66 | 8.15 | 8.47 | 6.81 | 7.04 | NA | 18.47 | 24.03 | -2.07 | 8.00 | 12.13 | 14.86 | -6.92 | 8.90 | 4.93 | 2.19 | 1.81 | 18.57 | 11.36 | 0.02 | 11.08 | 18.65 | -21.97 | 3.42 | 9.99 | 3.36 | 8.95 | 19.68 | -5.30 | 8.68 |
| Sharpe Ratio | NA | 1.64 | 1.00 | 0.82 | 0.66 | NA | NA | 0.53 | 0.15 | 1.53 | 2.70 | -0.29 | 0.88 | 0.68 | 2.02 | -0.87 | 1.27 | 0.51 | 0.24 | 0.25 | 2.77 | 1.58 | 0.00 | 1.03 | 1.23 | -1.18 | 0.06 | 1.32 | 0.22 | 1.11 | 2.11 | -0.49 | 0.60 |
| Standard Deviation(%) | NA | 7.71 | 9.26 | 11.39 | 9.96 | NA | NA | 10.36 | 5.18 | 7.76 | 7.33 | 11.95 | 9.04 | 17.59 | 6.64 | 9.51 | 6.52 | 9.20 | 9.18 | 7.12 | 6.69 | 7.17 | 13.55 | 10.71 | 15.10 | 19.33 | 7.77 | 5.11 | 5.43 | 7.25 | 8.98 | 13.08 | 10.57 |
| Draw Down(%) | NA | 4.78 | 12.63 | 21.64 | 21.64 | NA | NA | 35.01 | 0.27 | 4.78 | 3.70 | 12.90 | 4.88 | 21.64 | 4.10 | 13.86 | 5.16 | 8.28 | 7.25 | 6.69 | 3.82 | 5.81 | 12.77 | 9.14 | 15.63 | 30.38 | 5.62 | 3.97 | 3.85 | 6.22 | 7.97 | 18.38 | 11.20 |
| Yield(%) | NA | 17.22 | 11.40 | 8.29 | 5.50 | NA | NA | 4.23 | NA | 4.75 | 16.36 | 7.32 | 5.09 | 3.16 | 4.32 | 4.41 | 0.73 | 1.53 | 5.00 | 2.25 | 2.74 | 2.39 | 2.56 | 2.79 | 2.43 | 2.57 | 6.37 | 4.87 | 1.98 | 3.31 | 2.85 | 3.21 | 4.21 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-7.83%
Feb 2006 - Feb 2009 |
-2.88%
Feb 2004 - Feb 2009 |
3.99%
May 2002 - May 2012 |
3.94%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Strategic Asset Allocation - Equal Weight Moderate |
15.83%
Feb 2009 - Feb 2012 |
14.51%
Feb 2009 - Feb 2014 |
8.61%
Feb 2009 - Feb 2019 |
9.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart