Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED 401(k) PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 35.76% | 14.36% | 13.73% | 9.08% | 9.69% | 9.62% | 8.45% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGGETT & PLATT, INCORPORATED 401(k) PLAN AND TRUST 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 | 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 (%) | -0.51 | 35.76 | 14.36 | 13.73 | 9.08 | 9.69 | 9.62 | 8.45 | NA | 20.30 | 27.91 | -2.87 | 10.01 | 10.31 | 13.90 | -5.88 | 11.73 | 8.87 | -1.14 | 6.14 | 19.46 | 12.94 | 2.70 | 11.41 | 14.38 | 2.09 | 7.76 | 14.52 | 6.92 | 10.78 | 8.06 | -4.97 | -4.46 |
| Sharpe Ratio | NA | 1.45 | 1.08 | 0.80 | 0.69 | NA | NA | 0.72 | 0.14 | 1.34 | 2.93 | -0.34 | 0.90 | 0.52 | 1.94 | -0.74 | 2.17 | 0.98 | -0.13 | 0.83 | 2.81 | 1.58 | 0.17 | 1.10 | 1.68 | 2.51 | 0.44 | 1.45 | 0.78 | 1.25 | 0.98 | -1.04 | -1.26 |
| Standard Deviation(%) | NA | 10.23 | 10.42 | 12.85 | 10.70 | NA | NA | 9.43 | 6.86 | 10.26 | 8.08 | 12.53 | 11.12 | 19.33 | 6.44 | 9.72 | 5.12 | 8.83 | 9.01 | 7.42 | 6.91 | 8.17 | 15.64 | 10.31 | 8.49 | 0.46 | 10.89 | 7.77 | 6.10 | 7.89 | 7.50 | 5.84 | 5.38 |
| Draw Down(%) | NA | 6.16 | 11.20 | 21.48 | 21.48 | NA | NA | 21.48 | 0.41 | 6.16 | 4.45 | 12.82 | 4.95 | 21.48 | 3.93 | 13.71 | 2.89 | 8.06 | 8.51 | 5.75 | 4.09 | 5.83 | 14.16 | 8.03 | 3.85 | 0.45 | 6.83 | 9.29 | 4.38 | 6.72 | 4.61 | 9.09 | 9.96 |
| Yield(%) | NA | 20.75 | 15.27 | 10.78 | 7.58 | NA | NA | 0.00 | NA | 11.94 | 17.68 | 8.63 | 6.61 | 5.74 | 2.52 | 2.85 | 4.53 | 4.32 | 6.05 | 4.60 | 4.15 | 3.21 | 2.39 | 3.18 | 2.89 | 2.55 | 7.69 | 6.07 | 3.89 | 3.31 | 1.96 | 3.41 | 2.97 |
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 401(k) PLAN AND TRUST Tactical Asset Allocation Moderate |
-0.08%
Mar 2017 - Mar 2020 |
2.02%
Mar 2015 - Mar 2020 |
5.81%
Mar 2010 - Mar 2020 |
6.56%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED 401(k) PLAN AND TRUST Tactical Asset Allocation Moderate |
17.08%
Nov 2021 - Nov 2024 |
14.26%
Nov 2019 - Nov 2024 |
10.70%
Sep 2003 - Sep 2013 |
10.07%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart