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 Strategic Asset Allocation - Equal Weight Moderate | NA | 32.68% | 12.51% | 13.06% | 9.03% | 9.26% | 7.83% | 7.69% |
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 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 (%) | -0.26 | 32.68 | 12.51 | 13.06 | 9.03 | 9.26 | 7.83 | 7.69 | NA | 18.01 | 23.52 | -3.83 | 8.21 | 16.28 | 14.97 | -6.46 | 13.38 | 7.26 | 0.87 | 2.98 | 17.94 | 11.79 | -0.88 | 14.03 | 22.77 | -23.30 | 4.85 | 11.58 | 6.98 | 10.70 | 21.86 | -4.91 | 0.20 |
| Sharpe Ratio | NA | 1.77 | 1.01 | 0.85 | 0.75 | NA | NA | 0.61 | 0.39 | 1.64 | 2.65 | -0.47 | 0.89 | 0.86 | 2.03 | -0.85 | 2.76 | 0.78 | 0.10 | 0.43 | 2.88 | 1.68 | -0.07 | 1.32 | 1.49 | -1.31 | 0.18 | 1.35 | 0.90 | 1.21 | 2.80 | -0.65 | -0.24 |
| Standard Deviation(%) | NA | 6.88 | 8.65 | 11.46 | 9.76 | NA | NA | 10.01 | 2.09 | 6.94 | 7.27 | 11.13 | 9.20 | 18.60 | 6.67 | 9.14 | 4.61 | 9.05 | 8.24 | 6.86 | 6.21 | 6.99 | 13.32 | 10.55 | 15.20 | 18.44 | 10.11 | 6.14 | 5.34 | 8.04 | 7.56 | 9.24 | 8.67 |
| Draw Down(%) | NA | 5.41 | 13.42 | 22.27 | 22.27 | NA | NA | 35.56 | 0.00 | 5.41 | 4.14 | 14.38 | 5.90 | 22.27 | 3.84 | 13.22 | 1.60 | 7.67 | 8.10 | 5.99 | 4.31 | 5.76 | 13.08 | 8.24 | 14.43 | 31.01 | 6.76 | 6.68 | 4.19 | 7.57 | 8.47 | 16.26 | 11.99 |
| Yield(%) | NA | 16.50 | 11.62 | 7.85 | 5.05 | NA | NA | 3.99 | NA | 4.58 | 15.48 | 7.39 | 6.70 | 2.55 | 1.92 | 2.37 | 0.74 | 2.38 | 4.32 | 1.75 | 2.37 | 2.49 | 2.96 | 2.90 | 2.34 | 2.76 | 5.93 | 5.35 | 3.10 | 2.72 | 2.17 | 3.16 | 3.29 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.31%
Feb 2006 - Feb 2009 |
-1.36%
Feb 2004 - Feb 2009 |
4.76%
Feb 2006 - Feb 2016 |
4.88%
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 Strategic Asset Allocation - Equal Weight Moderate |
17.33%
Feb 2009 - Feb 2012 |
15.19%
Feb 2009 - Feb 2014 |
9.68%
Feb 2009 - Feb 2019 |
10.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart