Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 4.20% | 1.56% | 3.85% | 3.71% | 5.83% | 5.04% | 4.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.62 | 4.20 | 1.56 | 3.85 | 3.71 | 5.83 | 5.04 | 4.87 | 0.95 | 12.13 | -11.98 | 3.16 | 15.13 | 16.24 | -7.50 | 11.17 | 4.20 | 0.82 | 3.64 | 12.64 | 10.27 | 0.58 | 12.03 | 19.54 | -22.77 | 6.65 | 13.03 | 8.85 | 8.49 | 21.93 | -14.17 | 5.64 |
| Sharpe Ratio | NA | 0.56 | -0.10 | 0.36 | 0.37 | NA | NA | 0.38 | 0.09 | 0.99 | -1.00 | 0.30 | 0.92 | 2.19 | -0.96 | 2.11 | 0.46 | 0.10 | 0.54 | 1.90 | 1.74 | 0.05 | 1.31 | 1.28 | -1.19 | 0.37 | 1.40 | 1.32 | 1.27 | 2.47 | -1.05 | 0.23 |
| Standard Deviation(%) | NA | 7.86 | 10.79 | 11.48 | 9.80 | NA | NA | 10.55 | 7.81 | 7.96 | 13.31 | 10.61 | 16.19 | 6.77 | 9.17 | 5.00 | 8.76 | 8.28 | 6.64 | 6.64 | 5.89 | 10.26 | 9.12 | 15.17 | 19.88 | 9.81 | 6.97 | 5.05 | 5.97 | 8.59 | 14.56 | 14.71 |
| Draw Down(%) | NA | 6.85 | 20.80 | 22.01 | 22.01 | NA | NA | 36.03 | 1.69 | 6.85 | 16.95 | 7.15 | 22.01 | 3.68 | 13.90 | 2.52 | 7.09 | 7.98 | 5.43 | 5.96 | 4.86 | 10.05 | 6.72 | 15.87 | 32.02 | 6.43 | 7.95 | 3.73 | 5.46 | 7.76 | 22.14 | 17.15 |
| Yield(%) | NA | 3.85 | 3.21 | 3.03 | 3.13 | NA | NA | 3.09 | 0.01 | 4.10 | 1.60 | 4.07 | 3.14 | 2.51 | 4.51 | 0.29 | 3.33 | 4.10 | 3.83 | 3.79 | 2.95 | 2.48 | 2.87 | 3.54 | 3.37 | 7.56 | 5.27 | 3.02 | 2.61 | 0.65 | 0.48 | 1.03 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.59%
Feb 2006 - Feb 2009 |
-0.67%
Feb 2004 - Feb 2009 |
3.71%
Oct 2013 - Oct 2023 |
3.43%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
16.38%
Feb 2009 - Feb 2012 |
13.51%
Feb 2009 - Feb 2014 |
8.31%
Feb 2009 - Feb 2019 |
7.23%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart