Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| La-Z-Boy Incorporated Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 27.56% | 4.61% | 7.81% | 5.24% | 5.50% | 5.90% | 5.58% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| La-Z-Boy Incorporated Retirement Savings Plan 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 (%) | -1.12 | 27.56 | 4.61 | 7.81 | 5.24 | 5.50 | 5.90 | 5.58 | NA | 9.53 | 14.46 | -10.98 | 9.28 | 13.99 | 6.67 | -1.77 | 3.48 | 3.83 | 0.20 | 2.74 | 13.72 | 4.01 | 0.81 | 6.11 | 13.31 | 2.77 | 8.59 | 7.64 | 3.01 | 7.91 | 8.92 | -3.72 | 2.39 |
| Sharpe Ratio | NA | 0.41 | 0.00 | 0.40 | 0.36 | NA | NA | 0.58 | 0.05 | 0.33 | 1.21 | -0.84 | 0.80 | 1.50 | 1.30 | -0.56 | 0.63 | 0.96 | 0.04 | 0.53 | 2.66 | 1.06 | 0.12 | 0.81 | 2.76 | 0.48 | 0.86 | 0.99 | 0.18 | 1.15 | 1.33 | -1.02 | 0.03 |
| Standard Deviation(%) | NA | 8.81 | 11.06 | 10.81 | 8.26 | NA | NA | 6.69 | 6.75 | 8.82 | 8.43 | 14.74 | 11.57 | 9.15 | 4.04 | 5.54 | 4.53 | 3.79 | 4.18 | 5.15 | 5.14 | 3.74 | 6.28 | 7.40 | 4.79 | 3.88 | 6.53 | 4.41 | 4.72 | 6.05 | 6.20 | 4.72 | 3.07 |
| Draw Down(%) | NA | 8.82 | 16.10 | 20.38 | 20.38 | NA | NA | 20.38 | 0.51 | 8.82 | 7.11 | 16.49 | 7.74 | 6.47 | 2.14 | 6.39 | 4.80 | 2.92 | 3.68 | 4.53 | 3.22 | 3.52 | 5.17 | 6.54 | 2.44 | 2.87 | 4.24 | 2.79 | 3.09 | 4.17 | 3.19 | 5.99 | 2.68 |
| Yield(%) | NA | 6.80 | 5.45 | 5.18 | 3.77 | NA | NA | 3.35 | NA | 0.83 | 6.73 | 5.37 | 3.40 | 6.81 | 3.44 | 2.47 | 0.34 | 3.49 | 1.91 | 3.24 | 3.14 | 2.66 | 2.17 | 2.45 | 4.02 | 3.56 | 2.99 | 5.51 | 3.78 | 1.94 | 0.98 | 1.52 | 4.37 |
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 |
|---|---|---|---|---|
| La-Z-Boy Incorporated Retirement Savings Plan Tactical Asset Allocation Moderate |
1.41%
Sep 2019 - Sep 2022 |
1.36%
Sep 2017 - Sep 2022 |
3.17%
Oct 2013 - Oct 2023 |
4.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| La-Z-Boy Incorporated Retirement Savings Plan Tactical Asset Allocation Moderate |
10.09%
Oct 2018 - Oct 2021 |
8.64%
Nov 2019 - Nov 2024 |
6.97%
Apr 2003 - Apr 2013 |
6.23%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart