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 Strategic Asset Allocation - Equal Weight Moderate | NA | 25.55% | 5.14% | 11.24% | 8.65% | 8.53% | 7.40% | 6.79% |
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 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 (%) | -1.21 | 25.55 | 5.14 | 11.24 | 8.65 | 8.53 | 7.40 | 6.79 | NA | 14.37 | 13.13 | -9.12 | 7.05 | 27.69 | 21.43 | -1.18 | 12.95 | 2.95 | 3.25 | 1.04 | 12.79 | 8.40 | 2.87 | 10.06 | 18.82 | -17.15 | 8.51 | 8.25 | 4.88 | 7.86 | 7.93 | -5.05 | 3.10 |
| Sharpe Ratio | NA | 0.90 | 0.18 | 0.53 | 0.61 | NA | NA | 0.53 | 0.05 | 0.78 | 1.07 | -0.84 | 0.53 | 1.30 | 2.22 | -0.19 | 2.37 | 0.32 | 0.32 | 0.11 | 2.25 | 1.59 | 0.35 | 1.51 | 1.65 | -1.20 | 0.71 | 1.01 | 0.53 | 1.33 | 1.18 | -0.68 | 0.10 |
| Standard Deviation(%) | NA | 9.85 | 10.44 | 13.76 | 11.82 | NA | NA | 9.85 | 6.45 | 10.01 | 8.32 | 12.55 | 13.14 | 21.12 | 9.03 | 13.14 | 5.19 | 8.50 | 9.97 | 9.26 | 5.66 | 5.26 | 8.19 | 6.59 | 11.37 | 15.12 | 7.76 | 4.96 | 5.10 | 5.20 | 6.12 | 9.10 | 7.58 |
| Draw Down(%) | NA | 5.31 | 14.33 | 20.87 | 20.87 | NA | NA | 27.83 | 0.43 | 5.31 | 5.53 | 14.65 | 9.19 | 20.87 | 3.67 | 13.44 | 2.26 | 9.69 | 7.65 | 6.51 | 3.85 | 4.64 | 6.94 | 4.95 | 13.10 | 25.50 | 4.76 | 3.98 | 3.65 | 3.37 | 6.52 | 12.42 | 8.99 |
| Yield(%) | NA | 3.03 | 3.41 | 4.41 | 3.63 | NA | NA | 3.42 | NA | 0.63 | 3.26 | 3.28 | 3.05 | 7.11 | 5.46 | 1.19 | 0.77 | 3.00 | 4.52 | 4.46 | 2.58 | 3.25 | 2.50 | 2.40 | 3.56 | 3.13 | 4.60 | 6.21 | 3.87 | 2.99 | 1.32 | 1.49 | 3.96 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.10%
Feb 2006 - Feb 2009 |
-0.17%
Feb 2004 - Feb 2009 |
4.23%
Aug 2001 - Aug 2011 |
4.20%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| La-Z-Boy Incorporated Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
18.40%
Dec 2018 - Dec 2021 |
14.19%
Oct 2016 - Oct 2021 |
9.55%
Oct 2011 - Oct 2021 |
9.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart