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Performance Comparison
Comparison Box

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