Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 21.87% | 3.32% | 6.48% | 6.01% | 7.12% | 6.76% | 7.22% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST 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 (%) | -1.01 | 21.87 | 3.32 | 6.48 | 6.01 | 7.12 | 6.76 | 7.22 | NA | 2.68 | 17.43 | -14.19 | 7.99 | 14.97 | 16.00 | -5.23 | 11.43 | 2.58 | 4.66 | 0.65 | 14.25 | 13.87 | 0.25 | 14.49 | 26.61 | -21.03 | 8.95 | 11.85 | 7.29 | 12.21 | 23.16 | -1.22 | 3.88 |
| Sharpe Ratio | NA | -0.33 | -0.19 | 0.22 | 0.38 | NA | NA | 0.56 | -0.01 | -0.45 | 1.71 | -1.17 | 0.95 | 0.86 | 2.01 | -0.71 | 1.81 | 0.29 | 0.56 | 0.10 | 2.36 | 2.23 | 0.02 | 1.31 | 1.96 | -1.20 | 0.72 | 1.43 | 0.97 | 1.75 | 3.56 | -0.31 | 0.21 |
| Standard Deviation(%) | NA | 8.60 | 10.20 | 11.66 | 9.94 | NA | NA | 9.60 | 6.54 | 8.68 | 7.71 | 13.33 | 8.39 | 17.17 | 7.26 | 9.17 | 5.97 | 8.34 | 8.33 | 6.24 | 6.01 | 6.19 | 11.84 | 11.01 | 13.52 | 18.25 | 8.25 | 6.01 | 5.28 | 6.44 | 6.31 | 7.42 | 7.63 |
| Draw Down(%) | NA | 8.40 | 17.63 | 22.48 | 22.48 | NA | NA | 31.53 | 0.63 | 8.29 | 6.94 | 19.52 | 5.06 | 22.48 | 3.42 | 12.22 | 5.49 | 7.33 | 7.34 | 5.91 | 5.66 | 5.20 | 12.07 | 7.74 | 13.92 | 31.05 | 5.66 | 6.42 | 4.42 | 5.61 | 4.54 | 11.96 | 8.84 |
| Yield(%) | NA | 4.33 | 5.28 | 5.21 | 4.67 | NA | NA | 4.46 | NA | 0.55 | 4.63 | 3.98 | 6.48 | 6.25 | 4.08 | 6.42 | 0.28 | 3.23 | 8.38 | 2.37 | 2.55 | 3.61 | 2.09 | 3.52 | 3.30 | 5.56 | 8.59 | 5.63 | 5.18 | 4.45 | 2.70 | 3.84 | 4.94 |
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 |
|---|---|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.98%
Feb 2006 - Feb 2009 |
0.55%
Feb 2004 - Feb 2009 |
4.22%
Oct 2013 - Oct 2023 |
4.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.02%
Feb 2009 - Feb 2012 |
15.70%
Feb 2009 - Feb 2014 |
9.67%
Mar 2003 - Mar 2013 |
8.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart