Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAUER-DANFOSS LaSALLE FACTORY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 15.93% | 7.54% | 8.50% | 5.84% | 6.93% | 6.53% | 7.17% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUER-DANFOSS LaSALLE FACTORY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | 0.26 | 15.93 | 7.54 | 8.50 | 5.84 | 6.93 | 6.53 | 7.17 | 1.92 | 20.47 | -1.29 | 4.61 | 19.33 | 16.53 | -6.20 | 3.44 | 2.87 | 5.50 | 4.06 | 13.71 | 9.66 | -2.57 | 9.10 | 21.88 | -19.78 | 9.23 | 12.05 | 8.86 | 12.54 | 21.91 | 0.64 | 12.41 |
| Sharpe Ratio | NA | 1.75 | 0.66 | 0.85 | 0.64 | NA | NA | 0.65 | 0.28 | 2.16 | -0.23 | 0.50 | 1.11 | 2.37 | -0.81 | 0.43 | 0.33 | 0.66 | 0.56 | 2.31 | 1.54 | -0.21 | 1.03 | 1.51 | -1.20 | 0.75 | 1.36 | 1.15 | 1.45 | 2.61 | -0.04 | 1.10 |
| Standard Deviation(%) | NA | 7.34 | 9.53 | 11.05 | 9.65 | NA | NA | 9.80 | 5.94 | 7.50 | 11.83 | 9.09 | 17.18 | 6.38 | 9.30 | 6.55 | 8.19 | 8.28 | 7.27 | 5.93 | 6.23 | 12.10 | 8.79 | 14.40 | 17.20 | 8.37 | 6.44 | 5.81 | 7.99 | 8.12 | 10.85 | 9.20 |
| Draw Down(%) | NA | 5.61 | 14.51 | 21.29 | 21.29 | NA | NA | 32.16 | 1.22 | 5.61 | 12.26 | 6.55 | 21.29 | 3.36 | 13.32 | 6.17 | 8.41 | 7.33 | 5.41 | 4.93 | 6.09 | 13.18 | 6.51 | 13.93 | 27.60 | 5.87 | 7.82 | 3.75 | 5.97 | 6.89 | 14.97 | 9.49 |
| Yield(%) | NA | 14.24 | 8.80 | 7.30 | 6.65 | NA | NA | 4.57 | 0.86 | 14.58 | 7.68 | 3.59 | 5.59 | 4.79 | 4.90 | 0.70 | 1.97 | 9.79 | 12.51 | 3.62 | 2.42 | 2.24 | 1.85 | 1.66 | 1.77 | 5.06 | 2.35 | 3.80 | 4.96 | 2.84 | 1.76 | 3.72 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| SAUER-DANFOSS LaSALLE FACTORY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.63%
Feb 2006 - Feb 2009 |
0.87%
Mar 2015 - Mar 2020 |
3.90%
Mar 2010 - Mar 2020 |
4.01%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUER-DANFOSS LaSALLE FACTORY EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.42%
Mar 2003 - Mar 2006 |
14.26%
Oct 2002 - Oct 2007 |
8.35%
Apr 2001 - Apr 2011 |
7.75%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart