Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLEXUS CORP. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 34.86% | 13.29% | 13.63% | 8.36% | 8.27% | 9.68% | 10.20% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLEXUS CORP. 401(k) 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 (%) | -0.75 | 34.86 | 13.29 | 13.63 | 8.36 | 8.27 | 9.68 | 10.20 | NA | 22.96 | 27.58 | -10.05 | 17.42 | 13.04 | 8.89 | -2.32 | 14.02 | 1.21 | -3.90 | 6.11 | 9.16 | 4.78 | 3.23 | 11.57 | 27.20 | -3.55 | 17.64 | 17.92 | 12.93 | 13.49 | 22.02 | 6.55 | 7.26 |
| Sharpe Ratio | NA | 2.78 | 0.95 | 1.18 | 0.83 | NA | NA | 1.05 | 0.02 | 2.74 | 3.18 | -0.86 | 1.91 | 1.45 | 1.56 | -0.47 | 2.81 | 0.19 | -0.58 | 1.05 | 1.50 | 0.87 | 0.35 | 0.88 | 2.29 | -0.77 | 1.23 | 1.57 | 1.50 | 1.46 | 3.85 | 0.98 | 1.10 |
| Standard Deviation(%) | NA | 5.93 | 9.45 | 9.28 | 7.80 | NA | NA | 8.09 | 6.23 | 5.97 | 7.34 | 13.34 | 9.11 | 8.83 | 4.78 | 7.64 | 4.77 | 5.35 | 6.73 | 5.79 | 6.07 | 5.42 | 9.15 | 12.99 | 11.84 | 5.82 | 11.93 | 9.35 | 7.19 | 8.60 | 5.54 | 5.56 | 4.51 |
| Draw Down(%) | NA | 3.93 | 13.77 | 15.41 | 15.41 | NA | NA | 15.41 | 0.42 | 3.93 | 4.31 | 15.34 | 4.07 | 9.16 | 2.81 | 9.64 | 1.77 | 4.98 | 9.65 | 4.91 | 5.58 | 5.43 | 7.90 | 8.86 | 5.22 | 8.87 | 8.79 | 11.89 | 5.43 | 11.27 | 2.00 | 7.79 | 3.46 |
| Yield(%) | NA | 21.16 | 15.78 | 10.75 | 6.50 | NA | NA | 4.99 | NA | 6.24 | 20.01 | 11.75 | 8.57 | 2.14 | 4.92 | 2.74 | 0.38 | 3.45 | 1.86 | 2.49 | 3.40 | 2.70 | 2.45 | 2.84 | 3.88 | 3.58 | 5.54 | 3.68 | 3.85 | 2.97 | 4.79 | 3.95 | 6.59 |
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 |
|---|---|---|---|---|
| PLEXUS CORP. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
1.06%
Dec 2013 - Dec 2016 |
1.92%
Feb 2015 - Feb 2020 |
4.12%
Apr 2010 - Apr 2020 |
5.68%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLEXUS CORP. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
20.61%
Oct 2004 - Oct 2007 |
18.08%
Oct 2002 - Oct 2007 |
13.57%
Apr 2001 - Apr 2011 |
10.26%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart