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 Strategic Asset Allocation - Equal Weight Moderate | NA | 31.53% | 11.90% | 11.83% | 8.45% | 8.27% | 7.70% | 7.77% |
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 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 (%) | -0.93 | 31.53 | 11.90 | 11.83 | 8.45 | 8.27 | 7.70 | 7.77 | NA | 17.84 | 21.42 | -3.77 | 9.45 | 11.98 | 15.60 | -4.02 | 10.87 | 6.54 | 0.73 | 5.61 | 7.65 | 10.37 | -0.97 | 11.81 | 24.80 | -22.83 | 9.49 | 13.89 | 10.13 | 14.36 | 21.59 | -4.43 | 1.87 |
| Sharpe Ratio | NA | 1.72 | 0.83 | 0.77 | 0.71 | NA | NA | 0.60 | 0.01 | 1.69 | 2.28 | -0.45 | 1.20 | 0.66 | 2.36 | -0.62 | 2.43 | 0.80 | 0.08 | 0.91 | 1.22 | 1.59 | -0.08 | 1.11 | 1.26 | -1.07 | 0.69 | 1.55 | 1.49 | 1.91 | 3.23 | -0.67 | -0.06 |
| Standard Deviation(%) | NA | 6.64 | 8.80 | 11.05 | 9.35 | NA | NA | 10.30 | 5.87 | 6.67 | 7.53 | 11.45 | 7.87 | 17.76 | 6.02 | 8.62 | 4.21 | 7.88 | 8.70 | 6.12 | 6.24 | 6.48 | 12.85 | 10.55 | 19.68 | 22.28 | 9.42 | 6.83 | 5.34 | 7.02 | 6.46 | 8.30 | 8.00 |
| Draw Down(%) | NA | 4.52 | 13.25 | 21.27 | 21.27 | NA | NA | 37.43 | 0.40 | 4.40 | 5.08 | 13.25 | 3.70 | 21.27 | 3.39 | 9.85 | 1.89 | 6.54 | 8.53 | 4.83 | 6.10 | 5.52 | 12.47 | 6.95 | 18.22 | 33.68 | 5.82 | 7.82 | 3.58 | 7.94 | 5.55 | 15.01 | 10.32 |
| Yield(%) | NA | 16.70 | 12.03 | 9.40 | 5.84 | NA | NA | 4.23 | NA | 4.74 | 15.82 | 10.06 | 4.72 | 6.02 | 5.00 | 2.73 | 0.94 | 2.38 | 3.21 | 2.32 | 1.70 | 2.24 | 1.87 | 2.11 | 2.58 | 2.98 | 6.05 | 5.15 | 3.53 | 2.95 | 2.39 | 2.03 | 3.90 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.81%
Feb 2006 - Feb 2009 |
0.55%
Feb 2004 - Feb 2009 |
4.31%
Oct 2007 - Oct 2017 |
4.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLEXUS CORP. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.55%
Feb 2009 - Feb 2012 |
14.94%
Oct 2002 - Oct 2007 |
9.26%
Feb 2009 - Feb 2019 |
9.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart