Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 13.32% | 2.31% | 6.27% | 6.48% | 6.70% | 6.74% | 7.04% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOHNSON OUTDOORS RETIREMENT AND 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 (%) | -1.12 | 13.32 | 2.31 | 6.27 | 6.48 | 6.70 | 6.74 | 7.04 | NA | 3.16 | 6.16 | -6.19 | 9.32 | 11.60 | 17.08 | -14.21 | 9.33 | 6.69 | 25.78 | -1.25 | 8.31 | 11.40 | -2.19 | 13.26 | 27.49 | -25.10 | 15.94 | 12.66 | 9.99 | 11.38 | 23.74 | -4.56 | 4.19 |
| Sharpe Ratio | NA | -0.30 | -0.37 | 0.21 | 0.35 | NA | NA | 0.45 | 0.08 | -0.48 | 0.31 | -0.76 | 1.04 | 0.72 | 2.50 | -1.45 | 2.07 | 0.73 | 0.75 | -0.24 | 1.43 | 1.64 | -0.19 | 1.28 | 1.77 | -1.40 | 1.51 | 1.30 | 1.38 | 1.55 | 3.53 | -0.66 | 0.17 |
| Standard Deviation(%) | NA | 7.06 | 7.89 | 10.18 | 13.89 | NA | NA | 11.77 | 3.64 | 7.11 | 6.17 | 9.94 | 8.93 | 15.86 | 6.26 | 10.72 | 4.20 | 8.85 | 34.11 | 5.31 | 5.78 | 6.90 | 11.74 | 10.32 | 15.47 | 18.65 | 8.60 | 7.23 | 5.67 | 6.73 | 6.53 | 8.61 | 11.31 |
| Draw Down(%) | NA | 6.67 | 11.30 | 22.38 | 23.94 | NA | NA | 37.07 | 0.21 | 6.63 | 5.14 | 11.30 | 4.80 | 22.38 | 4.19 | 19.39 | 2.18 | 7.34 | 11.23 | 6.66 | 6.19 | 6.46 | 13.42 | 8.53 | 15.17 | 35.66 | 6.05 | 8.80 | 4.47 | 7.27 | 6.07 | 15.01 | 11.76 |
| Yield(%) | NA | 3.37 | 4.99 | 4.62 | 3.45 | NA | NA | 3.76 | NA | 0.79 | 3.47 | 3.96 | 6.97 | 3.97 | 4.24 | 2.35 | 0.32 | 2.69 | 2.26 | 3.79 | 2.12 | 4.57 | 1.57 | 5.86 | 4.02 | 5.86 | 4.96 | 4.31 | 3.70 | 4.12 | 3.09 | 3.39 | 3.98 |
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 |
|---|---|---|---|---|
| JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.89%
Feb 2006 - Feb 2009 |
1.09%
Feb 2004 - Feb 2009 |
4.62%
Sep 2005 - Sep 2015 |
4.90%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.26%
Feb 2009 - Feb 2012 |
15.36%
Oct 2002 - Oct 2007 |
9.59%
Feb 2009 - Feb 2019 |
9.34%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart