Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 17.12% | 0.44% | 3.95% | 4.25% | 5.16% | 5.79% | 6.17% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.54 | 17.12 | 0.44 | 3.95 | 4.25 | 5.16 | 5.79 | 6.17 | NA | 3.45 | 11.38 | -13.63 | 5.47 | 9.87 | 13.70 | -3.02 | 9.25 | 5.37 | -0.37 | 2.18 | 14.30 | 9.88 | -4.71 | 10.39 | 17.96 | -4.80 | 8.76 | 10.99 | 5.42 | 9.54 | 16.75 | 0.98 | 5.98 |
| Sharpe Ratio | NA | -0.24 | -0.33 | 0.04 | 0.27 | NA | NA | 0.60 | 0.01 | -0.37 | 0.86 | -1.08 | 0.61 | 1.05 | 2.66 | -0.61 | 1.59 | 1.11 | -0.08 | 0.38 | 2.08 | 1.39 | -0.52 | 0.97 | 2.32 | -1.42 | 0.63 | 0.95 | 0.55 | 1.12 | 2.74 | -0.03 | 0.91 |
| Standard Deviation(%) | NA | 8.51 | 10.56 | 10.01 | 8.07 | NA | NA | 7.53 | 5.44 | 8.60 | 8.30 | 13.89 | 8.99 | 9.19 | 4.63 | 7.12 | 5.43 | 4.67 | 5.18 | 5.74 | 6.87 | 7.06 | 9.06 | 10.63 | 7.69 | 4.04 | 9.22 | 8.11 | 5.95 | 7.65 | 5.86 | 4.04 | 4.05 |
| Draw Down(%) | NA | 5.99 | 16.92 | 19.95 | 19.95 | NA | NA | 19.95 | 0.43 | 5.83 | 8.57 | 18.28 | 5.99 | 12.77 | 3.07 | 8.02 | 5.02 | 4.39 | 5.38 | 5.16 | 4.84 | 5.92 | 11.37 | 8.13 | 4.20 | 8.63 | 7.44 | 9.66 | 5.22 | 6.87 | 3.18 | 4.92 | 2.76 |
| Yield(%) | NA | 2.41 | 4.38 | 4.35 | 3.29 | NA | NA | 3.45 | NA | 0.51 | 2.68 | 1.84 | 8.19 | 5.16 | 3.96 | 2.51 | 0.05 | 3.24 | 2.33 | 2.89 | 1.83 | 3.21 | 2.63 | 3.77 | 3.45 | 2.69 | 5.48 | 5.60 | 3.35 | 3.31 | 2.93 | 2.83 | 5.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.67%
Sep 2019 - Sep 2022 |
0.55%
Sep 2017 - Sep 2022 |
2.99%
Oct 2013 - Oct 2023 |
4.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
11.99%
Apr 2003 - Apr 2006 |
11.13%
Oct 2002 - Oct 2007 |
8.39%
Apr 2001 - Apr 2011 |
7.59%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart