Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HERMAN MILLER INC. PROFIT SHARING AND 401K PLAN Tactical Asset Allocation Moderate | NA | 33.97% | 12.79% | 13.67% | 9.44% | 9.87% | 10.07% | 10.23% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERMAN MILLER INC. PROFIT SHARING AND 401K 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 | 33.97 | 12.79 | 13.67 | 9.44 | 9.87 | 10.07 | 10.23 | NA | 21.10 | 28.57 | -7.51 | 9.82 | 16.68 | 16.16 | -5.06 | 11.77 | 6.74 | 1.03 | 5.42 | 18.19 | 11.68 | 3.63 | 12.70 | 15.11 | 2.58 | 12.97 | 10.76 | 10.92 | 11.82 | 19.25 | 4.77 | 3.54 |
| Sharpe Ratio | NA | 1.67 | 0.86 | 0.80 | 0.72 | NA | NA | 0.90 | 0.10 | 1.47 | 3.11 | -0.58 | 0.91 | 0.87 | 1.97 | -0.62 | 2.23 | 0.77 | 0.11 | 0.67 | 2.40 | 1.52 | 0.23 | 1.10 | 1.71 | 55.01 | 1.05 | 0.99 | 1.24 | 1.29 | 2.55 | 1.21 | 0.30 |
| Standard Deviation(%) | NA | 9.75 | 11.42 | 13.20 | 10.98 | NA | NA | 9.55 | 8.89 | 9.85 | 7.81 | 15.28 | 10.76 | 19.01 | 7.50 | 10.25 | 5.00 | 8.50 | 8.89 | 8.07 | 7.55 | 7.66 | 15.80 | 11.45 | 8.77 | 0.03 | 9.48 | 7.54 | 7.07 | 8.43 | 7.26 | 3.02 | 4.16 |
| Draw Down(%) | NA | 5.20 | 13.90 | 21.35 | 21.35 | NA | NA | 21.35 | 0.57 | 5.20 | 3.96 | 15.32 | 7.08 | 21.35 | 4.11 | 14.82 | 2.15 | 7.51 | 8.03 | 5.20 | 4.40 | 5.61 | 13.46 | 8.13 | 4.22 | 0.00 | 6.58 | 8.91 | 4.51 | 6.43 | 3.56 | 1.78 | 3.95 |
| Yield(%) | NA | 16.33 | 11.83 | 8.60 | 6.76 | NA | NA | 0.00 | NA | 8.15 | 15.70 | 8.38 | 3.53 | 4.23 | 4.29 | 4.07 | 4.30 | 6.41 | 4.78 | 5.40 | 7.39 | 3.94 | 3.54 | 3.20 | 3.46 | 2.55 | 8.95 | 4.96 | 3.37 | 2.67 | 2.90 | 4.77 | 3.14 |
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 |
|---|---|---|---|---|
| HERMAN MILLER INC. PROFIT SHARING AND 401K PLAN Tactical Asset Allocation Moderate |
2.74%
Mar 2017 - Mar 2020 |
3.00%
Mar 2015 - Mar 2020 |
6.36%
Sep 2012 - Sep 2022 |
7.28%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERMAN MILLER INC. PROFIT SHARING AND 401K PLAN Tactical Asset Allocation Moderate |
15.73%
Apr 2003 - Apr 2006 |
14.32%
Nov 2019 - Nov 2024 |
11.47%
Apr 2003 - Apr 2013 |
10.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart