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 Strategic Asset Allocation - Equal Weight Moderate | NA | 33.34% | 10.35% | 11.16% | 8.06% | 7.92% | 7.46% | 7.49% |
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 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 (%) | -0.63 | 33.34 | 10.35 | 11.16 | 8.06 | 7.92 | 7.46 | 7.49 | NA | 20.07 | 22.90 | -8.16 | 3.74 | 17.95 | 15.80 | -4.67 | 12.57 | 3.54 | 1.61 | 2.00 | 14.89 | 8.45 | -0.14 | 9.54 | 18.89 | -17.03 | 12.07 | 10.04 | 9.79 | 11.15 | 18.01 | -3.16 | 2.85 |
| Sharpe Ratio | NA | 1.91 | 0.72 | 0.69 | 0.65 | NA | NA | 0.63 | 0.13 | 1.72 | 2.33 | -0.66 | 0.39 | 1.02 | 2.06 | -0.65 | 2.62 | 0.40 | 0.19 | 0.30 | 2.39 | 1.34 | -0.01 | 1.04 | 1.52 | -1.18 | 1.19 | 1.09 | 1.29 | 1.45 | 2.37 | -0.45 | 0.07 |
| Standard Deviation(%) | NA | 7.80 | 10.53 | 12.04 | 10.09 | NA | NA | 9.40 | 6.81 | 7.84 | 8.01 | 14.39 | 9.58 | 17.29 | 6.99 | 9.22 | 4.56 | 8.42 | 8.36 | 6.60 | 6.23 | 6.25 | 11.49 | 9.06 | 12.39 | 15.19 | 7.64 | 6.21 | 5.91 | 7.02 | 7.31 | 9.41 | 7.44 |
| Draw Down(%) | NA | 4.67 | 15.40 | 21.78 | 21.78 | NA | NA | 26.45 | 0.41 | 4.67 | 4.30 | 16.46 | 5.45 | 21.78 | 3.94 | 11.88 | 1.77 | 7.90 | 7.61 | 5.15 | 4.61 | 5.15 | 10.89 | 6.53 | 11.54 | 25.66 | 4.76 | 7.40 | 3.95 | 4.41 | 7.05 | 13.07 | 10.65 |
| Yield(%) | NA | 15.82 | 10.35 | 6.96 | 5.11 | NA | NA | 3.95 | NA | 4.75 | 14.80 | 7.21 | 3.25 | 1.53 | 2.51 | 4.09 | 0.72 | 3.63 | 5.28 | 2.84 | 2.37 | 1.73 | 2.46 | 1.79 | 2.05 | 3.42 | 6.66 | 5.01 | 3.54 | 2.84 | 2.06 | 2.13 | 4.14 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-2.45%
Feb 2006 - Feb 2009 |
2.12%
Mar 2015 - Mar 2020 |
4.47%
Mar 2010 - Mar 2020 |
4.34%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.39%
Mar 2003 - Mar 2006 |
12.56%
Oct 2002 - Oct 2007 |
8.27%
Mar 2003 - Mar 2013 |
8.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart