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 - Optimal Moderate | NA | 34.97% | 11.65% | 12.29% | 8.63% | 8.87% | 7.72% | 7.91% |
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 - Optimal 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 (%) | -0.69 | 34.97 | 11.65 | 12.29 | 8.63 | 8.87 | 7.72 | 7.91 | NA | 22.05 | 24.17 | -7.24 | 7.11 | 16.41 | 16.00 | -4.23 | 11.12 | 4.32 | 1.50 | 4.67 | 17.70 | 9.91 | -1.86 | 12.39 | 21.01 | -22.77 | 9.27 | 8.81 | 12.41 | 11.61 | 18.92 | -2.27 | 4.49 |
| Sharpe Ratio | NA | 2.05 | 0.83 | 0.76 | 0.68 | NA | NA | 0.58 | 0.11 | 1.86 | 2.41 | -0.59 | 0.75 | 0.87 | 1.94 | -0.57 | 2.20 | 0.49 | 0.17 | 0.68 | 2.66 | 1.23 | -0.12 | 1.03 | 1.28 | -1.11 | 0.68 | 0.76 | 1.53 | 1.40 | 2.23 | -0.32 | 0.25 |
| Standard Deviation(%) | NA | 8.26 | 10.85 | 12.55 | 10.50 | NA | NA | 10.93 | 7.81 | 8.29 | 8.27 | 14.70 | 9.48 | 18.51 | 7.52 | 9.80 | 4.77 | 8.41 | 8.53 | 6.84 | 6.63 | 8.04 | 15.72 | 11.99 | 16.35 | 21.25 | 9.28 | 7.28 | 6.68 | 7.64 | 8.16 | 10.50 | 8.68 |
| Draw Down(%) | NA | 4.85 | 14.72 | 21.57 | 21.57 | NA | NA | 35.50 | 0.52 | 4.85 | 4.23 | 15.86 | 6.11 | 21.57 | 4.00 | 12.53 | 2.01 | 7.95 | 7.11 | 4.95 | 4.34 | 6.74 | 15.52 | 8.99 | 15.68 | 32.55 | 5.59 | 8.54 | 3.95 | 4.57 | 7.44 | 13.71 | 12.10 |
| Yield(%) | NA | 15.86 | 10.47 | 6.91 | 5.28 | NA | NA | 3.67 | NA | 4.59 | 15.11 | 7.44 | 3.24 | 1.63 | 1.75 | 3.99 | 0.75 | 4.55 | 5.80 | 3.38 | 4.44 | 1.48 | 1.89 | 1.25 | 1.81 | 2.30 | 5.30 | 3.90 | 2.66 | 1.53 | 1.43 | 1.54 | 2.68 |
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 - Optimal Moderate |
-6.81%
Feb 2006 - Feb 2009 |
0.09%
Feb 2004 - Feb 2009 |
4.52%
Jan 2006 - Jan 2016 |
4.52%
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 - Optimal Moderate |
17.03%
Mar 2003 - Mar 2006 |
14.15%
Feb 2009 - Feb 2014 |
9.36%
Feb 2009 - Feb 2019 |
9.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart