Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate | NA | 5.58% | 10.27% | 7.64% | 8.46% | 8.53% | 8.82% | … | … |
Data as of 01/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 04/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.82 | 5.58 | 10.27 | 7.64 | 8.46 | 8.53 | 8.82 | … | … | 4.20 | -2.21 | 11.80 | 17.20 | 14.19 | -1.21 | 11.11 | 7.73 | 1.95 | 5.10 | 19.41 | 11.39 | 2.78 | 10.76 | 13.79 | 1.82 | 6.18 | 9.92 | 5.82 | 8.36 | 19.38 | -2.78 | 4.60 |
| Sharpe Ratio | NA | 0.18 | 1.20 | 0.56 | 0.72 | NA | NA | … | … | 0.33 | -0.30 | 1.06 | 0.89 | 1.69 | -0.25 | 2.05 | 0.84 | 0.20 | 0.70 | 2.70 | 1.34 | 0.17 | 1.02 | 1.58 | 1.24 | 0.34 | 0.97 | 0.50 | 0.96 | 2.34 | -0.70 | 1.09 |
| Standard Deviation(%) | NA | 11.58 | 11.78 | 12.43 | 10.43 | NA | NA | … | … | 8.37 | 12.07 | 11.07 | 18.99 | 7.58 | 9.90 | 5.11 | 8.94 | 9.36 | 7.30 | 7.18 | 8.44 | 15.91 | 10.47 | 8.68 | 0.72 | 9.30 | 6.83 | 7.35 | 7.76 | 7.99 | 5.54 | 2.10 |
| Draw Down(%) | NA | 10.71 | 14.56 | 19.55 | 19.55 | NA | NA | … | … | 4.32 | 12.60 | 5.45 | 19.55 | 4.83 | 13.10 | 2.75 | 8.11 | 6.87 | 5.57 | 4.05 | 6.12 | 13.60 | 8.01 | 4.06 | 0.71 | 5.50 | 6.79 | 4.41 | 6.22 | 4.00 | 7.32 | 1.11 |
| Yield(%) | NA | 10.27 | 7.36 | 6.79 | 6.17 | NA | NA | … | … | 2.75 | 7.80 | 7.02 | 4.27 | 3.92 | 8.39 | 8.66 | 4.42 | 6.84 | 4.41 | 4.19 | 2.73 | 3.00 | 3.17 | 2.93 | 2.55 | 6.90 | 5.48 | 2.56 | 4.40 | 2.60 | 3.05 | 4.09 |
Data as of 01/31/2023, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate |
2.71%
Mar 2017 – Mar 2020 |
3.84%
Mar 2015 – Mar 2020 |
6.60%
Mar 2010 – Mar 2020 |
7.17%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate |
14.38%
Dec 2018 – Dec 2021 |
12.22%
Jun 2009 – Jun 2014 |
10.27%
Sep 2011 – Sep 2021 |
9.26%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart