Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Tactical Asset Allocation Moderate | NA | 2.38% | 0.08% | 1.64% | 2.27% | 4.31% | 5.23% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.57 | 2.38 | 0.08 | 1.64 | 2.27 | 4.31 | 5.23 | … | … | 0.87 | 12.78 | -16.82 | 3.88 | 13.02 | 8.25 | -1.40 | 8.47 | 3.86 | -2.01 | 1.22 | 17.49 | 5.38 | 1.62 | 8.18 | 12.16 | -1.18 | 7.56 | 13.34 | 8.84 | 9.88 | 20.79 | -9.11 | 2.31 |
| Sharpe Ratio | NA | 0.48 | -0.27 | 0.23 | 0.28 | NA | NA | … | … | 0.08 | 1.09 | -1.76 | 0.35 | 1.65 | 1.74 | -0.35 | 1.50 | 0.80 | -0.40 | 0.20 | 2.38 | 0.85 | 0.20 | 0.72 | 1.50 | -0.48 | 0.45 | 1.10 | 1.11 | 1.29 | 2.97 | -1.68 | 0.01 |
| Standard Deviation(%) | NA | 7.57 | 9.71 | 8.57 | 7.30 | NA | NA | … | … | 7.60 | 7.82 | 10.32 | 10.95 | 7.73 | 3.93 | 7.68 | 5.23 | 4.56 | 5.08 | 6.02 | 7.35 | 6.29 | 7.89 | 11.17 | 8.03 | 4.39 | 10.22 | 9.15 | 6.00 | 6.93 | 6.76 | 6.07 | 0.05 |
| Draw Down(%) | NA | 6.18 | 22.02 | 22.02 | 22.02 | NA | NA | … | … | 1.67 | 6.18 | 17.63 | 7.94 | 6.73 | 3.56 | 7.77 | 3.76 | 4.00 | 5.59 | 6.13 | 5.11 | 5.90 | 5.73 | 9.23 | 4.71 | 5.49 | 7.22 | 10.27 | 4.62 | 5.90 | 2.31 | 10.78 | 0.00 |
| Yield(%) | NA | 3.48 | 3.16 | 3.41 | 2.83 | NA | NA | … | … | 0.01 | 3.67 | 1.84 | 4.12 | 3.34 | 4.33 | 3.43 | 0.09 | 3.71 | 2.06 | 2.02 | 4.34 | 3.32 | 3.27 | 2.52 | 3.69 | 3.14 | 6.01 | 6.37 | 3.78 | 2.07 | 0.76 | 0.87 | 2.31 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Tactical Asset Allocation M |
-0.86%
Dec 2020 – Dec 2023 |
0.59%
Oct 2017 – Oct 2022 |
2.27%
Oct 2013 – Oct 2023 |
3.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Flexsteel Industries, Inc. Salaried Employees Retirement and 401(k) Plan Tactical Asset Allocation M |
16.17%
Apr 2003 – Apr 2006 |
12.73%
Oct 2002 – Oct 2007 |
9.18%
Apr 2003 – Apr 2013 |
7.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart