Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| H.B. FULLER COMPANY THRIFT PLAN Tactical Asset Allocation Moderate | NA | 28.87% | 4.20% | 11.44% | 8.46% | 7.80% | 7.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| H.B. FULLER COMPANY THRIFT 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 | Common | Inception | 2025 | 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 (%) | -1.30 | 28.87 | 4.20 | 11.44 | 8.46 | 7.80 | 7.29 | … | … | 1.16 | 5.04 | 16.57 | -13.47 | 20.94 | 18.01 | 21.05 | -7.73 | 19.34 | 4.64 | -1.72 | 0.57 | 15.90 | 3.76 | 0.09 | 10.55 | 15.97 | -2.80 | 8.11 | 6.84 | -1.31 | 11.07 | 9.49 | -9.71 | 0.33 |
| Sharpe Ratio | NA | 0.00 | -0.09 | 0.37 | 0.07 | NA | NA | … | … | 0.13 | -0.12 | 0.95 | -0.67 | 1.28 | 0.97 | 1.60 | -0.59 | 0.07 | 0.41 | -0.15 | 0.05 | 2.23 | 0.67 | 0.01 | 1.03 | 2.34 | -0.89 | 0.55 | 0.57 | -0.57 | 1.30 | 1.24 | -1.64 | -0.34 |
| Standard Deviation(%) | NA | 12.87 | 16.60 | 16.92 | 89.03 | NA | NA | … | … | 8.43 | 12.95 | 12.99 | 22.18 | 16.39 | 18.28 | 12.25 | 15.21 | 278.81 | 10.72 | 11.39 | 11.26 | 7.12 | 5.55 | 6.97 | 10.15 | 6.80 | 4.17 | 9.27 | 6.30 | 6.11 | 7.81 | 7.10 | 6.58 | 5.90 |
| Draw Down(%) | NA | 11.53 | 21.18 | 23.46 | 86.25 | NA | NA | … | … | 0.34 | 11.49 | 12.27 | 22.04 | 7.36 | 18.21 | 7.90 | 20.38 | 86.00 | 8.14 | 10.60 | 8.85 | 4.02 | 5.02 | 7.45 | 8.81 | 3.98 | 3.95 | 5.45 | 5.44 | 5.81 | 6.44 | 5.88 | 11.08 | 6.94 |
| Yield(%) | NA | 5.89 | 11.13 | 9.37 | 6.41 | NA | NA | … | … | NA | 0.19 | 6.06 | 6.88 | 21.94 | 6.49 | 7.02 | 4.93 | 2.70 | 1.51 | 5.67 | 2.72 | 4.70 | 1.06 | 4.02 | 5.89 | 5.89 | 3.13 | 2.81 | 2.95 | 1.52 | 0.38 | 0.67 | 1.69 | 4.55 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| H.B. FULLER COMPANY THRIFT PLAN Tactical Asset Allocation Moderate |
0.09%
Oct 2013 – Oct 2016 |
1.73%
Apr 2011 – Apr 2016 |
4.44%
Mar 2010 – Mar 2020 |
4.13%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| H.B. FULLER COMPANY THRIFT PLAN Tactical Asset Allocation Moderate |
19.99%
Dec 2018 – Dec 2021 |
14.52%
Oct 2016 – Oct 2021 |
8.99%
Dec 2011 – Dec 2021 |
8.31%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart