Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Lincoln Electric Company Employee Savings Plan Tactical Asset Allocation Moderate | NA | 25.37% | 1.77% | 4.42% | 4.03% | 4.82% | 5.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Lincoln Electric Company Employee Savings 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 (%) | -1.13 | 25.37 | 1.77 | 4.42 | 4.03 | 4.82 | 5.85 | … | … | 0.46 | 9.25 | 18.05 | -21.70 | 8.88 | 8.59 | 9.16 | -1.60 | 9.55 | 2.45 | 0.03 | 1.75 | 15.17 | 5.98 | 0.09 | 6.41 | 16.45 | -2.91 | 11.80 | 12.12 | 7.04 | 9.52 | 15.98 | 3.75 | 6.54 |
| Sharpe Ratio | NA | 0.43 | -0.23 | 0.11 | 0.25 | NA | NA | … | … | 0.04 | 0.28 | 1.56 | -1.46 | 1.05 | 0.97 | 1.78 | -0.40 | 1.89 | 0.57 | 0.00 | 0.28 | 2.46 | 1.14 | 0.01 | 0.63 | 2.18 | -0.93 | 0.92 | 1.25 | 0.85 | 1.24 | 3.37 | 0.71 | 1.16 |
| Standard Deviation(%) | NA | 9.29 | 11.76 | 10.59 | 8.35 | NA | NA | … | … | 9.15 | 9.33 | 8.84 | 15.76 | 8.41 | 8.59 | 4.37 | 7.27 | 4.72 | 3.92 | 5.20 | 6.10 | 6.15 | 5.18 | 7.26 | 10.04 | 7.49 | 4.10 | 9.55 | 7.06 | 5.75 | 6.91 | 4.53 | 3.74 | 3.66 |
| Draw Down(%) | NA | 6.36 | 25.12 | 26.71 | 26.71 | NA | NA | … | … | 0.78 | 6.33 | 8.51 | 26.59 | 4.27 | 10.42 | 3.10 | 7.57 | 4.76 | 3.69 | 4.61 | 5.38 | 4.68 | 4.73 | 7.31 | 8.57 | 3.56 | 6.40 | 6.96 | 8.31 | 4.10 | 5.95 | 2.85 | 4.09 | 2.77 |
| Yield(%) | NA | 3.93 | 4.75 | 4.04 | 3.72 | NA | NA | … | … | NA | 0.75 | 4.00 | 2.63 | 7.02 | 3.24 | 3.57 | 3.49 | 0.23 | 2.98 | 5.28 | 4.71 | 2.08 | 3.29 | 2.06 | 3.81 | 4.30 | 2.66 | 5.52 | 6.64 | 3.82 | 3.12 | 3.21 | 5.25 | 6.65 |
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 |
|---|---|---|---|---|
| The Lincoln Electric Company Employee Savings Plan Tactical Asset Allocation Moderate |
-3.52%
Sep 2019 – Sep 2022 |
-1.43%
Sep 2017 – Sep 2022 |
2.11%
Oct 2013 – Oct 2023 |
3.11%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Lincoln Electric Company Employee Savings Plan Tactical Asset Allocation Moderate |
13.04%
Oct 2004 – Oct 2007 |
12.12%
Oct 2002 – Oct 2007 |
9.10%
Apr 2001 – Apr 2011 |
7.66%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart