Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST PLAN Tactical Asset Allocation Moderate | NA | 14.75% | 2.30% | 5.16% | 4.69% | 5.61% | 6.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST 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 (%) | -1.34 | 14.75 | 2.30 | 5.16 | 4.69 | 5.61 | 6.43 | … | … | 0.47 | -2.71 | 15.49 | -12.77 | 9.42 | 9.72 | 10.99 | -0.28 | 12.42 | 0.87 | -1.48 | 0.41 | 15.39 | 7.07 | 2.12 | 9.26 | 18.10 | -3.13 | 9.38 | 14.23 | 5.81 | 9.48 | 18.80 | 3.33 | 6.77 |
| Sharpe Ratio | NA | -0.66 | -0.38 | 0.09 | 0.29 | NA | NA | … | … | 0.04 | -0.80 | 1.53 | -1.37 | 1.14 | 1.25 | 1.96 | -0.21 | 2.31 | 0.14 | -0.30 | 0.07 | 2.44 | 1.58 | 0.32 | 0.88 | 2.50 | -0.96 | 0.66 | 1.53 | 0.70 | 1.22 | 3.86 | 0.59 | 1.10 |
| Standard Deviation(%) | NA | 11.60 | 9.94 | 9.21 | 7.61 | NA | NA | … | … | 9.06 | 11.65 | 7.33 | 10.33 | 8.26 | 7.60 | 4.88 | 7.60 | 5.11 | 4.77 | 5.07 | 5.50 | 6.29 | 4.45 | 6.45 | 10.39 | 7.20 | 4.21 | 9.68 | 7.16 | 5.19 | 6.97 | 4.69 | 3.76 | 4.07 |
| Draw Down(%) | NA | 12.05 | 14.45 | 16.30 | 16.30 | NA | NA | … | … | 0.75 | 12.03 | 6.48 | 16.30 | 4.57 | 9.93 | 3.10 | 8.69 | 5.35 | 5.82 | 4.89 | 5.70 | 4.99 | 3.93 | 4.70 | 7.09 | 3.70 | 6.67 | 7.59 | 8.61 | 4.87 | 5.82 | 1.92 | 4.47 | 2.78 |
| Yield(%) | NA | 4.54 | 6.21 | 6.22 | 4.75 | NA | NA | … | … | NA | 0.60 | 4.90 | 3.89 | 9.10 | 6.59 | 6.81 | 0.72 | 0.22 | 6.19 | 4.98 | 4.01 | 2.77 | 3.82 | 1.78 | 3.88 | 4.20 | 2.54 | 8.55 | 5.91 | 4.46 | 4.51 | 3.06 | 5.11 | 6.72 |
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 |
|---|---|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST PLAN Tactical Asset Allocation Moderate |
-0.66%
Dec 2021 – Dec 2024 |
2.27%
Dec 2013 – Dec 2018 |
3.46%
Oct 2013 – Oct 2023 |
4.78%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORDSON HOURLY-RATED EMPLOYEES SAVINGS TRUST PLAN Tactical Asset Allocation Moderate |
13.36%
Apr 2003 – Apr 2006 |
12.41%
Oct 2002 – Oct 2007 |
9.44%
Apr 2001 – Apr 2011 |
8.04%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart