Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Teleflex Incorporated 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 25.42% | 0.65% | 5.37% | 5.15% | 6.05% | 6.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Teleflex Incorporated 401(k) 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 (%) | -0.96 | 25.42 | 0.65 | 5.37 | 5.15 | 6.05 | 6.36 | … | … | 0.49 | 4.67 | 14.52 | -17.42 | 4.89 | 16.15 | 12.43 | -0.96 | 12.78 | 5.54 | -2.55 | 3.25 | 16.14 | 4.25 | 5.77 | 7.50 | 11.85 | -2.23 | 9.17 | 13.96 | 4.27 | 5.73 | 16.45 | -0.39 | 6.27 |
| Sharpe Ratio | NA | -0.07 | -0.30 | 0.11 | 0.32 | NA | NA | … | … | 0.06 | -0.19 | 1.08 | -1.18 | 0.44 | 1.77 | 2.17 | -0.29 | 2.09 | 1.10 | -0.48 | 0.56 | 2.20 | 0.74 | 0.73 | 0.68 | 1.51 | -0.69 | 0.59 | 1.31 | 0.34 | 0.71 | 2.91 | -0.33 | 1.04 |
| Standard Deviation(%) | NA | 10.31 | 12.29 | 11.46 | 9.10 | NA | NA | … | … | 7.31 | 10.36 | 9.54 | 15.96 | 11.02 | 9.00 | 5.07 | 7.72 | 5.82 | 4.85 | 5.39 | 5.82 | 7.33 | 5.69 | 7.91 | 10.92 | 7.81 | 4.54 | 10.46 | 8.17 | 6.11 | 6.77 | 5.42 | 4.55 | 3.82 |
| Draw Down(%) | NA | 7.96 | 23.21 | 25.76 | 25.76 | NA | NA | … | … | 0.57 | 7.96 | 10.54 | 23.99 | 6.34 | 8.92 | 3.61 | 7.22 | 3.88 | 4.06 | 5.85 | 5.62 | 4.77 | 5.41 | 5.26 | 9.08 | 4.27 | 7.63 | 7.11 | 9.34 | 4.94 | 6.76 | 3.56 | 6.05 | 2.30 |
| Yield(%) | NA | 5.25 | 5.43 | 4.85 | 3.47 | NA | NA | … | … | NA | 0.65 | 5.15 | 4.36 | 5.76 | 4.80 | 3.92 | 2.77 | 0.10 | 4.13 | 1.39 | 2.00 | 3.05 | 2.31 | 2.89 | 2.22 | 3.13 | 2.94 | 7.99 | 7.98 | 4.09 | 3.22 | 3.28 | 3.72 | 5.39 |
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 |
|---|---|---|---|---|
| Teleflex Incorporated 401(k) Savings Plan Tactical Asset Allocation Moderate |
-1.39%
Apr 2021 – Apr 2024 |
0.76%
Sep 2017 – Sep 2022 |
3.33%
Oct 2013 – Oct 2023 |
4.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Teleflex Incorporated 401(k) Savings Plan Tactical Asset Allocation Moderate |
11.50%
Oct 2004 – Oct 2007 |
10.69%
Oct 2002 – Oct 2007 |
8.14%
Aug 2004 – Aug 2014 |
7.62%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart