Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LINDAL CEDAR HOMES INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 33.96% | 20.03% | 13.12% | 7.40% | 8.57% | 6.63% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LINDAL CEDAR HOMES INC. 401K PLAN Strategic Asset Allocation – Optimal 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 (%) | 0.31 | 33.96 | 20.03 | 13.12 | 7.40 | 8.57 | 6.63 | … | … | 0.47 | 31.12 | 30.06 | 4.58 | 4.98 | 2.82 | 4.94 | 0.44 | 1.33 | 2.69 | 0.39 | 5.14 | 12.82 | 12.08 | 3.47 | 15.40 | 23.13 | -20.62 | 3.51 | 5.15 | 3.64 | 6.60 | 6.37 | 5.20 | 4.21 |
| Sharpe Ratio | NA | 19.74 | 7.61 | 4.50 | 2.85 | NA | NA | … | … | 0.32 | 19.42 | 15.49 | 0.97 | 2.89 | 0.72 | 2.37 | -0.61 | 0.41 | 1.30 | 0.27 | 0.89 | 1.74 | 1.54 | 0.23 | 1.18 | 1.11 | -0.86 | 0.26 | 1.09 | 0.76 | 2.66 | 3.45 | 2.77 | 2.21 |
| Standard Deviation(%) | NA | 1.25 | 2.33 | 2.59 | 2.18 | NA | NA | … | … | 1.28 | 1.26 | 1.67 | 3.31 | 1.71 | 3.58 | 1.50 | 1.43 | 1.71 | 1.91 | 1.34 | 5.73 | 7.36 | 7.82 | 14.64 | 12.97 | 20.69 | 24.95 | 1.97 | 1.72 | 1.94 | 2.13 | 1.64 | 1.48 | 0.86 |
| Draw Down(%) | NA | 0.22 | 2.74 | 4.91 | 4.91 | NA | NA | … | … | 0.00 | 0.22 | 0.24 | 3.39 | 0.83 | 4.91 | 0.71 | 1.31 | 0.98 | 1.53 | 1.26 | 4.83 | 6.37 | 6.16 | 12.45 | 10.21 | 17.47 | 34.23 | 1.13 | 1.03 | 0.93 | 2.59 | 1.16 | 1.64 | 0.88 |
| Yield(%) | NA | 30.99 | 17.86 | 11.27 | 6.46 | NA | NA | … | … | NA | 10.27 | 28.30 | 11.83 | 2.14 | 1.06 | 1.88 | 2.27 | 1.17 | 2.09 | 0.83 | 1.89 | 2.26 | 2.54 | 1.74 | 1.96 | 2.06 | 2.45 | 3.85 | 3.54 | 3.96 | 3.77 | 3.42 | 2.85 | 3.74 |
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 |
|---|---|---|---|---|
| LINDAL CEDAR HOMES INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-9.04%
Feb 2006 – Feb 2009 |
-3.71%
Feb 2004 – Feb 2009 |
3.56%
Sep 2012 – Sep 2022 |
4.14%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINDAL CEDAR HOMES INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.27%
Dec 2021 – Dec 2024 |
16.59%
Feb 2009 – Feb 2014 |
8.97%
Feb 2009 – Feb 2019 |
9.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart