Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lincoln Electric Company Employee Savings Plan Tactical Asset Allocation Moderate | NA | 30.28% | 2.16% | 7.85% | 7.87% | 9.43% | 9.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 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 (%) | -1.18 | 30.28 | 2.16 | 7.85 | 7.87 | 9.43 | 9.88 | … | … | 0.69 | 15.55 | 24.18 | -26.85 | 11.12 | 17.47 | 18.03 | -1.96 | 20.38 | 1.39 | 6.89 | 7.57 | 20.55 | 16.04 | 1.66 | 14.59 | 20.08 | 2.92 | 12.43 | 11.41 | 8.03 | 11.02 | 21.99 | 1.50 | -0.46 |
| Sharpe Ratio | NA | 0.76 | -0.04 | 0.24 | 0.45 | NA | NA | … | … | 0.04 | 0.65 | 2.04 | -1.36 | 0.88 | 0.84 | 1.94 | -0.26 | 4.19 | 0.13 | 0.66 | 0.80 | 2.58 | 1.77 | 0.11 | 1.32 | 2.22 | 0.34 | 0.96 | 1.11 | 0.98 | 1.35 | 3.08 | 0.07 | -0.41 |
| Standard Deviation(%) | NA | 13.70 | 15.42 | 16.11 | 13.19 | NA | NA | … | … | 14.73 | 13.71 | 9.75 | 20.73 | 12.62 | 20.49 | 8.56 | 12.50 | 4.71 | 9.16 | 10.42 | 9.40 | 7.95 | 9.02 | 15.46 | 11.00 | 9.00 | 5.96 | 9.85 | 7.35 | 5.98 | 7.46 | 6.92 | 5.40 | 6.70 |
| Draw Down(%) | NA | 8.96 | 26.60 | 31.49 | 31.49 | NA | NA | … | … | 1.29 | 8.93 | 5.56 | 29.29 | 6.67 | 20.34 | 3.98 | 12.72 | 1.38 | 9.79 | 8.30 | 6.24 | 5.90 | 6.53 | 12.43 | 8.06 | 4.32 | 5.01 | 6.34 | 7.94 | 3.86 | 6.37 | 3.49 | 5.56 | 10.12 |
| Yield(%) | NA | 3.97 | 4.61 | 3.70 | 3.61 | NA | NA | … | … | NA | 1.08 | 4.42 | 1.87 | 7.39 | 3.42 | 2.17 | 2.37 | 4.20 | 1.44 | 4.69 | 5.07 | 1.04 | 3.50 | 1.62 | 3.47 | 4.95 | 9.12 | 4.97 | 4.52 | 2.84 | 2.56 | 3.47 | 5.61 | 7.43 |
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 |
|---|---|---|---|---|
| Lincoln Electric Company Employee Savings Plan Tactical Asset Allocation Moderate |
-1.53%
Dec 2019 – Dec 2022 |
1.97%
Feb 2018 – Feb 2023 |
6.11%
Oct 2013 – Oct 2023 |
7.79%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lincoln Electric Company Employee Savings Plan Tactical Asset Allocation Moderate |
15.95%
Sep 2011 – Sep 2014 |
15.09%
Feb 2009 – Feb 2014 |
12.22%
Aug 2004 – Aug 2014 |
11.82%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart