Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Colfax Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | 3.87% | 5.79% | 7.29% | 2.77% | 5.88% | 5.75% | 6.90% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Colfax Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.46 | 5.79 | 7.29 | 2.77 | 5.88 | 5.75 | 6.90 | … | … | 3.87 | 5.30 | 2.99 | 11.94 | -17.87 | 17.14 | 18.94 | 13.67 | -10.90 | 18.14 | 3.04 | -2.99 | 5.05 | 13.22 | 11.23 | 4.32 | 19.39 | 29.90 | -15.47 | 8.26 | 17.51 | 4.27 | 12.88 | 24.38 | 2.91 | 3.01 |
| Sharpe Ratio | NA | 0.93 | 0.42 | 0.03 | 0.45 | NA | NA | … | … | 0.52 | 0.25 | -0.07 | 0.86 | -1.30 | 1.68 | 2.09 | 2.38 | -1.15 | 3.45 | 0.48 | -0.46 | 0.88 | 2.07 | 2.70 | 0.46 | 1.62 | 2.89 | -1.51 | 0.56 | 1.90 | 0.29 | 1.45 | 4.57 | 0.34 | 0.11 |
| Standard Deviation(%) | NA | 7.49 | 9.09 | 10.50 | 9.40 | NA | NA | … | … | 8.13 | 9.80 | 8.58 | 9.66 | 14.79 | 10.17 | 8.96 | 5.13 | 10.71 | 5.07 | 5.83 | 6.59 | 5.70 | 6.38 | 4.14 | 9.37 | 11.93 | 10.33 | 10.90 | 9.06 | 7.44 | 6.87 | 8.18 | 5.17 | 5.14 | 5.26 |
| Draw Down(%) | NA | 5.98 | 13.70 | 22.06 | 22.06 | NA | NA | … | … | 5.98 | 9.55 | 8.82 | 8.29 | 21.99 | 5.07 | 9.72 | 2.49 | 16.55 | 2.10 | 7.18 | 8.36 | 4.96 | 5.57 | 3.23 | 8.47 | 8.49 | 4.44 | 23.19 | 5.82 | 5.11 | 4.83 | 9.50 | 1.97 | 6.47 | 4.03 |
| Yield(%) | NA | 6.06 | 8.19 | 6.51 | 4.67 | NA | NA | … | … | NA | NA | 0.36 | 6.43 | 9.72 | 7.55 | 4.91 | 3.74 | 2.94 | 1.91 | 3.94 | 2.62 | 3.26 | 5.45 | 4.53 | 4.05 | 4.25 | 5.04 | 3.87 | 6.24 | 4.78 | 6.46 | 3.68 | 5.28 | 1.25 | 6.09 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Colfax Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
-1.80%
Dec 2021 – Dec 2024 |
2.02%
Dec 2013 – Dec 2018 |
4.04%
Oct 2013 – Oct 2023 |
5.40%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Colfax Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
19.94%
Apr 2009 – Apr 2012 |
16.14%
Feb 2009 – Feb 2014 |
11.07%
Nov 2002 – Nov 2012 |
9.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart