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 Strategic Asset Allocation – Optimal Moderate | 4.53% | 15.17% | 10.81% | 5.02% | 8.10% | 7.02% | 6.73% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.38 | 15.17 | 10.81 | 5.02 | 8.10 | 7.02 | 6.73 | … | … | 4.53 | 12.58 | 6.30 | 13.32 | -17.79 | 12.07 | 15.53 | 21.56 | -5.45 | 15.55 | 5.35 | -0.65 | 6.48 | 12.13 | 13.91 | -0.14 | 16.35 | 24.76 | -21.49 | 4.32 | 12.51 | 6.21 | 15.47 | 33.11 | 3.53 | 6.43 |
| Sharpe Ratio | NA | 1.75 | 0.85 | 0.22 | 0.58 | NA | NA | … | … | 0.36 | 1.02 | 0.35 | 1.13 | -1.34 | 1.40 | 0.83 | 3.14 | -0.75 | 3.53 | 0.63 | -0.08 | 1.01 | 1.65 | 1.91 | -0.01 | 1.33 | 1.29 | -1.00 | 0.12 | 1.20 | 0.55 | 1.79 | 3.89 | 0.57 | 0.87 |
| Standard Deviation(%) | NA | 8.14 | 8.76 | 10.03 | 10.27 | NA | NA | … | … | 10.55 | 9.48 | 7.72 | 8.55 | 14.35 | 8.62 | 18.35 | 6.39 | 9.14 | 4.22 | 8.14 | 8.09 | 6.40 | 7.35 | 7.25 | 14.44 | 12.24 | 19.10 | 22.49 | 9.57 | 7.58 | 7.22 | 8.11 | 8.34 | 4.21 | 4.62 |
| Draw Down(%) | NA | 7.08 | 12.72 | 23.62 | 23.62 | NA | NA | … | … | 7.08 | 10.04 | 6.65 | 8.15 | 23.62 | 5.53 | 22.62 | 3.06 | 12.16 | 1.70 | 6.21 | 8.70 | 5.29 | 7.86 | 5.83 | 14.81 | 9.38 | 19.44 | 35.07 | 6.98 | 6.49 | 5.00 | 7.56 | 3.45 | 4.72 | 3.12 |
| Yield(%) | NA | 4.25 | 6.10 | 5.86 | 4.68 | NA | NA | … | … | NA | NA | 0.17 | 4.43 | 5.27 | 8.47 | 6.77 | 3.88 | 4.21 | 3.38 | 3.49 | 2.73 | 4.06 | 3.66 | 3.43 | 3.16 | 2.54 | 3.24 | 3.89 | 6.99 | 5.92 | 5.69 | 4.15 | 3.09 | 5.72 | 6.30 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.45%
Feb 2006 – Feb 2009 |
-1.35%
Feb 2004 – Feb 2009 |
4.92%
Oct 2013 – Oct 2023 |
5.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Colfax Corporation 401(k) Savings Plan Strategic Asset Allocation – Optimal Moderate |
21.84%
Feb 2009 – Feb 2012 |
17.14%
Feb 2009 – Feb 2014 |
11.00%
Feb 2009 – Feb 2019 |
9.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart