Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLFAX CORPORATION 401K SAVINGS PLAN PLUS Tactical Asset Allocation Moderate | 3.54% | 9.98% | 11.51% | 4.41% | 7.71% | 6.97% | 7.65% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLFAX CORPORATION 401K SAVINGS PLAN PLUS 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 (%) | 0.31 | 9.98 | 11.51 | 4.41 | 7.71 | 6.97 | 7.65 | … | … | 3.54 | 9.08 | 10.36 | 14.33 | -19.56 | 12.98 | 19.90 | 15.14 | -4.61 | 18.62 | 4.75 | -2.30 | 3.52 | 12.39 | 10.99 | 5.93 | 14.16 | 30.66 | -15.47 | 8.60 | 17.62 | 4.37 | 12.86 | 22.14 | 2.53 | 0.75 |
| Sharpe Ratio | NA | 1.52 | 0.89 | 0.23 | 0.66 | NA | NA | … | … | 0.57 | 0.61 | 0.80 | 1.09 | -1.37 | 1.29 | 2.14 | 2.43 | -0.77 | 3.50 | 0.75 | -0.34 | 0.59 | 1.92 | 2.60 | 0.66 | 1.10 | 2.83 | -1.49 | 0.58 | 1.90 | 0.30 | 1.45 | 3.81 | 0.27 | -0.31 |
| Standard Deviation(%) | NA | 7.55 | 9.27 | 10.76 | 9.31 | NA | NA | … | … | 9.01 | 10.14 | 8.44 | 9.83 | 15.28 | 10.07 | 9.17 | 5.63 | 7.76 | 5.14 | 6.02 | 6.78 | 5.97 | 6.43 | 4.20 | 8.99 | 12.82 | 10.80 | 11.07 | 9.34 | 7.49 | 7.09 | 8.21 | 5.62 | 5.17 | 5.43 |
| Draw Down(%) | NA | 5.96 | 11.38 | 23.51 | 23.51 | NA | NA | … | … | 5.96 | 9.92 | 5.44 | 8.67 | 23.39 | 6.13 | 9.77 | 3.74 | 10.79 | 2.12 | 7.37 | 9.26 | 5.78 | 6.05 | 3.25 | 7.10 | 9.62 | 4.35 | 23.30 | 5.51 | 4.90 | 4.49 | 9.78 | 1.97 | 6.02 | 4.04 |
| Yield(%) | NA | 3.49 | 4.29 | 4.11 | 3.73 | NA | NA | … | … | NA | NA | 0.38 | 3.86 | 5.00 | 4.10 | 2.88 | 4.69 | 2.88 | 2.23 | 4.66 | 3.34 | 4.08 | 5.26 | 4.57 | 3.55 | 3.37 | 4.60 | 3.95 | 5.80 | 7.43 | 8.97 | 6.28 | 4.80 | 0.51 | 5.04 |
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 401K SAVINGS PLAN PLUS Tactical Asset Allocation Moderate |
-0.19%
Apr 2021 – Apr 2024 |
3.66%
Dec 2017 – Dec 2022 |
4.74%
Oct 2013 – Oct 2023 |
6.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLFAX CORPORATION 401K SAVINGS PLAN PLUS Tactical Asset Allocation Moderate |
18.94%
Apr 2009 – Apr 2012 |
15.17%
Feb 2009 – Feb 2014 |
10.64%
Nov 2002 – Nov 2012 |
9.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart