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 Strategic Asset Allocation – Optimal Moderate | 4.49% | 25.43% | 22.38% | 14.01% | 12.77% | 9.86% | 8.89% | … | … |
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 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 (%) | 0.05 | 25.43 | 22.38 | 14.01 | 12.77 | 9.86 | 8.89 | … | … | 4.49 | 23.54 | 21.70 | 22.02 | -8.46 | 13.35 | 16.54 | 19.80 | -4.81 | 15.78 | 4.58 | 0.29 | 5.19 | 12.01 | 11.82 | -0.73 | 13.69 | 28.98 | -22.29 | 6.32 | 12.36 | 6.39 | 14.55 | 29.54 | 2.56 | 4.72 |
| Sharpe Ratio | NA | 3.15 | 2.46 | 1.26 | 1.11 | NA | NA | … | … | 0.56 | 2.59 | 2.48 | 2.36 | -0.77 | 1.55 | 0.90 | 2.74 | -0.68 | 3.65 | 0.53 | 0.03 | 0.82 | 1.69 | 1.50 | -0.05 | 1.20 | 1.44 | -0.98 | 0.32 | 1.19 | 0.59 | 1.79 | 3.36 | 1.21 | 0.95 |
| Standard Deviation(%) | NA | 7.28 | 7.80 | 9.09 | 9.77 | NA | NA | … | … | 9.69 | 7.96 | 7.28 | 7.77 | 12.92 | 8.61 | 18.05 | 6.69 | 9.09 | 4.14 | 8.20 | 8.03 | 6.29 | 7.09 | 7.85 | 13.98 | 11.38 | 20.04 | 23.80 | 9.93 | 7.49 | 6.99 | 7.60 | 8.57 | 1.17 | 2.42 |
| Draw Down(%) | NA | 5.81 | 7.09 | 16.47 | 20.43 | NA | NA | … | … | 5.81 | 7.09 | 4.11 | 4.63 | 16.47 | 4.97 | 20.43 | 3.29 | 11.79 | 1.47 | 6.95 | 8.14 | 4.82 | 6.79 | 6.46 | 13.46 | 7.95 | 17.63 | 34.91 | 5.88 | 6.59 | 4.51 | 6.00 | 4.21 | 1.19 | 1.27 |
| Yield(%) | NA | 14.72 | 11.01 | 7.87 | 5.71 | NA | NA | … | … | NA | NA | 4.53 | 13.58 | 7.07 | 8.19 | 2.36 | 3.06 | 4.26 | 3.28 | 3.76 | 3.37 | 3.28 | 3.88 | 2.88 | 2.24 | 2.04 | 1.75 | 4.14 | 8.46 | 6.67 | 6.11 | 3.98 | 1.64 | 2.98 | 3.77 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.33%
Feb 2006 – Feb 2009 |
-0.63%
Feb 2004 – Feb 2009 |
5.10%
Nov 2006 – Nov 2016 |
5.56%
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 Strategic Asset Allocation – Optimal Moderate |
24.39%
Sep 2022 – Sep 2025 |
15.77%
Feb 2009 – Feb 2014 |
12.77%
Feb 2016 – Feb 2026 |
10.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart