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 Asset Allocation Composite Moderate | 5.09% | 26.77% | 22.31% | 14.53% | 12.27% | 10.24% | 10.22% | … | … |
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 Asset Allocation Composite 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 (%) | -0.14 | 26.77 | 22.31 | 14.53 | 12.27 | 10.24 | 10.22 | … | … | 5.09 | 24.02 | 20.76 | 20.73 | -5.35 | 13.74 | 9.43 | 22.14 | -3.00 | 12.72 | 7.28 | -1.48 | 8.42 | 12.59 | 13.32 | 2.46 | 14.72 | 22.13 | -3.02 | 4.49 | 14.78 | 5.58 | 16.14 | 28.73 | 5.08 | 6.14 |
| Sharpe Ratio | NA | 3.13 | 2.31 | 1.38 | 1.34 | NA | NA | … | … | 0.60 | 2.27 | 2.37 | 2.25 | -0.71 | 1.58 | 1.14 | 3.33 | -0.51 | 2.57 | 1.22 | -0.23 | 1.31 | 1.63 | 1.79 | 0.18 | 1.42 | 2.08 | -0.46 | 0.13 | 1.57 | 0.46 | 1.94 | 4.10 | 2.67 | 0.75 |
| Standard Deviation(%) | NA | 7.59 | 8.24 | 8.50 | 7.92 | NA | NA | … | … | 9.84 | 9.32 | 7.23 | 7.58 | 9.54 | 8.68 | 8.04 | 6.21 | 8.64 | 4.69 | 5.80 | 6.62 | 6.40 | 7.72 | 7.43 | 13.25 | 10.31 | 10.59 | 8.61 | 10.16 | 7.26 | 7.18 | 7.82 | 6.84 | 1.47 | 4.98 |
| Draw Down(%) | NA | 5.66 | 7.97 | 15.97 | 15.97 | NA | NA | … | … | 5.66 | 7.97 | 3.93 | 4.93 | 15.97 | 4.23 | 13.43 | 2.15 | 10.68 | 2.22 | 5.27 | 7.67 | 4.73 | 7.85 | 5.58 | 12.25 | 8.16 | 4.34 | 9.98 | 6.42 | 5.82 | 4.82 | 7.43 | 2.35 | 1.45 | 3.81 |
| Yield(%) | NA | 14.53 | 12.69 | 9.40 | 6.66 | NA | NA | … | … | NA | NA | 4.55 | 13.69 | 13.61 | 5.18 | 3.89 | 4.50 | 3.30 | 4.26 | 4.80 | 3.07 | 4.87 | 4.81 | 4.68 | 3.37 | 3.56 | 4.80 | 4.39 | 9.02 | 7.04 | 6.49 | 5.20 | 3.98 | 3.66 | 6.38 |
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 Asset Allocation Composite Moderate |
2.98%
Apr 2006 – Apr 2009 |
4.61%
Dec 2013 – Dec 2018 |
6.91%
Jun 2012 – Jun 2022 |
7.40%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLFAX CORPORATION 401K SAVINGS PLAN PLUS Asset Allocation Composite Moderate |
22.36%
Feb 2023 – Feb 2026 |
16.03%
Oct 2020 – Oct 2025 |
12.27%
Feb 2016 – Feb 2026 |
10.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart