Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN Asset Allocation Composite Moderate | 4.32% | 19.75% | 11.15% | 5.67% | 6.37% | 5.69% | 5.90% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN 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 (%) | 0.07 | 19.75 | 11.15 | 5.67 | 6.37 | 5.69 | 5.90 | … | … | 4.32 | 16.92 | 3.63 | 12.33 | -10.83 | 12.06 | 3.22 | 13.00 | -3.68 | 10.19 | 5.56 | -4.40 | 1.54 | 17.16 | 12.41 | 0.09 | 10.47 | 20.89 | -6.98 | 1.08 | 9.71 | 6.80 | 11.50 | 22.09 | 10.00 | 6.97 |
| Sharpe Ratio | NA | 2.35 | 0.90 | 0.33 | 0.53 | NA | NA | … | … | 0.41 | 1.48 | 0.00 | 1.09 | -1.20 | 1.14 | 0.30 | 1.46 | -0.52 | 1.73 | 0.75 | -0.62 | 0.20 | 2.21 | 1.58 | 0.00 | 1.09 | 2.37 | -1.11 | -0.22 | 0.78 | 0.70 | 1.29 | 2.91 | 2.23 | 1.05 |
| Standard Deviation(%) | NA | 7.83 | 8.63 | 9.07 | 8.93 | NA | NA | … | … | 9.56 | 9.46 | 8.23 | 7.93 | 10.22 | 10.55 | 9.94 | 7.90 | 9.67 | 5.50 | 7.10 | 7.18 | 7.67 | 7.76 | 7.84 | 14.39 | 9.54 | 8.78 | 7.16 | 9.42 | 8.11 | 6.44 | 8.19 | 7.35 | 3.97 | 4.33 |
| Draw Down(%) | NA | 5.98 | 10.17 | 13.89 | 13.89 | NA | NA | … | … | 5.98 | 10.05 | 7.22 | 6.91 | 13.30 | 5.16 | 13.81 | 3.95 | 13.16 | 2.12 | 4.38 | 9.49 | 6.04 | 5.32 | 6.76 | 13.50 | 7.89 | 4.72 | 11.37 | 8.38 | 8.66 | 4.20 | 7.57 | 4.05 | 2.12 | 3.74 |
| Yield(%) | NA | 8.12 | 5.21 | 3.85 | 4.01 | NA | NA | … | … | NA | NA | 0.59 | 8.49 | 2.95 | 3.89 | 2.50 | 1.27 | 6.65 | 1.51 | 10.01 | 0.28 | 2.29 | 1.99 | 3.20 | 3.44 | 2.36 | 3.37 | 3.62 | 10.43 | 3.60 | 3.36 | 2.78 | 2.28 | 6.50 | 5.93 |
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 |
|---|---|---|---|---|
| APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN Asset Allocation Composite Moderate |
-0.50%
Mar 2006 – Mar 2009 |
1.14%
May 2015 – May 2020 |
2.95%
Oct 2013 – Oct 2023 |
4.57%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN Asset Allocation Composite Moderate |
14.97%
Apr 2003 – Apr 2006 |
12.87%
May 2002 – May 2007 |
9.53%
Apr 2001 – Apr 2011 |
7.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart