Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Asset Allocation Composite Moderate | 4.83% | 17.50% | 10.50% | 2.12% | 6.29% | 5.59% | 6.72% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS 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 (%) | 0.14 | 17.50 | 10.50 | 2.12 | 6.29 | 5.59 | 6.72 | … | … | 4.83 | 14.51 | 6.03 | 9.50 | -18.32 | -0.48 | 12.74 | 18.47 | -4.65 | 15.93 | 6.29 | 1.08 | 3.44 | 12.69 | 12.11 | -1.17 | 14.29 | 16.38 | 0.60 | 9.36 | 12.39 | 7.75 | 12.03 | 17.05 | -2.79 | -3.40 |
| Sharpe Ratio | NA | 1.64 | 0.65 | -0.07 | 0.38 | NA | NA | … | … | 0.23 | 1.13 | 0.28 | 0.73 | -1.47 | -0.06 | 0.71 | 2.59 | -0.70 | 3.50 | 0.67 | 0.13 | 0.52 | 1.77 | 1.42 | -0.08 | 1.33 | 1.86 | -1.14 | 0.68 | 1.09 | 0.89 | 1.41 | 2.27 | -0.98 | -1.34 |
| Standard Deviation(%) | NA | 8.70 | 9.35 | 10.06 | 10.16 | NA | NA | … | … | 11.07 | 10.27 | 8.55 | 8.01 | 13.41 | 8.65 | 17.56 | 6.56 | 8.68 | 4.37 | 9.04 | 8.29 | 6.57 | 7.13 | 8.52 | 14.69 | 10.67 | 8.78 | 0.32 | 9.14 | 8.20 | 6.20 | 7.86 | 7.20 | 4.03 | 4.37 |
| Draw Down(%) | NA | 7.44 | 12.05 | 27.67 | 27.67 | NA | NA | … | … | 7.44 | 10.02 | 5.87 | 8.77 | 22.71 | 8.59 | 22.42 | 3.10 | 11.60 | 1.30 | 6.82 | 8.46 | 5.37 | 6.41 | 7.21 | 14.23 | 7.94 | 3.87 | 0.32 | 6.68 | 9.32 | 4.79 | 6.83 | 5.82 | 5.55 | 8.33 |
| Yield(%) | NA | 2.60 | 2.35 | 2.39 | 3.31 | NA | NA | … | … | NA | 0.82 | 2.99 | 2.64 | 1.07 | 1.42 | 3.75 | 3.31 | 4.81 | 6.12 | 3.50 | 4.86 | 4.72 | 2.78 | 3.26 | 3.72 | 3.02 | 2.22 | 0.92 | 8.05 | 5.60 | 3.64 | 3.49 | 2.29 | 1.76 | 2.30 |
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 |
|---|---|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Asset Allocation Composite Moderate |
-4.24%
Apr 2021 – Apr 2024 |
0.33%
Sep 2017 – Sep 2022 |
3.16%
Oct 2013 – Oct 2023 |
5.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITTELFUSE, INC. 401(K) SAVINGS PLAN Asset Allocation Composite Moderate |
15.58%
Apr 2003 – Apr 2006 |
12.42%
Feb 2003 – Feb 2008 |
10.78%
Apr 2003 – Apr 2013 |
9.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart