Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lincoln Electric Company Employee Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 28.50% | 2.71% | 8.50% | 8.17% | 9.21% | 8.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lincoln Electric Company Employee Savings Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.08 | 28.50 | 2.71 | 8.50 | 8.17 | 9.21 | 8.08 | … | … | 0.46 | 11.30 | 25.08 | -26.55 | 13.00 | 21.75 | 20.95 | -2.39 | 18.08 | 1.06 | 7.15 | 5.06 | 19.91 | 15.59 | 0.04 | 12.81 | 28.89 | -26.43 | 12.20 | 9.85 | 6.95 | 9.56 | 21.97 | -8.23 | -3.19 |
| Sharpe Ratio | NA | 0.57 | -0.14 | 0.31 | 0.52 | NA | NA | … | … | 0.04 | 0.44 | 2.06 | -1.45 | 1.27 | 1.14 | 2.52 | -0.34 | 3.54 | 0.09 | 0.75 | 0.65 | 2.60 | 1.85 | 0.00 | 1.10 | 1.83 | -1.20 | 0.97 | 0.90 | 0.81 | 1.19 | 2.44 | -0.76 | -0.51 |
| Standard Deviation(%) | NA | 10.69 | 14.00 | 14.49 | 11.92 | NA | NA | … | … | 10.92 | 10.74 | 10.12 | 19.20 | 10.18 | 18.82 | 7.75 | 10.85 | 4.94 | 8.99 | 9.49 | 7.76 | 7.64 | 8.39 | 14.96 | 11.59 | 15.70 | 22.79 | 9.50 | 7.28 | 5.88 | 7.22 | 8.70 | 12.35 | 10.80 |
| Draw Down(%) | NA | 7.39 | 27.91 | 30.40 | 30.40 | NA | NA | … | … | 0.98 | 7.38 | 8.32 | 30.05 | 6.02 | 20.40 | 3.63 | 11.93 | 2.72 | 9.28 | 8.48 | 5.23 | 6.43 | 6.38 | 13.14 | 9.25 | 13.57 | 35.64 | 5.55 | 6.98 | 3.69 | 5.74 | 6.49 | 16.50 | 16.47 |
| Yield(%) | NA | 4.35 | 6.34 | 4.86 | 4.02 | NA | NA | … | … | NA | 0.73 | 4.48 | 3.10 | 10.67 | 3.35 | 2.23 | 3.11 | 0.39 | 1.82 | 5.93 | 4.82 | 1.66 | 3.40 | 2.08 | 3.66 | 3.29 | 3.54 | 4.12 | 3.79 | 2.58 | 2.64 | 2.55 | 3.02 | 3.24 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Lincoln Electric Company Employee Savings Plan Strategic Asset Allocation – Optimal Moderate |
-6.28%
Feb 2006 – Feb 2009 |
-0.86%
Feb 2004 – Feb 2009 |
5.63%
Dec 2001 – Dec 2011 |
5.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lincoln Electric Company Employee Savings Plan Strategic Asset Allocation – Optimal Moderate |
19.47%
Feb 2009 – Feb 2012 |
17.33%
Feb 2009 – Feb 2014 |
11.90%
Feb 2009 – Feb 2019 |
10.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart