Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Pactiv 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 1.94% | 6.95% | 7.60% | 6.98% | 8.15% | 7.88% | 8.01% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pactiv 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -1.10 | 1.94 | 6.95 | 7.60 | 6.98 | 8.15 | 7.88 | 8.01 | 0.85 | 14.01 | -13.68 | 17.93 | 19.18 | 20.72 | -5.68 | 16.64 | 6.46 | -1.10 | 9.09 | 26.25 | 12.38 | -1.96 | 14.70 | -2.42 | -2.91 | 10.83 | 13.62 | 7.74 | 12.18 | 29.17 | -2.11 | 0.04 |
| Sharpe Ratio | NA | 0.58 | 0.19 | 0.49 | 0.45 | NA | NA | 0.53 | 0.04 | 0.85 | -0.98 | 1.13 | 0.65 | 1.90 | -0.46 | 2.18 | 0.52 | -0.08 | 0.71 | 2.45 | 0.98 | -0.09 | 0.92 | -0.19 | -0.33 | 0.66 | 1.20 | 0.72 | 1.39 | 2.64 | -0.54 | -0.52 |
| Standard Deviation(%) | NA | 11.86 | 14.20 | 17.81 | 15.31 | NA | NA | 13.46 | 13.71 | 11.42 | 15.34 | 15.83 | 29.24 | 10.16 | 15.15 | 7.33 | 12.01 | 13.54 | 12.77 | 10.72 | 12.52 | 21.68 | 15.95 | 13.22 | 11.63 | 11.96 | 8.63 | 7.75 | 8.06 | 10.77 | 6.00 | 4.36 |
| Draw Down(%) | NA | 11.16 | 20.58 | 30.13 | 30.13 | NA | NA | 30.13 | 2.99 | 11.16 | 19.74 | 7.23 | 30.13 | 6.16 | 16.11 | 3.52 | 11.16 | 12.47 | 7.57 | 5.99 | 10.50 | 18.62 | 12.88 | 17.11 | 13.75 | 8.16 | 9.78 | 5.49 | 6.51 | 4.42 | 6.13 | 6.31 |
| Yield(%) | NA | 4.95 | 5.22 | 5.33 | 5.15 | NA | NA | 0.00 | 0.00 | 5.25 | 3.44 | 7.20 | 5.91 | 5.32 | 0.94 | 4.85 | 4.97 | 6.21 | 7.75 | 7.68 | 2.25 | 5.50 | 1.77 | 1.31 | 8.07 | 4.63 | 6.35 | 1.93 | 2.27 | 1.38 | 1.79 | 3.41 |
Data as of 10/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pactiv 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate |
-1.61%
Jun 2007 - Jun 2010 |
2.36%
Oct 2007 - Oct 2012 |
6.32%
Jan 2006 - Jan 2016 |
6.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pactiv 401(k) Savings and Investment Plan Tactical Asset Allocation Moderate |
19.27%
Dec 2018 - Dec 2021 |
15.57%
Oct 2002 - Oct 2007 |
11.77%
Dec 2011 - Dec 2021 |
10.20%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart