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 Strategic Asset Allocation - Equal Weight Moderate | NA | 6.27% | 1.89% | 5.15% | 4.15% | 4.87% | 5.17% | 5.33% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.50 | 6.27 | 1.89 | 5.15 | 4.15 | 4.87 | 5.17 | 5.33 | 1.78 | 11.74 | -11.68 | 4.67 | 19.73 | 17.40 | -5.17 | 9.17 | 1.24 | 1.90 | 2.07 | 15.09 | 6.45 | -3.69 | 6.51 | 13.00 | -11.03 | 8.09 | 11.11 | 7.78 | 10.35 | 17.99 | -1.87 | 2.91 |
| Sharpe Ratio | NA | 0.59 | -0.01 | 0.50 | 0.42 | NA | NA | 0.53 | 0.22 | 1.00 | -1.00 | 0.53 | 1.08 | 2.27 | -0.70 | 1.89 | 0.12 | 0.22 | 0.31 | 2.47 | 1.01 | -0.35 | 0.64 | 1.66 | -2.06 | 0.55 | 1.17 | 0.94 | 1.40 | 3.10 | -0.82 | 0.16 |
| Standard Deviation(%) | NA | 7.38 | 10.01 | 11.66 | 9.92 | NA | NA | 8.44 | 6.77 | 7.52 | 13.07 | 8.82 | 18.09 | 7.06 | 9.26 | 4.53 | 8.89 | 8.55 | 6.63 | 6.09 | 6.35 | 10.60 | 10.01 | 7.78 | 5.80 | 9.30 | 6.67 | 5.94 | 6.71 | 5.58 | 3.62 | 3.70 |
| Draw Down(%) | NA | 6.48 | 19.66 | 19.97 | 19.97 | NA | NA | 19.97 | 1.34 | 6.48 | 18.41 | 4.99 | 19.97 | 3.65 | 12.23 | 1.97 | 8.29 | 8.14 | 6.51 | 4.30 | 6.13 | 11.09 | 9.28 | 4.01 | 11.58 | 6.57 | 7.49 | 4.50 | 5.61 | 2.51 | 6.70 | 4.10 |
| Yield(%) | NA | 5.53 | 4.29 | 3.63 | 2.79 | NA | NA | 2.49 | 0.11 | 5.75 | 2.55 | 4.57 | 4.28 | 1.10 | 2.55 | 0.25 | 2.66 | 2.40 | 1.83 | 2.90 | 1.90 | 1.93 | 1.27 | 1.16 | 0.62 | 4.64 | 5.57 | 2.17 | 1.94 | 1.41 | 1.06 | 2.59 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-0.51%
Jun 2007 - Jun 2010 |
0.85%
May 2007 - May 2012 |
3.40%
Mar 2010 - Mar 2020 |
3.40%
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 Strategic Asset Allocation - Equal Weight Moderate |
14.45%
Apr 2003 - Apr 2006 |
11.75%
Oct 2002 - Oct 2007 |
6.99%
Dec 2011 - Dec 2021 |
6.45%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart