Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEYERHAEUSER COMPANY SALARIED 401(K) PLAN Tactical Asset Allocation Moderate | NA | 23.74% | 3.00% | 7.12% | 6.39% | 7.99% | 8.37% | 7.68% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEYERHAEUSER COMPANY SALARIED 401(K) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.82 | 23.74 | 3.00 | 7.12 | 6.39 | 7.99 | 8.37 | 7.68 | NA | 11.96 | 16.34 | -14.29 | 12.14 | 9.91 | 21.02 | -7.57 | 12.34 | 9.48 | -2.14 | 8.62 | 16.07 | 12.68 | 3.63 | 13.15 | 14.85 | 0.25 | 8.97 | 14.62 | 6.79 | 12.48 | 13.78 | -6.25 | -2.08 |
| Sharpe Ratio | NA | 0.70 | 0.05 | 0.31 | 0.44 | NA | NA | 0.65 | 0.04 | 0.54 | 1.41 | -1.04 | 1.25 | 0.50 | 2.99 | -0.93 | 2.58 | 1.09 | -0.25 | 1.18 | 2.20 | 1.48 | 0.25 | 1.32 | 1.58 | -0.12 | 0.58 | 1.52 | 0.75 | 1.56 | 1.80 | -1.09 | -0.62 |
| Standard Deviation(%) | NA | 9.89 | 11.58 | 13.23 | 10.84 | NA | NA | 9.54 | 10.41 | 9.97 | 8.57 | 15.14 | 9.70 | 19.39 | 6.57 | 9.55 | 4.53 | 8.51 | 8.60 | 7.28 | 7.30 | 8.52 | 14.52 | 9.87 | 9.32 | 5.74 | 10.30 | 7.46 | 6.13 | 7.40 | 7.26 | 6.76 | 7.04 |
| Draw Down(%) | NA | 5.41 | 17.34 | 23.94 | 23.94 | NA | NA | 23.94 | 0.87 | 5.41 | 7.74 | 18.65 | 4.72 | 23.94 | 3.10 | 13.97 | 1.92 | 7.19 | 8.97 | 5.11 | 4.92 | 6.43 | 12.40 | 7.63 | 4.60 | 5.43 | 6.72 | 7.88 | 4.52 | 7.08 | 5.63 | 9.46 | 11.24 |
| Yield(%) | NA | 2.08 | 2.00 | 1.93 | 2.03 | NA | NA | 0.00 | NA | 1.27 | 2.29 | 1.53 | 1.52 | 1.94 | 2.50 | 1.84 | 2.26 | 1.92 | 2.07 | 2.00 | 1.79 | 2.42 | 2.24 | 2.62 | 4.10 | 4.38 | 3.39 | 3.02 | 2.67 | 2.52 | 3.92 | 4.80 | 5.61 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| WEYERHAEUSER COMPANY SALARIED 401(K) PLAN Tactical Asset Allocation Moderate |
1.59%
Mar 2017 - Mar 2020 |
2.60%
Mar 2015 - Mar 2020 |
5.01%
Oct 2013 - Oct 2023 |
6.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEYERHAEUSER COMPANY SALARIED 401(K) PLAN Tactical Asset Allocation Moderate |
14.26%
Dec 2018 - Dec 2021 |
13.33%
Jun 2009 - Jun 2014 |
10.91%
Jul 2003 - Jul 2013 |
9.86%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart