Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PACTIV HOURLY 401(k) SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 6.14% | 9.38% | 12.61% | 8.43% | 10.30% | 10.16% | 9.82% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACTIV HOURLY 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 (%) | -0.61 | 6.14 | 9.38 | 12.61 | 8.43 | 10.30 | 10.16 | 9.82 | 2.19 | 18.07 | -10.02 | 13.56 | 49.31 | 17.00 | -1.45 | 11.17 | 3.16 | -1.27 | 2.93 | 21.86 | 12.18 | 1.84 | 15.81 | 19.69 | 1.63 | 12.91 | 12.44 | 7.57 | 13.81 | 15.63 | -0.03 | 2.45 |
| Sharpe Ratio | NA | 1.35 | 0.16 | 1.01 | 0.73 | NA | NA | 0.88 | 0.22 | 1.64 | -0.88 | 1.07 | 2.20 | 1.90 | -0.24 | 1.97 | 0.34 | -0.14 | 0.33 | 2.88 | 1.52 | 0.12 | 1.58 | 2.12 | 0.12 | 1.03 | 1.14 | 0.82 | 1.65 | 1.90 | -0.19 | 0.02 |
| Standard Deviation(%) | NA | 8.48 | 11.37 | 13.86 | 11.69 | NA | NA | 10.10 | 8.59 | 8.43 | 12.96 | 12.64 | 22.26 | 8.19 | 11.77 | 5.34 | 8.80 | 9.03 | 8.94 | 7.57 | 7.96 | 15.45 | 9.94 | 9.24 | 5.78 | 9.62 | 8.04 | 6.61 | 7.81 | 7.86 | 5.98 | 6.30 |
| Draw Down(%) | NA | 6.82 | 18.62 | 23.38 | 23.38 | NA | NA | 23.38 | 1.59 | 6.82 | 15.33 | 11.08 | 23.38 | 5.59 | 14.89 | 2.22 | 8.51 | 9.79 | 8.87 | 4.47 | 6.90 | 14.25 | 7.93 | 4.43 | 5.03 | 5.65 | 9.55 | 4.64 | 6.94 | 5.15 | 5.66 | 7.52 |
| Yield(%) | NA | 4.55 | 4.06 | 5.34 | 5.62 | NA | NA | 0.00 | 0.00 | 4.84 | 3.44 | 4.37 | 11.11 | 3.62 | 5.27 | 6.96 | 6.09 | 5.40 | 5.83 | 6.59 | 4.26 | 3.26 | 3.59 | 5.23 | 8.69 | 5.04 | 5.12 | 4.16 | 3.65 | 3.04 | 4.92 | 7.24 |
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 HOURLY 401(k) SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
1.34%
Feb 2014 - Feb 2017 |
2.28%
Mar 2015 - Mar 2020 |
6.39%
Mar 2010 - Mar 2020 |
8.03%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACTIV HOURLY 401(k) SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
25.65%
Dec 2018 - Dec 2021 |
18.23%
Feb 2016 - Feb 2021 |
12.34%
Sep 2011 - Sep 2021 |
11.98%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart