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 Strategic Asset Allocation - Equal Weight Moderate | NA | 6.76% | 4.94% | 7.53% | 5.17% | 7.14% | 6.22% | 6.46% |
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 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 (%) | -0.58 | 6.76 | 4.94 | 7.53 | 5.17 | 7.14 | 6.22 | 6.46 | 1.43 | 15.88 | -12.22 | 10.01 | 26.73 | 18.13 | -5.69 | 10.16 | 0.39 | 1.41 | 1.03 | 14.37 | 12.03 | -0.89 | 10.97 | 20.79 | -16.64 | 8.90 | 9.66 | 7.21 | 10.59 | 19.68 | -0.44 | 3.78 |
| Sharpe Ratio | NA | 0.98 | 0.09 | 0.74 | 0.54 | NA | NA | 0.60 | 0.14 | 1.42 | -1.05 | 1.17 | 1.46 | 2.20 | -0.72 | 2.20 | 0.02 | 0.15 | 0.14 | 2.25 | 2.18 | -0.09 | 1.31 | 1.47 | -1.07 | 0.72 | 0.95 | 0.95 | 1.45 | 3.27 | -0.23 | 0.24 |
| Standard Deviation(%) | NA | 8.17 | 10.11 | 11.78 | 10.10 | NA | NA | 9.43 | 7.95 | 8.20 | 12.95 | 8.52 | 18.17 | 7.61 | 9.76 | 4.32 | 8.89 | 8.95 | 7.02 | 6.36 | 5.51 | 10.61 | 8.31 | 14.13 | 16.48 | 8.15 | 6.74 | 5.32 | 6.66 | 5.80 | 6.67 | 6.16 |
| Draw Down(%) | NA | 7.22 | 20.46 | 20.51 | 20.51 | NA | NA | 30.71 | 1.73 | 7.22 | 18.71 | 5.18 | 20.51 | 3.56 | 12.86 | 2.26 | 9.14 | 9.57 | 5.82 | 5.53 | 4.51 | 11.29 | 6.51 | 16.99 | 27.98 | 5.42 | 7.45 | 3.74 | 6.15 | 4.26 | 10.44 | 7.05 |
| Yield(%) | NA | 6.23 | 4.79 | 4.54 | 3.92 | NA | NA | 4.17 | 0.00 | 6.60 | 2.50 | 5.62 | 6.41 | 2.11 | 3.77 | 0.27 | 3.30 | 5.40 | 3.71 | 4.97 | 4.57 | 2.60 | 4.31 | 3.82 | 5.61 | 6.55 | 4.52 | 2.88 | 3.95 | 3.33 | 4.06 | 5.02 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.53%
Feb 2006 - Feb 2009 |
0.45%
Feb 2004 - Feb 2009 |
4.51%
Mar 2010 - Mar 2020 |
4.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACTIV HOURLY 401(k) SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.09%
Dec 2018 - Dec 2021 |
13.75%
Feb 2009 - Feb 2014 |
8.64%
Sep 2011 - Sep 2021 |
7.84%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart