Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Greif 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 31.61% | 9.58% | 11.49% | 7.14% | 7.44% | 7.06% | 7.24% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Greif 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight 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 (%) | -0.56 | 31.61 | 9.58 | 11.49 | 7.14 | 7.44 | 7.06 | 7.24 | NA | 14.63 | 20.15 | -6.73 | 6.52 | 17.93 | 14.70 | -7.90 | 7.38 | 3.78 | 0.72 | 1.30 | 15.08 | 11.81 | -0.73 | 10.47 | 22.06 | -18.78 | 10.12 | 10.91 | 7.90 | 11.18 | 20.38 | -2.73 | 3.33 |
| Sharpe Ratio | NA | 1.14 | 0.51 | 0.64 | 0.51 | NA | NA | 0.57 | 0.09 | 1.02 | 1.96 | -0.61 | 0.65 | 1.00 | 1.94 | -0.95 | 1.16 | 0.42 | 0.08 | 0.18 | 2.47 | 1.84 | -0.07 | 1.16 | 1.72 | -1.09 | 0.82 | 1.28 | 1.04 | 1.52 | 2.65 | -0.41 | 0.14 |
| Standard Deviation(%) | NA | 7.84 | 10.10 | 11.98 | 10.20 | NA | NA | 9.69 | 5.98 | 7.89 | 8.13 | 13.33 | 10.06 | 17.61 | 6.84 | 9.74 | 5.80 | 8.53 | 8.76 | 7.11 | 6.10 | 6.38 | 11.38 | 8.97 | 12.73 | 18.03 | 8.67 | 5.98 | 5.53 | 6.74 | 7.43 | 9.34 | 7.31 |
| Draw Down(%) | NA | 7.44 | 14.99 | 23.11 | 23.11 | NA | NA | 30.53 | 0.39 | 7.44 | 5.26 | 15.65 | 5.66 | 23.11 | 4.23 | 14.54 | 5.52 | 7.75 | 8.93 | 5.49 | 4.42 | 5.07 | 12.03 | 7.16 | 13.74 | 30.35 | 6.11 | 6.25 | 3.39 | 5.53 | 7.21 | 12.78 | 8.95 |
| Yield(%) | NA | 15.73 | 10.90 | 7.46 | 5.15 | NA | NA | 4.59 | NA | 4.47 | 15.02 | 6.22 | 6.52 | 1.41 | 3.17 | 5.69 | 0.67 | 1.23 | 4.85 | 2.02 | 1.50 | 2.99 | 3.10 | 3.92 | 3.05 | 6.37 | 8.12 | 5.41 | 3.73 | 3.81 | 3.13 | 3.64 | 5.56 |
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 |
|---|---|---|---|---|
| Greif 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
-3.80%
Feb 2006 - Feb 2009 |
-0.23%
Mar 2015 - Mar 2020 |
3.44%
Mar 2010 - Mar 2020 |
4.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Greif 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
15.61%
Feb 2009 - Feb 2012 |
13.68%
Feb 2009 - Feb 2014 |
8.54%
Mar 2003 - Mar 2013 |
8.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart