Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES Tactical Asset Allocation Moderate | NA | 31.69% | 12.03% | 14.20% | 9.06% | 8.30% | 8.41% | 8.77% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES 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 (%) | -0.27 | 31.69 | 12.03 | 14.20 | 9.06 | 8.30 | 8.41 | 8.77 | NA | 19.59 | 24.30 | -5.55 | 8.11 | 21.48 | 20.65 | -1.86 | 3.95 | 3.85 | 0.20 | 1.39 | 13.80 | 6.62 | 2.29 | 6.92 | 16.36 | -3.08 | 11.32 | 12.49 | 5.87 | 10.91 | 15.67 | 5.82 | 6.98 |
| Sharpe Ratio | NA | 2.26 | 0.95 | 1.21 | 0.97 | NA | NA | 1.00 | 0.19 | 2.06 | 3.07 | -0.54 | 0.94 | 2.51 | 2.27 | -0.52 | 0.58 | 0.84 | 0.03 | 0.24 | 2.01 | 1.24 | 0.30 | 0.62 | 2.00 | -0.97 | 0.94 | 1.19 | 0.64 | 1.29 | 2.97 | 1.80 | 1.14 |
| Standard Deviation(%) | NA | 6.27 | 9.04 | 8.85 | 7.60 | NA | NA | 7.15 | 4.25 | 6.31 | 6.53 | 12.74 | 8.60 | 8.46 | 8.48 | 6.13 | 5.77 | 4.31 | 4.94 | 5.70 | 6.84 | 5.30 | 7.52 | 11.04 | 8.12 | 4.12 | 8.90 | 7.76 | 5.78 | 7.75 | 5.04 | 2.62 | 4.09 |
| Draw Down(%) | NA | 4.16 | 13.59 | 14.18 | 14.18 | NA | NA | 14.18 | 0.15 | 4.16 | 3.34 | 14.01 | 4.06 | 3.95 | 0.41 | 6.27 | 6.65 | 3.73 | 5.19 | 5.70 | 4.67 | 5.00 | 6.51 | 9.26 | 3.95 | 6.52 | 5.77 | 9.28 | 4.57 | 6.25 | 3.16 | 1.60 | 2.77 |
| Yield(%) | NA | 17.73 | 11.71 | 13.38 | 8.14 | NA | NA | 5.87 | NA | 5.42 | 16.71 | 7.27 | 5.13 | 14.42 | 18.10 | 2.52 | 0.29 | 2.32 | 1.09 | 8.11 | 5.02 | 4.68 | 1.96 | 4.11 | 4.68 | 2.66 | 4.45 | 4.98 | 2.51 | 3.05 | 3.11 | 5.51 | 6.93 |
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 |
|---|---|---|---|---|
| RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES Tactical Asset Allocation Moderate |
1.80%
Dec 2013 - Dec 2016 |
1.48%
Dec 2013 - Dec 2018 |
4.90%
Apr 2008 - Apr 2018 |
5.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES Tactical Asset Allocation Moderate |
16.58%
Dec 2018 - Dec 2021 |
14.94%
Aug 2019 - Aug 2024 |
9.43%
Apr 2001 - Apr 2011 |
8.44%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart