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Performance Comparison
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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