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 Strategic Asset Allocation - Equal Weight Moderate | NA | 31.13% | 11.48% | 12.46% | 8.21% | 8.13% | 7.81% | 7.51% |
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 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 (%) | -0.45 | 31.13 | 11.48 | 12.46 | 8.21 | 8.13 | 7.81 | 7.51 | NA | 16.27 | 21.79 | -2.13 | 5.57 | 17.63 | 13.19 | -4.37 | 9.23 | 5.27 | 2.19 | 2.59 | 13.41 | 12.24 | -0.81 | 9.46 | 23.58 | -15.36 | 10.92 | 9.26 | 8.61 | 11.19 | 21.10 | -7.45 | -1.59 |
| Sharpe Ratio | NA | 1.48 | 0.84 | 0.81 | 0.70 | NA | NA | 0.62 | 0.17 | 1.26 | 2.20 | -0.28 | 0.60 | 1.05 | 1.78 | -0.70 | 1.79 | 0.55 | 0.26 | 0.39 | 2.22 | 2.15 | -0.07 | 0.98 | 1.97 | -1.13 | 1.09 | 1.11 | 1.26 | 1.28 | 2.59 | -0.77 | -0.27 |
| Standard Deviation(%) | NA | 7.62 | 9.62 | 11.30 | 9.61 | NA | NA | 9.52 | 5.07 | 7.71 | 7.97 | 12.44 | 9.29 | 16.55 | 6.61 | 8.08 | 4.81 | 9.22 | 8.34 | 6.59 | 6.01 | 5.66 | 11.54 | 9.61 | 11.91 | 14.35 | 7.31 | 5.42 | 5.11 | 8.02 | 7.89 | 11.09 | 14.50 |
| Draw Down(%) | NA | 4.91 | 11.93 | 21.19 | 21.19 | NA | NA | 25.30 | 0.16 | 4.91 | 4.98 | 12.54 | 4.36 | 21.19 | 3.97 | 10.27 | 3.09 | 7.57 | 8.40 | 5.78 | 3.83 | 4.24 | 11.89 | 8.65 | 11.85 | 25.28 | 4.83 | 5.83 | 3.21 | 6.40 | 7.95 | 16.79 | 18.01 |
| Yield(%) | NA | 16.46 | 11.16 | 7.88 | 6.05 | NA | NA | 5.01 | NA | 4.25 | 15.97 | 8.20 | 4.14 | 2.48 | 3.65 | 4.49 | 0.67 | 1.83 | 7.06 | 7.71 | 4.52 | 3.67 | 3.94 | 4.22 | 4.15 | 6.42 | 6.76 | 5.30 | 4.00 | 2.94 | 2.60 | 3.13 | 3.25 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-2.25%
Feb 2006 - Feb 2009 |
1.59%
Mar 2015 - Mar 2020 |
4.35%
Mar 2010 - Mar 2020 |
5.07%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.88%
Mar 2003 - Mar 2006 |
13.21%
Feb 2009 - Feb 2014 |
9.24%
Mar 2003 - Mar 2013 |
9.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart