Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAYONIER INC. SAVINGS PLAN FOR NON-BARGAINING UNIT HOURLY EMPLOYEES AT CERTAIN LOCATIONS Tactical Asset Allocation Moderate | NA | 32.00% | 10.72% | 9.58% | 6.12% | 6.18% | 6.80% | 7.13% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAYONIER INC. SAVINGS PLAN FOR NON-BARGAINING UNIT HOURLY EMPLOYEES AT CERTAIN LOCATIONS 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 (%) | -0.28 | 32.00 | 10.72 | 9.58 | 6.12 | 6.18 | 6.80 | 7.13 | NA | 19.59 | 23.80 | -7.47 | 5.40 | 7.23 | 8.86 | -2.44 | 5.95 | 3.59 | -0.66 | 1.41 | 13.20 | 7.22 | 0.81 | 6.31 | 15.65 | -2.90 | 12.41 | 11.46 | 5.43 | 11.58 | 16.83 | -0.60 | 6.98 |
| Sharpe Ratio | NA | 2.17 | 0.82 | 0.74 | 0.60 | NA | NA | 0.78 | 0.19 | 1.96 | 2.83 | -0.66 | 0.62 | 0.85 | 1.69 | -0.55 | 1.00 | 0.81 | -0.14 | 0.23 | 1.89 | 1.37 | 0.10 | 0.58 | 1.98 | -0.94 | 1.03 | 1.08 | 0.56 | 1.33 | 3.06 | -0.37 | 1.14 |
| Standard Deviation(%) | NA | 6.60 | 9.54 | 9.13 | 7.44 | NA | NA | 7.14 | 4.50 | 6.65 | 6.90 | 13.45 | 8.74 | 8.21 | 4.40 | 6.85 | 5.30 | 4.15 | 4.92 | 6.09 | 6.97 | 5.23 | 7.76 | 10.80 | 7.85 | 4.05 | 9.12 | 7.56 | 5.85 | 7.99 | 5.28 | 4.63 | 4.09 |
| Draw Down(%) | NA | 4.39 | 14.68 | 16.56 | 16.56 | NA | NA | 16.56 | 0.18 | 4.39 | 3.67 | 15.32 | 4.66 | 10.04 | 3.12 | 7.75 | 6.57 | 3.71 | 5.23 | 5.17 | 4.46 | 4.82 | 7.33 | 9.11 | 4.04 | 6.30 | 6.26 | 9.46 | 4.84 | 6.45 | 3.13 | 6.81 | 2.77 |
| Yield(%) | NA | 17.38 | 11.31 | 8.25 | 5.54 | NA | NA | 4.83 | NA | 5.29 | 16.36 | 6.89 | 4.71 | 3.35 | 4.72 | 5.19 | 0.29 | 2.04 | 1.09 | 5.09 | 5.97 | 4.68 | 2.00 | 3.96 | 4.48 | 2.66 | 5.42 | 5.06 | 3.88 | 2.93 | 3.08 | 5.09 | 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 INC. SAVINGS PLAN FOR NON-BARGAINING UNIT HOURLY EMPLOYEES AT CERTAIN LOCATIONS Tactical Asset Allocation Moderate |
-1.12%
Oct 2017 - Oct 2020 |
-0.37%
Sep 2017 - Sep 2022 |
2.54%
Sep 2012 - Sep 2022 |
3.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAYONIER INC. SAVINGS PLAN FOR NON-BARGAINING UNIT HOURLY EMPLOYEES AT CERTAIN LOCATIONS Tactical Asset Allocation Moderate |
13.06%
Nov 2021 - Nov 2024 |
12.29%
Oct 2002 - Oct 2007 |
8.71%
Apr 2001 - Apr 2011 |
7.58%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart