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 Strategic Asset Allocation - Equal Weight Moderate | NA | 33.28% | 9.79% | 11.73% | 7.62% | 7.48% | 7.08% | 6.90% |
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 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 (%) | -0.62 | 33.28 | 9.79 | 11.73 | 7.62 | 7.48 | 7.08 | 6.90 | NA | 15.20 | 21.18 | -7.58 | 6.19 | 17.99 | 15.78 | -4.52 | 7.44 | 2.84 | 1.72 | 2.52 | 13.78 | 11.27 | -2.94 | 9.33 | 18.43 | -15.61 | 11.09 | 9.59 | 7.79 | 10.98 | 23.34 | -7.06 | -3.26 |
| Sharpe Ratio | NA | 1.18 | 0.55 | 0.66 | 0.57 | NA | NA | 0.55 | 0.16 | 0.99 | 2.13 | -0.67 | 0.69 | 1.03 | 2.07 | -0.59 | 1.17 | 0.32 | 0.19 | 0.35 | 2.27 | 2.02 | -0.25 | 0.97 | 1.66 | -1.12 | 1.11 | 1.17 | 1.11 | 1.17 | 2.74 | -0.75 | -0.57 |
| Standard Deviation(%) | NA | 8.63 | 10.29 | 11.79 | 10.08 | NA | NA | 9.52 | 5.48 | 8.69 | 7.96 | 13.36 | 8.94 | 17.24 | 6.94 | 9.87 | 5.82 | 8.23 | 8.73 | 7.14 | 6.04 | 5.54 | 11.87 | 9.53 | 11.02 | 14.79 | 7.30 | 5.41 | 5.07 | 8.55 | 8.27 | 10.86 | 9.84 |
| Draw Down(%) | NA | 7.92 | 14.48 | 21.61 | 21.61 | NA | NA | 25.94 | 0.25 | 7.92 | 4.81 | 15.12 | 4.65 | 21.61 | 4.12 | 12.19 | 6.71 | 7.61 | 8.83 | 5.58 | 4.45 | 4.31 | 13.44 | 8.16 | 12.50 | 25.33 | 4.63 | 5.97 | 3.17 | 6.93 | 7.74 | 15.38 | 15.70 |
| Yield(%) | NA | 16.81 | 10.96 | 7.48 | 5.73 | NA | NA | 4.85 | NA | 4.60 | 16.16 | 6.86 | 4.38 | 1.33 | 3.43 | 5.91 | 0.64 | 0.59 | 6.94 | 6.28 | 4.74 | 3.17 | 3.40 | 4.08 | 4.16 | 5.75 | 7.08 | 5.40 | 4.07 | 2.82 | 2.49 | 3.27 | 4.00 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-2.61%
Feb 2006 - Feb 2009 |
1.11%
Mar 2015 - Mar 2020 |
3.78%
Mar 2010 - Mar 2020 |
4.21%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.95%
Mar 2003 - Mar 2006 |
13.19%
Sep 2002 - Sep 2007 |
8.38%
Mar 2003 - Mar 2013 |
8.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart