Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAYONIER – JESUP MILL SAVINGS PLAN FOR HOURLY EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate | NA | 32.36% | 11.86% | 12.85% | 7.96% | 8.05% | 7.92% | 7.62% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAYONIER – JESUP MILL SAVINGS PLAN FOR HOURLY 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 (%) | -0.63 | 32.36 | 11.86 | 12.85 | 7.96 | 8.05 | 7.92 | 7.62 | NA | 14.32 | 21.34 | -2.13 | 5.49 | 18.59 | 14.80 | -4.34 | 6.66 | 4.39 | -0.34 | 2.20 | 13.71 | 12.29 | -0.64 | 10.57 | 23.32 | -18.35 | 12.25 | 12.50 | 10.34 | 12.90 | 23.34 | -7.06 | -3.26 |
| Sharpe Ratio | NA | 1.06 | 0.75 | 0.76 | 0.61 | NA | NA | 0.59 | 0.16 | 0.90 | 2.17 | -0.28 | 0.56 | 1.07 | 2.02 | -0.58 | 1.04 | 0.48 | -0.04 | 0.32 | 2.27 | 2.08 | -0.06 | 1.08 | 1.65 | -1.06 | 1.05 | 1.29 | 1.31 | 1.37 | 2.74 | -0.75 | -0.57 |
| Standard Deviation(%) | NA | 8.51 | 9.82 | 11.65 | 9.95 | NA | NA | 9.99 | 5.59 | 8.56 | 7.88 | 12.41 | 9.84 | 17.11 | 6.62 | 9.67 | 5.77 | 8.63 | 8.22 | 6.92 | 6.04 | 5.88 | 11.53 | 9.72 | 14.04 | 18.13 | 8.86 | 7.16 | 6.24 | 8.76 | 8.27 | 10.86 | 9.84 |
| Draw Down(%) | NA | 7.91 | 11.98 | 21.49 | 21.49 | NA | NA | 30.15 | 0.25 | 7.91 | 4.90 | 12.58 | 4.89 | 21.49 | 3.91 | 11.89 | 5.94 | 7.24 | 8.37 | 5.67 | 4.13 | 4.67 | 11.79 | 8.33 | 14.98 | 30.04 | 6.47 | 8.21 | 3.99 | 6.93 | 7.74 | 15.38 | 15.70 |
| Yield(%) | NA | 16.55 | 11.15 | 7.76 | 5.78 | NA | NA | 4.73 | NA | 4.50 | 15.82 | 8.17 | 4.04 | 2.14 | 3.46 | 6.19 | 0.65 | 1.61 | 4.54 | 6.45 | 4.94 | 2.44 | 2.80 | 4.33 | 3.89 | 6.51 | 6.30 | 3.74 | 3.78 | 2.80 | 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 – JESUP MILL SAVINGS PLAN FOR HOURLY EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate |
-3.08%
Feb 2006 - Feb 2009 |
0.78%
Mar 2015 - Mar 2020 |
3.98%
Mar 2010 - Mar 2020 |
4.63%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAYONIER – JESUP MILL SAVINGS PLAN FOR HOURLY EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate |
18.01%
Mar 2003 - Mar 2006 |
14.94%
Sep 2002 - Sep 2007 |
9.86%
Mar 2003 - Mar 2013 |
9.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart