Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAYONIER INC. – FERNANDINA MILL SAVINGS PLAN FOR HOURLY EMPLOYEES Tactical Asset Allocation Moderate | NA | 30.72% | 12.69% | 12.07% | 7.40% | 6.82% | 6.31% | 6.26% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAYONIER INC. – FERNANDINA MILL SAVINGS PLAN FOR HOURLY 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 (%) | -0.81 | 30.72 | 12.69 | 12.07 | 7.40 | 6.82 | 6.31 | 6.26 | NA | 15.35 | 25.42 | -7.67 | 16.74 | 8.19 | 7.44 | -2.85 | 9.88 | 3.56 | -1.08 | 0.39 | 14.57 | 6.40 | -1.31 | 4.79 | 12.19 | -7.06 | 2.68 | 11.10 | 5.85 | 9.25 | 21.60 | -8.36 | 2.31 |
| Sharpe Ratio | NA | 1.16 | 0.61 | 0.85 | 0.68 | NA | NA | 0.58 | 0.11 | 1.04 | 2.88 | -0.63 | 1.52 | 0.96 | 1.11 | -0.57 | 1.82 | 0.74 | -0.24 | 0.07 | 2.02 | 0.97 | -0.11 | 0.40 | 1.27 | -1.68 | -0.03 | 1.06 | 0.62 | 1.14 | 3.25 | -1.71 | 0.01 |
| Standard Deviation(%) | NA | 8.38 | 10.56 | 10.23 | 8.22 | NA | NA | 7.92 | 5.63 | 8.41 | 7.36 | 14.45 | 10.97 | 8.30 | 5.44 | 7.35 | 5.09 | 4.53 | 4.66 | 5.66 | 7.21 | 6.58 | 11.90 | 11.74 | 9.53 | 4.74 | 9.78 | 7.37 | 5.89 | 7.26 | 6.43 | 5.54 | 0.05 |
| Draw Down(%) | NA | 6.92 | 15.94 | 16.30 | 16.30 | NA | NA | 16.30 | 0.30 | 6.92 | 4.10 | 16.30 | 4.18 | 6.54 | 3.70 | 8.80 | 2.86 | 3.46 | 5.18 | 6.26 | 3.85 | 6.31 | 12.01 | 11.91 | 5.01 | 8.42 | 6.84 | 8.13 | 4.27 | 5.38 | 2.29 | 9.10 | 0.00 |
| Yield(%) | NA | 15.25 | 15.17 | 11.03 | 6.58 | NA | NA | 4.18 | NA | 4.73 | 14.61 | 11.99 | 13.68 | 5.03 | 4.94 | 6.02 | 0.69 | 0.92 | 1.46 | 1.58 | 5.33 | 1.06 | 0.80 | 0.81 | 0.25 | 0.67 | 6.96 | 5.26 | 4.89 | 0.85 | 0.44 | 0.94 | 2.31 |
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. – FERNANDINA MILL SAVINGS PLAN FOR HOURLY EMPLOYEES Tactical Asset Allocation Moderate |
-0.96%
Aug 2007 - Aug 2010 |
0.90%
May 2007 - May 2012 |
3.23%
Apr 2010 - Apr 2020 |
3.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAYONIER INC. – FERNANDINA MILL SAVINGS PLAN FOR HOURLY EMPLOYEES Tactical Asset Allocation Moderate |
14.62%
Apr 2003 - Apr 2006 |
12.62%
Nov 2019 - Nov 2024 |
7.67%
Nov 2014 - Nov 2024 |
7.05%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart