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 Strategic Asset Allocation - Equal Weight Moderate | NA | 30.96% | 10.50% | 11.18% | 7.21% | 7.20% | 5.93% | 5.34% |
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 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 (%) | -0.83 | 30.96 | 10.50 | 11.18 | 7.21 | 7.20 | 5.93 | 5.34 | NA | 13.65 | 21.61 | -8.15 | 13.57 | 11.16 | 15.40 | -6.37 | 8.11 | 3.35 | -0.43 | 2.24 | 15.00 | 10.06 | -1.62 | 7.64 | 17.02 | -20.54 | 3.75 | 9.92 | 5.22 | 7.40 | 20.12 | -13.93 | -2.54 |
| Sharpe Ratio | NA | 0.88 | 0.43 | 0.56 | 0.47 | NA | NA | 0.34 | 0.07 | 0.79 | 2.11 | -0.67 | 0.92 | 0.60 | 1.92 | -0.82 | 1.26 | 0.33 | -0.05 | 0.32 | 2.23 | 1.36 | -0.13 | 0.80 | 1.26 | -1.17 | 0.09 | 0.98 | 0.63 | 1.03 | 2.20 | -1.09 | -0.37 |
| Standard Deviation(%) | NA | 8.91 | 10.82 | 13.38 | 11.14 | NA | NA | 10.75 | 5.76 | 8.94 | 8.24 | 14.25 | 14.65 | 18.13 | 7.30 | 9.41 | 5.95 | 9.43 | 9.12 | 6.96 | 6.72 | 7.35 | 12.67 | 9.50 | 13.46 | 18.34 | 8.05 | 6.78 | 4.86 | 6.26 | 8.85 | 13.75 | 13.24 |
| Draw Down(%) | NA | 7.74 | 15.82 | 21.55 | 21.55 | NA | NA | 32.83 | 0.38 | 7.74 | 5.17 | 16.60 | 7.77 | 21.55 | 4.09 | 12.88 | 5.01 | 8.41 | 9.23 | 6.17 | 4.78 | 6.69 | 12.11 | 7.79 | 14.48 | 29.75 | 4.96 | 7.48 | 3.44 | 4.91 | 9.55 | 21.13 | 18.50 |
| Yield(%) | NA | 14.79 | 14.45 | 10.14 | 7.04 | NA | NA | 4.54 | NA | 4.65 | 14.02 | 8.53 | 15.60 | 4.33 | 2.91 | 8.86 | 0.66 | 0.62 | 6.13 | 3.92 | 4.75 | 1.42 | 1.24 | 1.13 | 0.15 | 7.79 | 6.27 | 4.45 | 3.90 | 0.89 | 0.39 | 0.65 | 1.08 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.36%
Feb 2006 - Feb 2009 |
-2.11%
Feb 2004 - Feb 2009 |
2.75%
Dec 2001 - Dec 2011 |
3.07%
Feb 2001 - Feb 2016 |
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 Strategic Asset Allocation - Equal Weight Moderate |
13.94%
Mar 2003 - Mar 2006 |
11.82%
Feb 2009 - Feb 2014 |
7.35%
Sep 2014 - Sep 2024 |
7.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart