Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Potlatch Salaried 401(k) Plan Tactical Asset Allocation Moderate | NA | 12.98% | 7.48% | 4.12% | 3.67% | 6.00% | 6.82% | 7.29% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Potlatch Salaried 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.24 | 12.98 | 7.48 | 4.12 | 3.67 | 6.00 | 6.82 | 7.29 | 0.45 | 25.51 | -3.51 | 2.98 | 3.05 | 7.80 | -1.43 | 10.52 | 5.64 | -5.08 | 2.07 | 16.24 | 7.67 | 2.79 | 9.23 | 18.17 | -1.18 | 14.70 | 13.14 | 5.39 | 13.47 | 19.08 | 2.87 | 7.99 |
| Sharpe Ratio | NA | 2.16 | 0.67 | 0.57 | 0.48 | NA | NA | 0.87 | 0.03 | 2.87 | -0.48 | 0.33 | 0.25 | 1.55 | -0.38 | 2.21 | 1.12 | -0.85 | 0.32 | 2.33 | 1.12 | 0.35 | 0.83 | 2.11 | -0.39 | 1.21 | 1.33 | 0.59 | 1.92 | 3.55 | 0.38 | 1.10 |
| Standard Deviation(%) | NA | 7.29 | 8.79 | 8.81 | 7.45 | NA | NA | 7.33 | 6.46 | 7.41 | 10.11 | 8.90 | 11.49 | 4.13 | 7.20 | 4.48 | 4.85 | 6.02 | 6.40 | 6.96 | 6.83 | 7.97 | 11.03 | 8.56 | 5.45 | 9.66 | 7.44 | 5.46 | 6.54 | 5.18 | 4.68 | 5.15 |
| Draw Down(%) | NA | 3.77 | 13.37 | 15.85 | 15.85 | NA | NA | 15.85 | 1.72 | 3.77 | 11.76 | 6.68 | 15.85 | 3.00 | 7.18 | 1.47 | 2.82 | 10.03 | 6.02 | 4.68 | 6.57 | 5.32 | 9.46 | 4.56 | 7.97 | 7.04 | 8.04 | 4.36 | 6.23 | 2.64 | 5.72 | 3.88 |
| Yield(%) | NA | 15.44 | 9.15 | 7.13 | 4.83 | NA | NA | 4.65 | 0.89 | 15.86 | 7.17 | 4.02 | 5.91 | 2.37 | 2.05 | 0.64 | 2.85 | 3.61 | 3.57 | 2.43 | 3.59 | 3.74 | 3.69 | 4.95 | 3.72 | 4.88 | 6.58 | 2.50 | 3.92 | 3.72 | 6.25 | 8.09 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Potlatch Salaried 401(k) Plan Tactical Asset Allocation Moderate |
-1.09%
Jun 2019 - Jun 2022 |
1.04%
Mar 2015 - Mar 2020 |
3.65%
Dec 2012 - Dec 2022 |
4.66%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Potlatch Salaried 401(k) Plan Tactical Asset Allocation Moderate |
14.28%
Oct 2004 - Oct 2007 |
14.12%
Oct 2002 - Oct 2007 |
10.67%
Apr 2001 - Apr 2011 |
8.80%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart