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 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.41% | 8.51% | 7.64% | 5.63% | 7.88% | 6.88% | 6.65% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.26 | 18.41 | 8.51 | 7.64 | 5.63 | 7.88 | 6.88 | 6.65 | 0.95 | 25.52 | -2.42 | 5.34 | 15.01 | 11.73 | -5.04 | 13.19 | 4.07 | -0.02 | 0.61 | 16.02 | 11.71 | 1.23 | 11.60 | 24.73 | -21.08 | 9.89 | 10.44 | 8.58 | 13.05 | 21.57 | -5.36 | -0.78 |
| Sharpe Ratio | NA | 2.18 | 0.74 | 0.74 | 0.58 | NA | NA | 0.58 | 0.12 | 2.77 | -0.29 | 0.61 | 0.85 | 1.36 | -0.66 | 2.74 | 0.45 | 0.00 | 0.08 | 2.56 | 1.87 | 0.11 | 1.18 | 1.61 | -1.24 | 0.85 | 1.06 | 1.18 | 1.91 | 2.71 | -0.65 | -0.31 |
| Standard Deviation(%) | NA | 7.47 | 10.05 | 11.51 | 9.94 | NA | NA | 9.93 | 5.75 | 7.69 | 13.15 | 8.78 | 17.33 | 7.62 | 9.69 | 4.59 | 8.62 | 8.77 | 7.46 | 6.24 | 6.24 | 10.93 | 9.73 | 15.29 | 17.81 | 8.10 | 6.78 | 5.43 | 6.34 | 7.70 | 9.88 | 9.98 |
| Draw Down(%) | NA | 4.19 | 13.01 | 22.34 | 22.34 | NA | NA | 33.46 | 1.24 | 4.19 | 13.01 | 4.91 | 22.34 | 3.58 | 12.14 | 1.54 | 7.32 | 8.89 | 6.03 | 4.33 | 4.98 | 10.90 | 7.99 | 16.31 | 31.09 | 5.42 | 7.68 | 3.87 | 5.90 | 9.14 | 16.66 | 15.03 |
| Yield(%) | NA | 14.56 | 8.74 | 6.22 | 4.76 | NA | NA | 4.22 | 0.92 | 14.84 | 8.89 | 1.83 | 2.14 | 2.91 | 6.42 | 1.01 | 2.29 | 4.88 | 1.98 | 2.74 | 2.74 | 2.97 | 4.37 | 3.33 | 4.45 | 8.62 | 3.43 | 3.37 | 3.73 | 2.80 | 3.17 | 3.25 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.78%
Feb 2006 - Feb 2009 |
0.46%
Feb 2004 - Feb 2009 |
4.53%
Mar 2010 - Mar 2020 |
4.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Potlatch Salaried 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
18.47%
Feb 2009 - Feb 2012 |
15.53%
Feb 2009 - Feb 2014 |
9.41%
Mar 2003 - Mar 2013 |
8.55%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart