Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Potlatch Hourly 401(k) Plan Tactical Asset Allocation Moderate | NA | 12.98% | 7.46% | 4.11% | 4.10% | 6.30% | 6.97% | 7.43% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Potlatch Hourly 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 | 7.46 | 4.11 | 4.10 | 6.30 | 6.97 | 7.43 | 0.45 | 25.51 | -3.43 | 2.85 | 3.05 | 7.80 | -1.43 | 10.52 | 6.24 | -1.67 | 2.18 | 16.23 | 7.80 | 2.60 | 9.84 | 17.81 | -1.20 | 13.16 | 11.98 | 5.62 | 13.79 | 19.59 | 2.84 | 7.99 |
| Sharpe Ratio | NA | 2.16 | 0.67 | 0.57 | 0.55 | NA | NA | 0.89 | 0.03 | 2.87 | -0.48 | 0.32 | 0.25 | 1.55 | -0.38 | 2.21 | 1.23 | -0.31 | 0.34 | 2.33 | 1.12 | 0.32 | 0.85 | 2.05 | -0.39 | 1.04 | 1.19 | 0.63 | 2.00 | 3.64 | 0.37 | 1.10 |
| Standard Deviation(%) | NA | 7.29 | 8.75 | 8.78 | 7.41 | NA | NA | 7.34 | 6.46 | 7.41 | 10.02 | 8.87 | 11.49 | 4.13 | 7.20 | 4.48 | 4.89 | 5.56 | 6.41 | 6.94 | 6.89 | 7.95 | 11.49 | 8.62 | 5.46 | 9.76 | 7.32 | 5.46 | 6.43 | 5.18 | 4.69 | 5.15 |
| Draw Down(%) | NA | 3.77 | 13.22 | 15.85 | 15.85 | NA | NA | 15.85 | 1.72 | 3.77 | 11.44 | 6.68 | 15.85 | 3.00 | 7.18 | 1.47 | 2.82 | 6.44 | 6.02 | 4.68 | 6.56 | 5.67 | 9.10 | 4.57 | 7.99 | 7.11 | 8.25 | 4.20 | 6.12 | 2.64 | 5.75 | 3.88 |
| Yield(%) | NA | 15.44 | 9.12 | 7.11 | 4.79 | NA | NA | 4.55 | 0.89 | 15.86 | 7.13 | 3.97 | 5.91 | 2.37 | 2.05 | 0.64 | 2.93 | 3.41 | 3.36 | 2.43 | 3.65 | 2.99 | 3.79 | 4.98 | 3.72 | 4.77 | 4.94 | 2.64 | 4.05 | 3.92 | 6.24 | 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 Hourly 401(k) Plan Tactical Asset Allocation Moderate |
-1.06%
Jun 2019 - Jun 2022 |
1.47%
Jun 2017 - Jun 2022 |
4.08%
Dec 2012 - Dec 2022 |
4.96%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Potlatch Hourly 401(k) Plan Tactical Asset Allocation Moderate |
14.34%
Apr 2003 - Apr 2006 |
13.80%
Oct 2002 - Oct 2007 |
10.59%
Apr 2001 - Apr 2011 |
9.01%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart