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 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.41% | 8.51% | 7.68% | 5.73% | 7.20% | 6.33% | 6.15% |
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 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 | 7.68 | 5.73 | 7.20 | 6.33 | 6.15 | 0.95 | 25.52 | -2.42 | 5.34 | 15.15 | 11.76 | -4.87 | 13.13 | 4.07 | -0.02 | 1.07 | 15.98 | 11.32 | 0.61 | 1.43 | 25.40 | -21.64 | 9.79 | 10.40 | 8.71 | 12.30 | 21.93 | -5.36 | -0.78 |
| Sharpe Ratio | NA | 2.18 | 0.74 | 0.74 | 0.59 | NA | NA | 0.52 | 0.12 | 2.77 | -0.29 | 0.61 | 0.86 | 1.36 | -0.64 | 2.72 | 0.45 | -0.01 | 0.14 | 2.59 | 1.78 | 0.05 | 0.10 | 1.63 | -1.22 | 0.85 | 1.06 | 1.21 | 1.79 | 2.73 | -0.65 | -0.31 |
| Standard Deviation(%) | NA | 7.47 | 10.05 | 11.48 | 9.91 | NA | NA | 10.20 | 5.75 | 7.69 | 13.15 | 8.78 | 17.25 | 7.59 | 9.62 | 4.59 | 8.62 | 8.78 | 7.41 | 6.15 | 6.33 | 11.03 | 13.89 | 15.50 | 18.43 | 8.04 | 6.70 | 5.41 | 6.34 | 7.77 | 9.88 | 9.98 |
| Draw Down(%) | NA | 4.19 | 13.01 | 22.22 | 22.22 | NA | NA | 34.06 | 1.24 | 4.19 | 13.01 | 4.90 | 22.22 | 3.54 | 12.07 | 1.54 | 7.33 | 8.89 | 6.03 | 4.11 | 5.04 | 11.30 | 13.06 | 16.19 | 32.08 | 5.07 | 7.57 | 3.75 | 5.84 | 9.14 | 16.66 | 15.03 |
| Yield(%) | NA | 14.56 | 8.74 | 6.23 | 4.75 | NA | NA | 4.20 | 0.92 | 14.84 | 8.89 | 1.83 | 2.14 | 2.92 | 6.32 | 1.01 | 2.29 | 4.89 | 2.01 | 3.24 | 2.07 | 2.88 | 3.81 | 3.40 | 4.41 | 8.69 | 3.44 | 3.49 | 3.82 | 2.86 | 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 Hourly 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.09%
Feb 2006 - Feb 2009 |
0.18%
Feb 2004 - Feb 2009 |
3.51%
Mar 2010 - Mar 2020 |
3.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Potlatch Hourly 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
17.44%
Mar 2003 - Mar 2006 |
13.70%
Oct 2002 - Oct 2007 |
8.28%
Feb 2009 - Feb 2019 |
7.90%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart