Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Strategic Asset Allocation - Equal Weight Moderate | NA | 24.39% | 3.02% | 9.19% | 7.77% | 7.68% | 6.67% | 5.85% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST 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 (%) | -0.86 | 24.39 | 3.02 | 9.19 | 7.77 | 7.68 | 6.67 | 5.85 | NA | 4.81 | 17.50 | -13.44 | 6.41 | 23.05 | 18.16 | -3.98 | 19.83 | 3.66 | 2.53 | 0.95 | 16.53 | 9.11 | -2.38 | 9.45 | 18.78 | -22.04 | 7.84 | 11.90 | 6.67 | 11.08 | 22.54 | -12.56 | -10.67 |
| Sharpe Ratio | NA | -0.03 | -0.09 | 0.32 | 0.49 | NA | NA | 0.37 | 0.15 | -0.16 | 1.35 | -0.93 | 0.55 | 1.16 | 1.91 | -0.47 | 3.52 | 0.38 | 0.27 | 0.12 | 2.45 | 1.28 | -0.19 | 0.95 | 1.38 | -1.15 | 0.52 | 1.27 | 0.90 | 1.41 | 2.52 | -1.06 | -1.10 |
| Standard Deviation(%) | NA | 10.89 | 12.49 | 14.09 | 11.81 | NA | NA | 11.15 | 6.91 | 10.92 | 9.82 | 15.90 | 11.69 | 19.65 | 8.76 | 11.28 | 5.45 | 9.14 | 9.41 | 7.71 | 6.73 | 7.07 | 12.44 | 9.86 | 13.55 | 20.05 | 9.35 | 6.80 | 4.97 | 7.16 | 8.69 | 12.92 | 11.80 |
| Draw Down(%) | NA | 7.51 | 19.42 | 22.45 | 22.45 | NA | NA | 32.66 | 0.30 | 7.51 | 8.74 | 20.09 | 6.74 | 20.20 | 5.70 | 12.75 | 1.77 | 8.60 | 9.99 | 6.96 | 4.73 | 6.17 | 12.55 | 7.64 | 13.07 | 30.85 | 6.21 | 7.27 | 3.48 | 5.93 | 8.42 | 20.78 | 22.74 |
| Yield(%) | NA | 6.98 | 6.61 | 5.58 | 4.08 | NA | NA | 2.97 | NA | 0.49 | 7.51 | 4.59 | 7.00 | 4.53 | 3.75 | 4.20 | 0.26 | 2.05 | 4.01 | 2.51 | 1.54 | 1.41 | 1.49 | 1.27 | 1.20 | 3.29 | 4.86 | 4.91 | 2.87 | 1.27 | 1.00 | 0.89 | 1.40 |
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 |
|---|---|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Strategic Asset Allocation - Equal Weight Moderate |
-5.73%
Feb 2006 - Feb 2009 |
-0.29%
Feb 2004 - Feb 2009 |
3.76%
Feb 2006 - Feb 2016 |
3.80%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Strategic Asset Allocation - Equal Weight Moderate |
15.87%
Mar 2003 - Mar 2006 |
13.57%
Jun 2016 - Jun 2021 |
9.61%
Sep 2011 - Sep 2021 |
8.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart