Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REXAM INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -9.89% | -4.86% | 2.13% | 4.13% | 6.88% | 7.60% | 7.87% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REXAM INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation 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 (%) | -0.72 | -9.89 | -4.86 | 2.13 | 4.13 | 6.88 | 7.60 | 7.87 | NA | 6.22 | 15.53 | -10.25 | 12.25 | 12.13 | 14.15 | -2.98 | 14.02 | 8.49 | 0.13 | 10.58 | 18.29 | 10.46 | 3.83 | 18.07 | 14.96 | 0.38 | 9.85 | 13.42 | 8.64 | 11.62 | 21.00 | 1.98 | 2.00 |
| Sharpe Ratio | NA | 0.02 | -0.01 | 0.20 | 0.32 | NA | NA | 0.61 | 0.07 | -0.01 | 1.31 | -0.82 | 1.34 | 0.99 | 1.66 | -0.41 | 2.54 | 1.01 | 0.01 | 1.42 | 2.51 | 1.42 | 0.26 | 1.46 | 1.52 | -0.09 | 0.69 | 1.20 | 0.99 | 1.49 | 2.84 | 0.16 | -0.04 |
| Standard Deviation(%) | NA | 40.75 | 25.42 | 20.79 | 15.82 | NA | NA | 12.17 | 7.00 | 40.77 | 8.64 | 14.15 | 9.14 | 12.00 | 7.66 | 10.45 | 5.27 | 8.24 | 8.95 | 7.44 | 7.28 | 7.33 | 14.75 | 12.28 | 9.75 | 5.76 | 9.98 | 8.45 | 6.51 | 7.16 | 7.15 | 5.51 | 7.02 |
| Draw Down(%) | NA | 25.93 | 25.93 | 25.93 | 25.93 | NA | NA | 25.93 | 0.49 | 25.93 | 7.53 | 14.61 | 3.59 | 13.57 | 4.57 | 12.25 | 1.94 | 6.34 | 8.67 | 4.23 | 5.07 | 5.43 | 12.42 | 8.49 | 5.00 | 5.42 | 7.13 | 9.67 | 4.37 | 7.08 | 3.55 | 4.39 | 6.56 |
| Yield(%) | NA | 4.04 | 4.41 | 4.26 | 4.24 | NA | NA | 0.00 | NA | 1.13 | 4.31 | 4.61 | 3.63 | 1.97 | 7.21 | 3.22 | 2.41 | 3.22 | 5.32 | 6.77 | 4.16 | 3.15 | 2.14 | 2.43 | 3.89 | 4.49 | 7.83 | 6.05 | 3.32 | 2.97 | 3.33 | 5.55 | 5.38 |
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 |
|---|---|---|---|---|
| REXAM INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-4.65%
Oct 2021 - Oct 2024 |
2.13%
Oct 2019 - Oct 2024 |
4.13%
Oct 2014 - Oct 2024 |
6.90%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REXAM INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
15.14%
Apr 2003 - Apr 2006 |
14.39%
Jun 2009 - Jun 2014 |
11.54%
Apr 2003 - Apr 2013 |
10.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart