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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.11% | 1.81% | 8.05% | 6.88% | 7.56% | 6.87% | 6.73% |
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 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 (%) | -0.88 | 20.11 | 1.81 | 8.05 | 6.88 | 7.56 | 6.87 | 6.73 | NA | 6.70 | 13.60 | -13.49 | 4.40 | 24.81 | 20.07 | -6.72 | 17.50 | 4.81 | 0.48 | 2.62 | 14.40 | 11.02 | 1.34 | 12.11 | 21.79 | -21.25 | 9.54 | 11.05 | 7.14 | 10.04 | 18.16 | -4.92 | 0.57 |
| Sharpe Ratio | NA | 0.16 | -0.15 | 0.29 | 0.45 | NA | NA | 0.48 | 0.10 | 0.01 | 1.01 | -0.96 | 0.40 | 1.27 | 2.22 | -0.70 | 3.14 | 0.54 | 0.05 | 0.37 | 2.21 | 1.67 | 0.12 | 1.17 | 1.45 | -1.12 | 0.74 | 1.21 | 0.90 | 1.47 | 2.57 | -0.60 | -0.21 |
| Standard Deviation(%) | NA | 9.39 | 11.73 | 13.48 | 11.35 | NA | NA | 10.56 | 7.39 | 9.45 | 9.23 | 15.44 | 11.06 | 19.29 | 8.39 | 11.45 | 5.37 | 8.61 | 8.76 | 6.99 | 6.50 | 6.55 | 11.33 | 10.27 | 14.91 | 19.73 | 8.89 | 6.46 | 5.53 | 6.17 | 6.79 | 10.02 | 8.44 |
| Draw Down(%) | NA | 5.75 | 19.33 | 21.88 | 21.88 | NA | NA | 32.94 | 0.46 | 5.75 | 8.93 | 20.05 | 6.93 | 21.52 | 4.91 | 14.78 | 2.64 | 7.73 | 9.45 | 5.45 | 6.01 | 5.23 | 10.31 | 7.81 | 15.18 | 32.01 | 5.88 | 7.12 | 3.89 | 6.41 | 6.83 | 15.49 | 10.95 |
| Yield(%) | NA | 3.72 | 4.82 | 3.96 | 3.28 | NA | NA | 3.55 | NA | 0.71 | 3.80 | 4.33 | 5.28 | 3.30 | 2.14 | 3.27 | 0.40 | 3.03 | 3.41 | 2.78 | 2.15 | 2.92 | 2.53 | 2.72 | 2.74 | 4.24 | 7.39 | 6.05 | 4.24 | 3.48 | 2.78 | 3.24 | 4.84 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.54%
Feb 2006 - Feb 2009 |
-0.28%
Feb 2004 - Feb 2009 |
4.94%
Feb 2006 - Feb 2016 |
5.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REXAM INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.46%
Feb 2009 - Feb 2012 |
14.41%
Feb 2009 - Feb 2014 |
9.57%
Feb 2009 - Feb 2019 |
9.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart