Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEYERHAEUSER SALARIED AND NORPAC 401K PLAN Tactical Asset Allocation Moderate | NA | 36.09% | 11.58% | 12.91% | 9.40% | 10.15% | 10.11% | 9.68% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEYERHAEUSER SALARIED AND NORPAC 401K 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 (%) | -0.48 | 36.09 | 11.58 | 12.91 | 9.40 | 10.15 | 10.11 | 9.68 | NA | 25.18 | 28.03 | -9.23 | 11.53 | 13.21 | 17.97 | -4.32 | 12.13 | 9.96 | -1.73 | 8.18 | 17.90 | 12.69 | 3.03 | 14.41 | 14.80 | 2.21 | 8.74 | 14.99 | 7.25 | 11.88 | 20.37 | -0.69 | -2.68 |
| Sharpe Ratio | NA | 2.21 | 0.89 | 0.78 | 0.73 | NA | NA | 0.87 | 0.08 | 2.03 | 2.84 | -0.68 | 1.17 | 0.64 | 2.31 | -0.59 | 2.44 | 1.12 | -0.20 | 1.10 | 2.46 | 1.49 | 0.20 | 1.29 | 1.68 | 3.73 | 0.56 | 1.47 | 0.82 | 1.54 | 3.12 | -0.49 | -1.08 |
| Standard Deviation(%) | NA | 9.09 | 11.50 | 13.44 | 11.05 | NA | NA | 9.47 | 9.30 | 9.15 | 8.37 | 15.59 | 9.84 | 20.18 | 7.19 | 9.53 | 4.70 | 8.75 | 8.90 | 7.43 | 7.26 | 8.48 | 14.89 | 11.09 | 8.74 | 0.34 | 10.21 | 7.97 | 6.18 | 7.09 | 6.31 | 3.67 | 4.64 |
| Draw Down(%) | NA | 5.07 | 14.63 | 23.59 | 23.59 | NA | NA | 23.59 | 0.64 | 5.07 | 4.82 | 16.00 | 4.81 | 23.59 | 3.50 | 12.97 | 2.03 | 7.43 | 8.48 | 5.17 | 4.18 | 6.40 | 12.59 | 7.62 | 4.17 | 0.33 | 7.01 | 8.85 | 4.44 | 6.60 | 2.99 | 2.87 | 8.96 |
| Yield(%) | NA | 13.67 | 9.20 | 6.25 | 4.10 | NA | NA | 0.00 | NA | 7.47 | 13.04 | 6.14 | 1.29 | 1.86 | 2.35 | 1.71 | 2.19 | 1.93 | 1.60 | 2.07 | 1.68 | 2.43 | 2.14 | 2.19 | 3.05 | 2.55 | 3.34 | 2.85 | 2.60 | 2.47 | 3.16 | 3.72 | 3.54 |
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 |
|---|---|---|---|---|
| WEYERHAEUSER SALARIED AND NORPAC 401K PLAN Tactical Asset Allocation Moderate |
1.97%
Mar 2017 - Mar 2020 |
2.98%
Mar 2015 - Mar 2020 |
6.54%
Sep 2012 - Sep 2022 |
7.32%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEYERHAEUSER SALARIED AND NORPAC 401K PLAN Tactical Asset Allocation Moderate |
15.19%
Apr 2003 - Apr 2006 |
13.78%
Nov 2019 - Nov 2024 |
11.37%
Apr 2003 - Apr 2013 |
10.40%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart