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 Strategic Asset Allocation - Optimal Moderate | NA | 34.23% | 11.66% | 12.90% | 8.98% | 9.05% | 7.69% | 7.12% |
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 Strategic Asset Allocation - Optimal 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 (%) | -0.47 | 34.23 | 11.66 | 12.90 | 8.98 | 9.05 | 7.69 | 7.12 | NA | 22.45 | 26.78 | -7.20 | 10.25 | 14.08 | 16.36 | -4.79 | 12.59 | 7.52 | -0.49 | 4.05 | 17.31 | 11.13 | -2.04 | 11.80 | 21.25 | -24.38 | 7.09 | 12.44 | 7.23 | 11.19 | 23.17 | -9.97 | -4.89 |
| Sharpe Ratio | NA | 2.26 | 0.92 | 0.82 | 0.74 | NA | NA | 0.50 | 0.09 | 2.03 | 2.76 | -0.60 | 1.20 | 0.72 | 2.06 | -0.67 | 2.69 | 0.82 | -0.06 | 0.59 | 2.44 | 1.29 | -0.14 | 0.97 | 1.20 | -1.07 | 0.42 | 1.29 | 0.83 | 1.54 | 2.58 | -0.87 | -0.62 |
| Standard Deviation(%) | NA | 7.72 | 10.51 | 12.45 | 10.41 | NA | NA | 11.37 | 7.34 | 7.80 | 8.16 | 14.27 | 8.55 | 19.21 | 7.27 | 9.13 | 4.45 | 8.91 | 8.71 | 6.90 | 7.09 | 8.59 | 15.31 | 12.02 | 17.69 | 23.58 | 9.78 | 7.09 | 6.06 | 6.67 | 8.71 | 12.69 | 11.54 |
| Draw Down(%) | NA | 4.56 | 14.08 | 22.33 | 22.33 | NA | NA | 38.34 | 0.47 | 4.56 | 4.53 | 14.83 | 4.36 | 22.33 | 4.08 | 11.82 | 1.46 | 7.73 | 8.29 | 5.44 | 4.54 | 7.40 | 14.81 | 9.60 | 17.48 | 33.77 | 6.11 | 7.24 | 4.12 | 5.10 | 7.86 | 18.46 | 18.97 |
| Yield(%) | NA | 14.89 | 9.02 | 6.05 | 3.87 | NA | NA | 2.92 | NA | 4.82 | 13.88 | 6.13 | 1.53 | 1.29 | 2.02 | 1.78 | 0.87 | 2.11 | 1.83 | 1.96 | 1.91 | 1.95 | 1.88 | 1.80 | 2.23 | 2.07 | 2.90 | 2.49 | 2.20 | 2.23 | 2.37 | 2.11 | 2.88 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.89%
Feb 2006 - Feb 2009 |
-1.33%
Feb 2004 - Feb 2009 |
4.25%
Feb 2006 - Feb 2016 |
4.53%
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 Strategic Asset Allocation - Optimal Moderate |
17.00%
Feb 2009 - Feb 2012 |
14.59%
Feb 2009 - Feb 2014 |
9.65%
Feb 2009 - Feb 2019 |
10.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart