Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Temple Inland Savings Plan Tactical Asset Allocation Moderate | NA | 26.81% | 6.18% | 10.95% | 8.83% | 10.18% | 9.25% | 8.45% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Temple Inland 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 (%) | -1.28 | 26.81 | 6.18 | 10.95 | 8.83 | 10.18 | 9.25 | 8.45 | NA | 9.60 | 11.74 | -8.07 | 21.82 | 10.55 | 26.10 | -8.20 | 15.64 | 10.25 | -2.83 | 11.82 | 23.01 | 13.01 | -4.00 | 20.14 | -4.47 | 6.45 | 8.42 | 13.05 | 7.86 | 12.57 | 19.02 | -10.34 | -2.03 |
| Sharpe Ratio | NA | 0.31 | 0.04 | 0.39 | 0.46 | NA | NA | 0.51 | 0.05 | 0.23 | 0.76 | -0.60 | 1.47 | 0.45 | 1.84 | -0.61 | 2.30 | 0.89 | -0.23 | 1.02 | 2.20 | 1.06 | -0.18 | 1.36 | -0.29 | 0.46 | 0.47 | 1.14 | 0.76 | 1.67 | 1.82 | -1.24 | -0.71 |
| Standard Deviation(%) | NA | 13.06 | 13.12 | 15.94 | 14.22 | NA | NA | 12.98 | 9.22 | 13.13 | 9.87 | 15.75 | 14.84 | 23.06 | 13.46 | 15.70 | 6.52 | 11.26 | 12.67 | 11.59 | 10.44 | 12.27 | 21.94 | 14.69 | 15.82 | 12.09 | 11.49 | 8.58 | 7.46 | 6.94 | 10.06 | 9.22 | 6.13 |
| Draw Down(%) | NA | 10.48 | 15.78 | 25.31 | 25.31 | NA | NA | 25.31 | 0.51 | 10.41 | 8.88 | 16.44 | 6.27 | 25.31 | 8.86 | 20.18 | 3.50 | 6.94 | 13.69 | 7.23 | 5.79 | 9.90 | 20.85 | 12.70 | 20.60 | 11.51 | 7.51 | 9.51 | 4.68 | 5.84 | 6.34 | 15.22 | 8.60 |
| Yield(%) | NA | 4.60 | 3.93 | 5.13 | 4.38 | NA | NA | 0.00 | NA | 0.44 | 5.32 | 3.12 | 4.26 | 4.31 | 10.48 | 4.14 | 2.41 | 3.78 | 3.65 | 4.51 | 7.59 | 3.27 | 1.36 | 2.10 | 1.86 | 3.71 | 7.33 | 6.56 | 4.57 | 2.01 | 1.44 | 1.61 | 5.74 |
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 |
|---|---|---|---|---|
| Temple Inland Savings Plan Tactical Asset Allocation Moderate |
-0.55%
Apr 2006 - Apr 2009 |
3.21%
Mar 2015 - Mar 2020 |
5.89%
Sep 2001 - Sep 2011 |
6.74%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Temple Inland Savings Plan Tactical Asset Allocation Moderate |
19.31%
Dec 2018 - Dec 2021 |
14.38%
Jun 2009 - Jun 2014 |
11.62%
Dec 2011 - Dec 2021 |
10.60%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart